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Avantis US Equity ETF

429 hedge funds and large institutions have $6.15B invested in Avantis US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 175 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

870% more call options, than puts

Call options by funds: $97K | Put options by funds: $10K

363% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 16

48% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 118

14% more funds holding

Funds holding: 377429 (+52)

13% more funds holding in top 10

Funds holding in top 10: 8394 (+11)

10% more capital invested

Capital invested by funds: $5.59B → $6.15B (+$564M)

2.52% more ownership

Funds ownership: 76.56%79.08% (+2.5%)

Holders
429
Holders Change
+52
Holders Change %
+13.79%
% of All Funds
5.65%
Holding in Top 10
94
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.25%
% of All Funds
1.24%
New
74
Increased
175
Reduced
118
Closed
16
Calls
$97K
Puts
$10K
Net Calls
+$87K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
51
BSW Wealth Partners
Colorado
$33.6M +$1.48M +15,029 +5%
CWA
52
Continuum Wealth Advisors
New York
$31.2M +$1.4M +14,295 +5%
MML Investors Services
53
MML Investors Services
Massachusetts
$29.4M -$10.8K -110 -0%
TIM
54
Tortoise Investment Management
New York
$29.1M +$1.76M +17,903 +6%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$27.4M +$6.73M +68,561 +32%
RW
56
Ridgeline Wealth
Arizona
$26.7M +$27M +275,080 New
HFA
57
Highland Financial Advisors
New Jersey
$26.5M +$836K +8,514 +3%
WIA
58
World Investment Advisors
California
$26.5M +$1.58M +16,092 +6%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$26.4M +$7.86M +80,084 +42%
WFA
60
Websterrogers Financial Advisors
South Carolina
$26.3M -$76.4K -778 -0.3%
Wells Fargo
61
Wells Fargo
California
$26.2M -$5.37M -54,738 -17%
W
62
WorthPointe
California
$25.5M +$1.21M +12,310 +5%
LFGO
63
Legacy Financial Group (Oklahoma)
Oklahoma
$25.1M +$1.36M +13,878 +6%
BOC
64
Bull Oak Capital
California
$25M -$127K -1,293 -0.5%
BEW
65
Burton Enright Welch
California
$23.1M +$1.31M +13,389 +6%
AWMNY
66
Arcadia Wealth Management (New York)
New York
$23M +$23.3M +236,963 New
FFP
67
Freedom Financial Partners
Minnesota
$22.2M +$22.5M +229,054 New
IWM
68
IHT Wealth Management
Illinois
$22.2M +$12.2K +124 +0.1%
TWA
69
Trellis Wealth Advisors
California
$21.9M +$206K +2,098 +0.9%
SRCM
70
Signature Resources Capital Management
California
$21.7M +$373K +3,803 +2%
BFG
71
Buttonwood Financial Group
Missouri
$21.6M -$400K -4,072 -2%
SFC
72
Strategic Financial Concepts
Texas
$21M +$4.58M +46,621 +27%
GT
73
Glenview Trust
Kentucky
$20.8M +$702K +7,145 +3%
DP
74
Divergent Planning
Maryland
$20.8M +$388K +3,955 +2%
AF
75
Allworth Financial
California
$20.4M -$1.71M -17,467 -8%

AVUS Hedge Fund Activity: Q4 2024 in Review

429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2024, worth a combined $6.15B — up 10% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new AVUS positions and 16 closed out — a net gain of 58 holders — while 175 added to existing stakes and 118 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $43.3M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $59.9M sold.

  • 429 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2024, up from 377 in Q3 2024.
  • Funds reported $6.15B of Avantis US Equity ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 74 funds opened new Avantis US Equity ETF positions in Q4 2024 and 16 closed out, a net change of +58 holders.
  • The largest Avantis US Equity ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $43.3M added.
  • The largest Avantis US Equity ETF seller in Q4 2024 was Simplicity Wealth, an estimated $59.9M sold.

Based on aggregated 13F filings for Q4 2024.