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Avantis US Large Cap Equity ETF

64 hedge funds and large institutions have $775M invested in Avantis US Large Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 10

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

16% more funds holding

Funds holding: 5564 (+9)

16% more capital invested

Capital invested by funds: $670M → $775M (+$105M)

0.23% less ownership

Funds ownership: 102.54%102.31% (-0.23%)

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
0.84%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
15
Increased
34
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
ShankerValleau Wealth Advisors
Illinois
$6.31M +$54.1K +733 +0.9%
HA
27
Herold Advisors
New York
$4.95M +$503K +6,822 +12%
CA
28
CoreCap Advisors
Michigan
$4.67M +$451K +6,113 +11%
WW
29
Waterfront Wealth
Kansas
$3.05M +$82.6K +1,120 +3%
AF
30
Allworth Financial
California
$2.99M +$2.89M +39,143 New
FSC
31
Full Sail Capital
Oklahoma
$2.9M -$200K -2,710 -7%
WWA
32
WCG Wealth Advisors
Nevada
$2.75M -$103K -1,399 -4%
MFG
33
Mendota Financial Group
Wisconsin
$2.75M +$1.09M +14,742 +70%
PL
34
Plancorp LLC
Missouri
$2.69M +$74.1K +1,004 +3%
American Century Companies
35
American Century Companies
Missouri
$2.32M +$2.24M +30,374 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$2.12M +$219K +2,963 +12%
SI
37
Seeds Investor
New York
$1.96M -$221K -2,998 -10%
ACM
38
Armbruster Capital Management
New York
$1.61M
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.58M +$1.52M +20,647 New
CPIG
40
Chicago Partners Investment Group
Illinois
$1.54M +$145K +1,966 +11%
DFS
41
Dixon Fnancial Services
California
$913K
MCM
42
MAI Capital Management
Ohio
$821K +$99.2K +1,345 +14%
FPAS
43
Focus Partners Advisor Solutions
Missouri
$793K +$399K +5,408 +114%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$749K +$100K +1,361 +16%
LFGO
45
Legacy Financial Group (Oklahoma)
Oklahoma
$709K +$140K +1,903 +26%
Corient Private Wealth
46
Corient Private Wealth
Florida
$527K +$13.1K +177 +2%
PAWA
47
Palo Alto Wealth Advisors
California
$510K +$481K +6,525 New
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$475K +$321K +4,345 +234%
FFA
49
Farther Finance Advisors
California
$457K
SWP
50
Strategic Wealth Partners
Ohio
$415K +$400K +5,418 New