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Avantis US Equity ETF

518 hedge funds and large institutions have $44.7B invested in Avantis US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 199 increasing their positions, 169 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more capital invested

Capital invested by funds: $7.82B → $44.7B (+$36.8B)

172% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 25

41.83% more ownership

Funds ownership: 79.3%121.13% (+42%)

18% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 169

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

8% more funds holding

Funds holding: 481518 (+37)

Holders
518
Holders Change
+37
Holders Change %
+7.69%
% of All Funds
6.3%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.31%
New
68
Increased
199
Reduced
169
Closed
25
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
CNC
276
Citizens & Northern Corp
Pennsylvania
$1.55M
AF
277
Atala Financial
California
$1.53M
UB
278
UMB Bank
Missouri
$1.51M +$2.09K +19 +0.1%
KSWWM
279
Keyes Stange & Wooten Wealth Management
Florida
$1.5M +$110 +1 +0%
AFA
280
Avant Financial Advisors
Texas
$1.5M +$69.5K +631 +5%
LG
281
LAM Group
Oregon
$1.48M +$231K +2,095 +19%
MHS
282
M Holdings Securities
Oregon
$1.47M +$1.45M +13,177 New
AHL
283
Abel Hall LLC
Louisiana
$1.47M -$2.64K -24 -0.2%
TNBTD
284
Trustmark National Bank Trust Department
Mississippi
$1.45M -$55.1K -500 -4%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$1.44M -$43.2K -392 -3%
WRCM
286
Western Reserve Capital Management
Ohio
$1.42M +$1.4M +12,719 New
MWML
287
M Wealth Management LLC
California
$1.41M -$178K -1,619 -11%
PWM
288
Platform Wealth Management
Utah
$1.4M +$1.38M +12,485 New
WMP
289
Wealth Management Partners
Arizona
$1.38M -$214K -1,941 -14%
Natixis Advisors
290
Natixis Advisors
Massachusetts
$1.37M +$1.35M +12,266 New
ALWM
291
Andrews Lucia Wealth Management
California
$1.35M +$506K +4,597 +62%
CWM
292
Capstone Wealth Management
Montana
$1.34M +$1.31M +11,919 New
UCFA
293
United Capital Financial Advisors
Texas
$1.33M +$7.71K +70 +0.6%
PWIA
294
Porter White Investment Advisors
Alabama
$1.33M
PPW
295
Parcion Private Wealth
Washington
$1.3M
CFO
296
Collective Family Office
Pennsylvania
$1.29M -$430K -3,907 -25%
AWM
297
Austin Wealth Management
Texas
$1.29M +$73.4K +666 +6%
PW
298
Paladin Wealth
Minnesota
$1.28M +$420K +3,810 +50%
AWA
299
AGH Wealth Advisors
Kansas
$1.26M -$22.9K -208 -2%
CA
300
Clune & Associates
Illinois
$1.24M +$994K +9,021 +433%