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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
SOS
201
Silver Oak Securities
Tennessee
$2.48M +$115K +1,171 +5%
TFM
202
Trademark Financial Management
Minnesota
$2.42M -$1.2M -12,244 -33%
MFC
203
Morris Financial Concepts
South Carolina
$2.41M +$54.6K +556 +2%
THL
204
Tillman Hartley LLC
Colorado
$2.27M +$1.86M +18,964 +427%
Renaissance Technologies
205
Renaissance Technologies
New York
$2.26M +$1.8M +18,300 +366%
MFG
206
Magnus Financial Group
New York
$2.19M -$51.5K -525 -2%
ATI
207
ARK & TLK Investments
Oklahoma
$2.09M +$129K +1,316 +6%
S
208
Sunpointe
Missouri
$2.03M +$2.06M +20,985 New
CPA
209
Capital Performance Advisors
California
$1.98M -$9.72K -99 -0.5%
TWD
210
True Wealth Design
Ohio
$1.97M -$59.4K -605 -3%
ASN
211
Advisory Services Network
Georgia
$1.91M -$23K -234 -1%
CFO
212
Collective Family Office
Pennsylvania
$1.91M +$109K +1,113 +6%
BFG
213
Beacon Financial Group
Texas
$1.87M +$785 +8 +0%
HIGP
214
Hill Investment Group Partners
Missouri
$1.87M -$115K -1,173 -6%
CHAM
215
Clear Harbor Asset Management
Connecticut
$1.87M +$283K +2,879 +18%
TA
216
TFB Advisors
Kansas
$1.83M -$75.8K -772 -4%
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$1.75M -$415K -4,226 -20%
TI
218
Truepoint Inc
Ohio
$1.73M +$924K +9,407 +111%
FTS
219
Fifth Third Securities
Ohio
$1.73M +$1.75M +17,865 New
PIWA
220
Prevail Innovative Wealth Advisors
Kansas
$1.65M +$347K +3,532 +26%
RWM
221
Ruedi Wealth Management
Illinois
$1.59M -$6.87K -70 -0.4%
MWML
222
M Wealth Management LLC
California
$1.56M +$1.58M +16,054 New
NL
223
NWAM LLC
Washington
$1.53M +$698K +7,106 +82%
PAM
224
Pacific Asset Management
Washington
$1.51M +$1.53M +15,559 New
WMP
225
Wealth Management Partners
Arizona
$1.5M +$16.3K +166 +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.