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Avantis US Equity ETF

482 hedge funds and large institutions have $7.83B invested in Avantis US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 195 increasing their positions, 164 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

19% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 164

11% more capital invested

Capital invested by funds: $7.07B → $7.83B (+$759M)

2% more funds holding

Funds holding: 473482 (+9)

1% less funds holding in top 10

Funds holding in top 10: 9695 (-1)

1.58% less ownership

Funds ownership: 80.97%79.4% (-1.6%)

Holders
482
Holders Change
+9
Holders Change %
+1.9%
% of All Funds
6.33%
Holding in Top 10
95
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.04%
% of All Funds
1.25%
New
42
Increased
195
Reduced
164
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
301
Andrews Lucia Wealth Management
California
$810K +$781K +7,447 New
SCM
302
Saxony Capital Management
Missouri
$804K +$776K +7,399 New
CRC
303
Curi RMB Capital
Illinois
$792K +$7.13K +68 +0.9%
AFG
304
Atomi Financial Group
New York
$790K -$41.6K -396 -5%
WCWM
305
Willow Creek Wealth Management
California
$771K -$3.99K -38 -0.5%
AWM
306
Arista Wealth Management
Nevada
$760K -$458K -4,368 -38%
SCA
307
Strathmore Capital Advisors
North Carolina
$759K
HWMC
308
Heritage Wealth Management (California)
California
$754K +$727K +6,933 New
OPWM
309
Oakwell Private Wealth Management
Texas
$753K
JPG
310
Jordan Park Group
California
$750K
AAS
311
Ameritas Advisory Services
Nebraska
$735K +$427K +4,069 +151%
Fidelity Investments
312
Fidelity Investments
Massachusetts
$717K +$284K +2,702 +69%
Brown Advisory
313
Brown Advisory
Maryland
$712K
IC
314
IEQ Capital
California
$697K +$1.78K +17 +0.3%
EW
315
Element Wealth
Mississippi
$697K +$281K +2,677 +72%
EFA
316
Edge Financial Advisors
Illinois
$691K -$5.25K -50 -0.8%
PAG
317
Poinciana Advisors Group
Florida
$676K -$7.03K -67 -1%
BJL
318
Brighton Jones LLC
Washington
$657K -$95K -905 -13%
KAM
319
KEB Asset Management
Illinois
$655K +$105 +1 +0%
MA
320
Mutual Advisors
Nebraska
$653K -$17.7K -169 -3%
SS
321
Sunbelt Securities
Texas
$648K -$104K -989 -14%
BCI
322
Brinker Capital Investments
Pennsylvania
$634K +$32.7K +312 +6%
DPI
323
Diversified Portfolios Inc
Michigan
$631K
AWM
324
Angeles Wealth Management
California
$628K -$157K -1,496 -21%
LKBC
325
L.K. Benson & Company
Maryland
$620K +$17.1K +163 +3%