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Avantis US Large Cap Equity ETF

89 hedge funds and large institutions have $1.02B invested in Avantis US Large Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

178% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 18

13% more capital invested

Capital invested by funds: $904M → $1.02B (+$116M)

10% more funds holding

Funds holding: 8189 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

1.67% less ownership

Funds ownership: 104.44%102.77% (-1.7%)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.1%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
14
Increased
50
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WRCM
26
Western Reserve Capital Management
Ohio
$10.2M -$161K -2,012 -2%
VWA
27
Visionary Wealth Advisors
Illinois
$9.41M -$457K -5,708 -4%
DWM
28
Dogwood Wealth Management
Kansas
$8.98M +$206K +2,571 +2%
HP
29
Haven Private
Florida
$7.45M +$158K +1,973 +2%
MFG
30
Mendota Financial Group
Wisconsin
$7.18M +$1.5M +18,743 +25%
HP
31
Holistic Planning
Texas
$7.08M +$2.26M +28,162 +45%
SWA
32
ShankerValleau Wealth Advisors
Illinois
$7.04M +$680K +8,486 +10%
HA
33
Herold Advisors
New York
$7.02M +$1.06M +13,243 +17%
CWA
34
Canvas Wealth Advisors
Kansas
$6.78M +$7.01M +87,440 New
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$6.49M -$79.6K -993 -1%
SDWIA
36
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.48M +$6.69M +83,565 New
MML Investors Services
37
MML Investors Services
Massachusetts
$6.45M -$1.25M -15,610 -16%
CA
38
CoreCap Advisors
Michigan
$6.33M +$263K +3,277 +4%
PWAM
39
Private Wealth Asset Management
Iowa
$4.34M +$2.22M +27,668 +98%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$3.77M +$1.12M +13,934 +40%
WW
41
Waterfront Wealth
Kansas
$3.45M +$337K +4,210 +10%
PL
42
Plancorp LLC
Missouri
$2.94M +$88.4K +1,103 +3%
EPW
43
Endeavor Private Wealth
Kansas
$2.62M +$86.1K +1,075 +3%
Goldman Sachs
44
Goldman Sachs
New York
$2.5M +$2.58M +32,221 New
WWA
45
WCG Wealth Advisors
Nevada
$2.38M -$267K -3,338 -10%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$2.28M +$363K +4,536 +18%
SI
47
Seeds Investor
New York
$1.92M +$364K +4,541 +24%
CPIG
48
Chicago Partners Investment Group
Illinois
$1.74M +$3.69K +46 +0.2%
ACM
49
Armbruster Capital Management
New York
$1.63M
BWS
50
BFI Wealth Solutions
Texas
$1.59M -$718K -8,962 -31%