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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 %
Brown Advisory
301
Brown Advisory
Maryland
$605K – – –
First Trust Advisors
302
First Trust Advisors
Illinois
$594K +$594K +6,426 New
IC
303
IEQ Capital
California
$590K +$153K +1,657 +35%
CRC
304
Curi RMB Capital
Illinois
$586K +$33.4K +361 +6%
PAG
305
Poinciana Advisors Group
Florida
$580K -$4.53K -49 -0.8%
MA
306
Mutual Advisors
Nebraska
$580K -$12.6K -140 -2%
AFG
307
Atomi Financial Group
New York
$554K – – –
DPI
308
Diversified Portfolios Inc
Michigan
$536K – – –
NRI
309
NFP Retirement Inc
California
$529K -$3.6K -39 -0.7%
SIMC
310
Squire Investment Management Company
Utah
$518K -$66.7K -722 -11%
HFS
311
Heritage Financial Services
Massachusetts
$515K – – –
AC
312
Avestar Capital
New York
$511K -$336K -3,638 -40%
LKBC
313
L.K. Benson & Company
Maryland
$506K +$1.48K +16 +0.3%
Janney Montgomery Scott
314
Janney Montgomery Scott
Pennsylvania
$500K +$13.5K +146 +3%
BCI
315
Brinker Capital Investments
Pennsylvania
$491K -$169K -1,833 -26%
OPS
316
Orion Portfolio Solutions
Nebraska
$491K -$169K -1,833 -26%
OA
317
Oceanside Advisors
South Carolina
$476K +$3.97K +43 +0.8%
Truist Financial
318
Truist Financial
North Carolina
$474K -$49.4K -535 -9%
YWM
319
Yardley Wealth Management
Pennsylvania
$473K – – –
TP
320
Tranquility Partners
Tennessee
$456K +$1.02K +11 +0.2%
AFA
321
Alpha Financial Advisors
North Carolina
$455K – – –
SIC
322
SJS Investment Consulting
Ohio
$452K -$584K -6,321 -56%
SAI
323
Savvy Advisors Inc
New York
$451K +$161K +1,745 +56%
RA
324
RFG Advisory
Alabama
$451K +$1.39K +15 +0.3%
MWM
325
McMill Wealth Management
Nebraska
$445K +$445K +4,819 New
11 12
13
14 15