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Avantis US Equity ETF

550 hedge funds and large institutions have $9.3B invested in Avantis US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 254 increasing their positions, 142 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 15

79% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 108118 (+10)

6% more funds holding

Funds holding: 518550 (+32)

35.25% less ownership

Funds ownership: 121.13%85.88% (-35%)

79% less capital invested

Capital invested by funds: $44.7B → $9.3B (-$35.4B)

Holders
550
Holders Change
+32
Holders Change %
+6.18%
% of All Funds
6.78%
Holding in Top 10
118
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.26%
% of All Funds
1.45%
New
58
Increased
254
Reduced
142
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1
HB Wealth Management
Georgia
$639M +$56.8M +495,876 +9%
American Century Companies
2
American Century Companies
Missouri
$461M +$38.1M +332,627 +9%
ORL
3
Oak Root LLC
California
$323M
LPL Financial
4
LPL Financial
California
$266M +$8.63M +75,380 +3%
MPW
5
MASECO Private Wealth
$260M +$268M +2,338,277 New
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$233M -$2.37M -20,703 -1%
AAS
7
Annex Advisory Services
Wisconsin
$214M -$61.3M -535,366 -22%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$204M +$16.8M +146,761 +9%
HighTower Advisors
9
HighTower Advisors
Illinois
$179M -$7.35M -64,215 -4%
FPI
10
Financial Plan Inc
Washington
$155M +$6.68M +58,317 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$151M +$28.1M +245,751 +22%
Corient Private Wealth
12
Corient Private Wealth
Florida
$149M -$102M -890,109 -40%
GPWA
13
Great Point Wealth Advisors
Massachusetts
$127M +$2.59M +22,586 +2%
BPA
14
Beacon Pointe Advisors
California
$121M -$2.64M -23,086 -2%
TIA
15
Traphagen Investment Advisors
New Jersey
$117M -$22.9M -199,706 -16%
MWM
16
Modera Wealth Management
New Jersey
$114M +$3.83M +33,490 +3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$111M -$2.44M -21,348 -2%
Morgan Stanley
18
Morgan Stanley
New York
$108M -$2.37M -20,723 -2%
Creative Planning
19
Creative Planning
Kansas
$108M -$1.77M -15,434 -2%
QFA
20
Quantum Financial Advisors
California
$97.6M -$40.7M -355,362 -29%
Bank of America
21
Bank of America
North Carolina
$97.3M +$47.8M +417,664 +91%
BA
22
Bridgewater Advisors
New York
$95.3M +$7.05M +61,598 +9%
Raymond James Financial
23
Raymond James Financial
Florida
$92.3M +$19.2M +168,034 +25%
PAS
24
Park Avenue Securities
New York
$89.7M +$9.04M +78,914 +11%
RW
25
RVW Wealth
California
$89.2M -$2.21M -19,294 -2%