AVUQ

Avantis U.S. Quality ETF
AVUQ

15 hedge funds and large institutions have $106M invested in Avantis U.S. Quality ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

8.39% more ownership

Funds ownership: 48.18% → 56.57% (+8.4%)

Holders
15
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$15.7M
2
+$692K
3
+$396K
4
LFGO
Legacy Financial Group (Oklahoma)
Oklahoma
+$64.2K
5
HA
Herold Advisors
New York
+$25.7K

Top Sellers

1
-$1.71M
2
-$207K
3
-$24.8K
4
UBS Group
UBS Group
Switzerland
-$5.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Cresset Asset Management
Illinois
$70.1M
SB
2
Strategic Blueprint
Georgia
$15.7M
TM
3
Torren Management
California
$11.6M
TAWM
4
Three Arch Wealth Management
California
$3.49M
TWD
5
True Wealth Design
Ohio
$1.39M
LFGO
6
Legacy Financial Group (Oklahoma)
Oklahoma
$720K
HP
7
Haven Private
Florida
$695K
HA
8
Herold Advisors
New York
$476K
EFP
9
EnRich Financial Partners
Wisconsin
$397K
Citadel Advisors
10
Citadel Advisors
Florida
$303K
LPL Financial
11
LPL Financial
California
$257K
PL
12
Plancorp LLC
Missouri
$240K
SGL
13
Sankala Group LLC
Colorado
$48K
Jones Financial Companies
14
Jones Financial Companies
Missouri
$7.46K
OCM
15
Orion Capital Management
California
$1.2K
BHWM
16
Beaird Harris Wealth Management
Texas
$8
TWM
17
Tripletail Wealth Management
Florida
–
UBS Group
18
UBS Group
Switzerland
–