We are live on ! Find out more
AVUS icon

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
AWA
101
ARQ Wealth Advisors
Arizona
$12.5M -$481K -4,894 -4%
MAM
102
McLean Asset Management
Virginia
$12.1M +$1.12M +11,412 +10%
FIA
103
Foundations Investment Advisors
Arizona
$12.1M +$319K +3,248 +3%
FFM
104
Flagstone Financial Management
Nebraska
$11.7M +$36.9K +376 +0.3%
KL
105
KWMG LLC
Kansas
$11.2M -$153K -1,559 -1%
FWM
106
FMB Wealth Management
California
$11M -$31K -316 -0.3%
AHC
107
Anderson Hoagland & Co
Missouri
$10.8M +$335K +3,409 +3%
OCM
108
Orion Capital Management
California
$10.7M +$435K +4,434 +4%
CCA
109
Clarity Capital Advisors
Florida
$10.6M +$72.3K +736 +0.7%
KAS
110
Kestra Advisory Services
Texas
$10.5M +$2.32M +23,611 +28%
Stifel Financial
111
Stifel Financial
Missouri
$10.5M +$731K +7,441 +7%
SP
112
Symmetry Partners
Connecticut
$10.4M +$10.6M +107,453 New
UBS Group
113
UBS Group
Switzerland
$9.8M +$575K +5,859 +6%
AFP
114
Ausdal Financial Partners
Iowa
$9.67M +$2.11M +21,523 +28%
SRC
115
Sage Rhino Capital
California
$9.64M -$299K -3,045 -3%
GA
116
Greenspring Advisors
Maryland
$9.52M -$53.7K -547 -0.6%
FWM
117
Fonville Wealth Management
Virginia
$9.23M +$658K +6,703 +8%
AC
118
Annandale Capital
Texas
$9.2M +$62.4K +636 +0.7%
EFG
119
Ehrlich Financial Group
California
$9.11M +$137K +1,400 +2%
SWP
120
Summit Wealth Partners
Florida
$9.11M +$1.99M +20,270 +27%
GWP
121
Gateway Wealth Partners
Wisconsin
$9.02M -$4.25M -43,308 -32%
AAS
122
Avantax Advisory Services
Texas
$8.85M +$1.4M +14,301 +19%
WPC
123
Wedmont Private Capital
Pennsylvania
$8.82M +$4.91K +50 +0.1%
EWM
124
Echo Wealth Management
Minnesota
$8.55M -$48.6K -495 -0.6%
NWM
125
Northwest Wealth Management
Iowa
$8.51M -$105K -1,072 -1%

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.