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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
CGPCS
151
Capital Group Private Client Services
California
$5.52M +$19K +194 +0.3%
SCM
152
SOL Capital Management
Maryland
$5.39M +$355K +3,614 +7%
MWA
153
MN Wealth Advisors
Kansas
$5.36M +$346K +3,524 +7%
BWMG
154
Bannerman Wealth Management Group
Texas
$5.35M +$5.42M +55,219 New
MFA
155
Morling Financial Advisors
California
$5.33M +$92.4K +941 +2%
VH
156
Visionary Horizons
Tennessee
$5.27M +$499K +5,080 +10%
TC
157
TownSquare Capital
Utah
$5.18M +$5.24M +53,402 New
HWM
158
HB Wealth Management
Georgia
$5.15M +$350K +3,562 +7%
FS
159
Financial Symmetry
North Carolina
$5.13M -$1.17M -11,872 -18%
GLA
160
Good Life Advisors
Pennsylvania
$5.11M +$277K +2,821 +6%
Financial Engines Advisors
161
Financial Engines Advisors
California
$5.03M +$492K +5,013 +11%
KAM
162
Knightsbridge Asset Management
California
$5.01M -$164K -1,670 -3%
SDWIA
163
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5M -$178K -1,816 -3%
GWA
164
Geometric Wealth Advisors
District of Columbia
$4.99M +$17.7K +180 +0.4%
CPWM
165
Cypress Point Wealth Management
Texas
$4.83M +$202K +2,062 +4%
NA
166
NewEdge Advisors
Louisiana
$4.79M +$755K +7,685 +18%
FCG
167
Fielder Capital Group
Tennessee
$4.77M -$316K -3,214 -6%
FFA
168
Farther Finance Advisors
California
$4.7M -$3.01M -30,621 -39%
CW
169
Curio Wealth
Maryland
$4.63M +$4.69M +47,808 New
QHA
170
Quarry Hill Advisors
Minnesota
$4.62M -$193K -1,966 -4%
Betterment LLC
171
Betterment LLC
New York
$4.49M +$598K +6,089 +15%
OS
172
Objectivity Squared
South Carolina
$4.49M +$52K +530 +1%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$4.44M -$310K -3,153 -6%
LSA
174
L & S Advisors
California
$4.26M -$96.9K -987 -2%
Osaic Holdings
175
Osaic Holdings
Arizona
$4.25M +$95.1K +969 +2%

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.