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Avantis US Equity ETF
AVUS

Overview Fund Activity

443 hedge funds and large institutions have $6.06B invested in Avantis US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 189 increasing their positions, 137 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+16
Holders Change %
+3.75%
% of All Funds
6.02%
Holding in Top 10
91
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.15%
% of All Funds
1.24%
New
46
Increased
189
Reduced
137
Closed
24
Calls
$129K
Puts
$9K
Net Calls
+$120K
Net Calls Change
+$33K

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$104M
2
LPL Financial
LPL Financial
California
+$67.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$60M
4
SW
Simplicity Wealth
New Jersey
+$59.3M
5
BDWCC
B&D White Capital Company
Texas
+$24.6M

Top Sellers

1
CW
Curio Wealth
Maryland
-$7.73B
2
AAS
Annex Advisory Services
Wisconsin
-$115M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$38.6M
4
TWM
Tanager Wealth Management
United Kingdom
-$16.9M
5
LWL
Leo Wealth LLC
Texas
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
276
Elevate Wealth Advisory
Georgia
$838K +$602K +6,513 +254%
Baird Financial Group
277
Baird Financial Group
Wisconsin
$831K +$142K +1,533 +21%
KSWWM
278
Keyes Stange & Wooten Wealth Management
Florida
$828K +$828K +8,958 New
PHWM
279
Pine Harbor Wealth Management
Maryland
$821K – – –
SPIA
280
Steward Partners Investment Advisory
New York
$815K +$7.02K +76 +0.9%
SFM
281
Signet Financial Management
New Jersey
$805K -$99K -1,072 -11%
AWM
282
Aprio Wealth Management
Georgia
$794K +$4.25K +46 +0.5%
PP
283
PrairieView Partners
Minnesota
$785K -$3.23K -35 -0.4%
HCP
284
Hardin Capital Partners
South Carolina
$772K +$3.42K +37 +0.4%
WMN
285
Wealth Management Nebraska
Nebraska
$760K +$760K +8,231 New
NC
286
North Capital
Utah
$727K +$727K +7,868 New
RIP
287
RAM Investment Partners
Washington
$727K +$140K +1,515 +24%
MGWA
288
Monument Group Wealth Advisors
Massachusetts
$719K – – –
DAS
289
Dynamic Advisor Solutions
Arizona
$715K +$52.9K +573 +8%
EH
290
Equitable Holdings
New York
$693K +$70K +758 +11%
RFP
291
RCS Financial Planning
Maryland
$688K +$688K +7,451 New
Jones Financial Companies
292
Jones Financial Companies
Missouri
$681K +$19.8K +215 +3%
DFC
293
DBK Financial Counsel
Ohio
$681K – – –
AWM
294
Angeles Wealth Management
California
$672K -$399K -4,317 -37%
SWP
295
Stratos Wealth Partners
Ohio
$670K +$87.3K +945 +15%
PA
296
Paragon Advisors
Texas
$662K -$191K -2,065 -22%
SS
297
Sunbelt Securities
Texas
$644K +$1.48K +16 +0.2%
BJL
298
Brighton Jones LLC
Washington
$642K +$3.14K +34 +0.5%
OPWM
299
Oakwell Private Wealth Management
Texas
$640K – – –
JPG
300
Jordan Park Group
California
$637K – – –
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12
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