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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
IWS
176
Integrity Wealth Solutions
Colorado
$4.13M +$413K +4,206 +11%
SWM
177
Seed Wealth Management
Illinois
$4.05M +$131K +1,335 +3%
SCM
178
Sollinda Capital Management
Florida
$4.02M +$192K +1,951 +5%
CWM
179
Castle Wealth Management
Florida
$4.02M -$168K -1,708 -4%
PAG
180
Private Advisor Group
New Jersey
$4M +$1.47K +15 +0%
CWA
181
Canvas Wealth Advisors
Kansas
$3.98M -$2.85M -29,064 -41%
PP
182
Prosperity Planning
Missouri
$3.95M +$49.1K +500 +1%
CA
183
CoreCap Advisors
Michigan
$3.95M +$3.56M +36,287 +818%
KW
184
KWB Wealth
California
$3.41M +$258K +2,632 +8%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$3.4M +$3.19M +32,443 +1,256%
NRWA
186
North Ridge Wealth Advisors
Oregon
$3.39M -$1.18K -12 -0%
SCM
187
Sterneck Capital Management
Missouri
$3.38M +$3.42M +34,837 New
TFP
188
Triune Financial Partners
Kansas
$3.28M -$14.6K -149 -0.4%
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$3.21M -$3.3M -33,634 -50%
LSA
190
Lion Street Advisors
Texas
$3.19M +$84.2K +858 +3%
FWI
191
Facet Wealth Inc
Maryland
$3.19M -$203K -2,069 -6%
HKIMG
192
Hutchens & Kramer Investment Management Group
Indiana
$3.13M -$225K -2,295 -7%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$3.12M -$1.24M -12,626 -28%
CW
194
CreativeOne Wealth
Kansas
$3.02M +$233K +2,378 +8%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$2.93M -$653K -6,654 -18%
SAG
196
SageView Advisory Group
California
$2.93M +$122K +1,243 +4%
SWM
197
Silverlake Wealth Management
Vermont
$2.88M -$61K -621 -2%
PWS
198
Physician Wealth Solutions
Nevada
$2.85M -$12.8K -130 -0.4%
CAC
199
Certified Advisory Corp
Florida
$2.72M +$18.2K +185 +0.7%
VC
200
Vicus Capital
Pennsylvania
$2.67M +$90.3K +920 +3%

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.