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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
PWM
126
Perigon Wealth Management
California
$8.15M -$57.6K -587 -0.7%
LWA
127
Lantern Wealth Advisors
New York
$8.15M -$1.07M -10,881 -11%
GWM
128
Grand Wealth Management
Michigan
$8.03M -$2.61M -26,597 -24%
FOR
129
Family Office Research
Maryland
$7.92M +$8.03M +81,749 New
BC
130
Brio Consultants
California
$7.83M +$179K +1,824 +2%
LWM
131
Lakeridge Wealth Management
Ohio
$7.73M +$1.57M +15,991 +25%
CC
132
Callan Capital
California
$7.35M -$3.14K -32 -0%
BAM
133
Bayshore Asset Management
Florida
$7.31M +$176K +1,788 +2%
AA
134
Auxano Advisors
Washington
$7.14M -$540K -5,504 -7%
PWM
135
Parkshore Wealth Management
California
$7.08M +$7.17M +73,016 New
AWM
136
Axxcess Wealth Management
California
$6.98M +$557K +5,669 +9%
Ameriprise
137
Ameriprise
Minnesota
$6.82M -$74.7K -761 -1%
VAG
138
Vannoy Advisory Group
Texas
$6.8M
AWM
139
Ariadne Wealth Management
California
$6.71M -$168K -1,711 -2%
EPW
140
Endeavor Private Wealth
Kansas
$6.69M +$6.77M +68,981 New
MWP
141
Meredith Wealth Planning
Illinois
$6.52M -$13.7K -140 -0.2%
SWM
142
SFG Wealth Management
Maryland
$6.5M -$402K -4,091 -6%
IAA
143
Independent Advisor Alliance
North Carolina
$6.44M +$6.52M +66,439 New
VCM
144
Versant Capital Management
Arizona
$6.31M +$32.5K +331 +0.5%
HF
145
Holcombe Financial
Georgia
$6.28M +$6.36M +64,797 New
MPW
146
Magnolia Private Wealth
Pennsylvania
$5.95M +$6.03M +61,386 New
CWM
147
Cornerstone Wealth Management
Missouri
$5.87M +$701K +7,138 +13%
AA
148
Armis Advisers
Georgia
$5.86M +$5.94M +60,458 New
SXL
149
Summit X LLC
Missouri
$5.69M +$1.2M +12,246 +26%
AAM
150
Austin Asset Management
Texas
$5.69M +$4.87M +49,621 +548%

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.