We are live on ! Find out more
AVUQ

Avantis U.S. Quality ETF
AVUQ

16 hedge funds and large institutions have $114M invested in Avantis U.S. Quality ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

78% more funds holding

Funds holding: 9 → 16 (+7)

53% more capital invested

Capital invested by funds: $74.4M → $114M (+$39.5M)

12.89% more ownership

Funds ownership: 48.18% → 61.07% (+13%)

Holders
16
Holders Change
+7
Holders Change %
+77.78%
% of All Funds
0.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SB
Strategic Blueprint
Georgia
+$15.7M
2
HP
Haven Private
Florida
+$692K
3
EFP
EnRich Financial Partners
Wisconsin
+$396K
4
LFGO
Legacy Financial Group (Oklahoma)
Oklahoma
+$64.2K
5
HA
Herold Advisors
New York
+$25.7K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.71M
2
TWD
True Wealth Design
Ohio
-$207K
3
TWM
Tripletail Wealth Management
Florida
-$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 +$15.7M +261,088 New
TM
3
Torren Management
California
$11.6M +$11.6M +193,468 New
TFA
4
TrustWell Financial Advisors
Florida
$8.39M +$8.36M +139,456 New
TAWM
5
Three Arch Wealth Management
California
$3.49M +$3.48M +57,999 New
TWD
6
True Wealth Design
Ohio
$1.39M -$207K -3,458 -13%
LFGO
7
Legacy Financial Group (Oklahoma)
Oklahoma
$720K +$64.2K +1,070 +10%
HP
8
Haven Private
Florida
$695K +$692K +11,543 New
HA
9
Herold Advisors
New York
$476K +$25.7K +429 +6%
EFP
10
EnRich Financial Partners
Wisconsin
$397K +$396K +6,597 New
Citadel Advisors
11
Citadel Advisors
Florida
$303K +$1.5K +25 +0.5%
LPL Financial
12
LPL Financial
California
$257K -$1.71M -28,570 -87%
PL
13
Plancorp LLC
Missouri
$240K +$24K +400 +11%
SG
14
Sankala Group
Colorado
$48K +$48.3K +805 New
Jones Financial Companies
15
Jones Financial Companies
Missouri
$7.46K +$7.44K +124 New
OCM
16
Orion Capital Management
California
$1.2K +$1.2K +20 New
BHWM
17
Beaird Harris Wealth Management
Texas
$8 – – –
TWM
18
Tripletail Wealth Management
Florida
– -$24.8K -415 Closed
UBS Group
19
UBS Group
Switzerland
– -$5.4K -91 Closed

AVUQ Hedge Fund Activity: Q4 2025 in Review

16 of the 8,236 institutional investors tracked by Wall St. Rank reported a position in Avantis U.S. Quality ETF (AVUQ) for Q4 2025, worth a combined $114M — up 53% from $74.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVUQ positions and 2 closed out — a net gain of 7 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Strategic Blueprint, opening a new position worth an estimated $15.7M. The largest seller was LPL Financial, cutting an estimated $1.71M.

  • 16 institutional investors held Avantis U.S. Quality ETF (AVUQ) as of Q4 2025, up from 9 in Q3 2025.
  • Funds reported $114M of Avantis U.S. Quality ETF stock for Q4 2025, up 53% quarter-over-quarter.
  • 9 funds opened new Avantis U.S. Quality ETF positions in Q4 2025 and 2 closed out, a net change of +7 holders.
  • The largest Avantis U.S. Quality ETF buyer in Q4 2025 was Strategic Blueprint, an estimated $15.7M added.
  • The largest Avantis U.S. Quality ETF seller in Q4 2025 was LPL Financial, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2025.