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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
ORL
1
Oak Root LLC
California
$205M -$3.51M -47,645 -2%
PLFA
2
Pacific Life Fund Advisors
California
$66.8M -$6.53M -88,479 -9%
BHWM
3
Beaird Harris Wealth Management
Texas
$45.9M +$5.78M +78,356 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.6M +$3.79M +51,340 +11%
BFG
5
Buttonwood Financial Group
Missouri
$33.4M +$32.1M +435,058 New
RW
6
Ridgeline Wealth
Arizona
$32.7M +$1.2M +16,286 +4%
CPWM
7
Cypress Point Wealth Management
Texas
$32M +$3.5M +47,427 +13%
SW
8
Simplicity Wealth
New Jersey
$27.3M -$26.6M -360,966 -50%
PAS
9
Park Avenue Securities
New York
$26.7M +$25.7M +348,548 New
LPL Financial
10
LPL Financial
California
$25.5M +$1.88M +25,453 +8%
GC
11
Grimes & Company
Massachusetts
$25M +$7.25M +98,298 +43%
JP Morgan Chase
12
JP Morgan Chase
New York
$24.6M -$6.02M -81,561 -20%
OIA
13
OneDigital Investment Advisors
Kansas
$18.1M -$3.18M -43,147 -15%
GSIS
14
Global Strategic Investment Solutions
Arizona
$17.1M +$2.63M +35,644 +19%
FWP
15
FAS Wealth Partners
Kansas
$16.4M +$78.2K +1,060 +0.5%
HighTower Advisors
16
HighTower Advisors
Illinois
$10.3M +$126K +1,708 +1%
AIA
17
Arcadia Investment Advisors
Idaho
$10.2M +$181K +2,457 +2%
VWA
18
Visionary Wealth Advisors
Illinois
$9.51M +$478K +6,475 +5%
PP
19
Prosperity Planning
Missouri
$9.46M +$928K +12,582 +11%
DWM
20
Dogwood Wealth Management
Kansas
$9.27M +$110K +1,497 +1%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$8.09M -$3.11M -42,142 -28%
CAM
22
Cresset Asset Management
Illinois
$7.85M +$2.26M +30,681 +43%
AWM
23
AE Wealth Management
Kansas
$6.89M +$2.06M +27,974 +45%
HP
24
Haven Private
Florida
$6.84M +$526K +7,127 +9%
MML Investors Services
25
MML Investors Services
Massachusetts
$6.61M +$249K +3,381 +4%