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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
DCM
76
Disciplina Capital Management
Tennessee
$20.4M -$455K -4,632 -2%
CPIG
77
Chicago Partners Investment Group
Illinois
$20M +$1.1M +11,234 +6%
OWA
78
Oak Wealth Advisors
Illinois
$19.1M +$19.4M +197,202 New
PCM
79
Passive Capital Management
Maryland
$19.1M +$22.4K +228 +0.1%
AC
80
Apella Capital
Connecticut
$18.5M +$114K +1,161 +0.6%
CPA
81
Cardiff Park Advisors
California
$18.2M +$20.5K +209 +0.1%
AFAS
82
Acorn Financial Advisory Services
Virginia
$18.2M -$226K -2,304 -1%
HNWA
83
Henrickson Nauta Wealth Advisors
Michigan
$17.9M -$157K -1,595 -0.9%
RW
84
REDW Wealth
New Mexico
$17.7M -$5.78M -58,822 -24%
MWM
85
Mattern Wealth Management
Kansas
$16.7M -$58.4K -595 -0.3%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$16.3M +$825K +8,401 +5%
PWM
87
Parkworth Wealth Management
California
$16.2M +$16.4M +167,160 New
HIA
88
HTG Investment Advisors
Connecticut
$16.2M +$109K +1,108 +0.7%
GVAG
89
Great Valley Advisor Group
Delaware
$15.9M +$694K +7,065 +4%
TWA
90
Trace Wealth Advisors
California
$15.2M +$15.4M +156,955 New
TW
91
Trajan Wealth
Arizona
$15M -$823K -8,378 -5%
ZF
92
Zhang Financial
Michigan
$14.7M +$729K +7,422 +5%
WWP
93
WR Wealth Planners
Missouri
$14.6M +$350K +3,564 +2%
AIM
94
Acropolis Investment Management
Missouri
$14.4M +$73.8K +752 +0.5%
HA
95
Herold Advisors
New York
$14.2M -$794K -8,087 -5%
SWA
96
Sax Wealth Advisors
New Jersey
$14.1M +$14.3M +145,618 New
CFO
97
CVA Family Office
Colorado
$13.9M -$58.4K -595 -0.4%
LA
98
LexAurum Advisors
Kansas
$13.7M +$330K +3,360 +2%
MPCL
99
My Personal CFO LLC
Washington
$13.2M +$763K +7,771 +6%
AWM
100
Accredited Wealth Management
Kentucky
$12.8M +$13M +132,537 New

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.