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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
AAS
1
Annex Advisory Services
Wisconsin
$345M +$16.7M +169,636 +5%
American Century Companies
2
American Century Companies
Missouri
$313M +$12.2M +124,726 +4%
ORL
3
Oak Root LLC
California
$294M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$167M +$2.52M +25,687 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$157M -$900K -9,171 -0.6%
AP
6
Adero Partners
California
$152M +$12.2M +124,433 +9%
LPL Financial
7
LPL Financial
California
$138M +$7.88M +80,265 +6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$131M +$1.17M +11,899 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$121M +$2.54M +25,897 +2%
Creative Planning
10
Creative Planning
Kansas
$120M -$7.76M -79,059 -6%
TIA
11
Traphagen Investment Advisors
New Jersey
$113M +$1.21M +12,358 +1%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$110M +$2.95M +30,056 +3%
WWP
13
Waypoint Wealth Partners
California
$105M +$1.69M +17,222 +2%
WP
14
WMS Partners
Maryland
$102M +$10.3M +105,186 +11%
RW
15
RVW Wealth
California
$101M -$2.4M -24,402 -2%
QFA
16
Quantum Financial Advisors
California
$97.4M +$3.9M +39,767 +4%
Corient Private Wealth
17
Corient Private Wealth
Florida
$92.2M +$5.01M +50,979 +6%
SAF
18
Smith Anglin Financial
Texas
$85.5M +$3.47M +35,337 +4%
MWM
19
Modera Wealth Management
New Jersey
$80.5M +$2.22M +22,600 +3%
OIA
20
OneDigital Investment Advisors
Kansas
$74.9M +$2.71M +27,611 +4%
FSC
21
Full Sail Capital
Oklahoma
$66.8M -$857K -8,725 -1%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$62.9M +$1.62M +16,529 +3%
BWS
23
BCR Wealth Strategies
Alabama
$62.6M -$697K -7,100 -1%
SHFA
24
SC&H Financial Advisors
Maryland
$59.8M +$2.96M +30,140 +5%
WRPWM
25
Werba Rubin Papier Wealth Management
California
$59.5M +$1M +10,229 +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.