Avantis US Equity ETF
AVUS
364 hedge funds and large institutions have $5.17B invested in Avantis US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 113 reducing their positions, and 19 closing their positions.
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
42% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 113
18.79% more ownership
Funds ownership: 77.49% → 96.27% (+19%)
3% more funds holding
Funds holding: 354 → 364 (+10)
3% more funds holding in top 10
Funds holding in top 10: 80 → 82 (+2)
2% more capital invested
Capital invested by funds: $5.07B → $5.17B (+$104M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$1.25B |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$63.1M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$37.6M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$24.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$94.6M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$86.9M |
| 3 |
MSWM
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
-$35.2M |
| 4 |
JP Morgan Chase
New York
|
-$27.7M |
| 5 |
BOC
Bull Oak Capital
San Diego,
California
|
-$19.8M |
AVUS Hedge Fund Activity: Q2 2024 in Review
364 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q2 2024, worth a combined $5.17B — up 2% from $5.07B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AVUS positions and 19 closed out — a net gain of 14 holders — while 160 added to existing stakes and 113 trimmed.
The largest buyer was Strategic Financial Concepts, adding an estimated $1.25B. The largest seller was Pacific Life Fund Advisors, cutting an estimated $94.6M.
- 364 institutional investors held Avantis US Equity ETF (AVUS) as of Q2 2024, up from 354 in Q1 2024.
- Funds reported $5.17B of Avantis US Equity ETF stock for Q2 2024, up 2% quarter-over-quarter.
- 33 funds opened new Avantis US Equity ETF positions in Q2 2024 and 19 closed out, a net change of +14 holders.
- The largest Avantis US Equity ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $1.25B added.
- The largest Avantis US Equity ETF seller in Q2 2024 was Pacific Life Fund Advisors, an estimated $94.6M sold.
Based on aggregated 13F filings for Q2 2024.