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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
RSWM
301
Robertson Stephens Wealth Management
California
$1.23M +$3.52K +32 +0.3%
UWM
302
USAdvisors Wealth Management
Minnesota
$1.21M +$13.4K +122 +1%
BFA
303
Brown Financial Advisors
Ohio
$1.21M +$281K +2,551 +31%
AFO
304
Aurelius Family Office
New Hampshire
$1.14M -$3.63K -33 -0.3%
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$1.13M -$137K -1,242 -11%
EH
306
Equitable Holdings
New York
$1.13M -$12.4K -113 -1%
DAS
307
Dynamic Advisor Solutions
Arizona
$1.09M +$53.6K +487 +5%
PFG
308
Prospect Financial Group
Virginia
$1.09M -$29.2K -265 -3%
HFS
309
Heritage Financial Services
Massachusetts
$1.06M +$428K +3,886 +70%
LFAS
310
Level Four Advisory Services
Texas
$1.06M
AWM
311
AE Wealth Management
Kansas
$1.04M +$635K +5,763 +161%
BBNB
312
Baker Boyer National Bank
Washington
$1.04M +$1.02M +9,297 New
KAM
313
Knightsbridge Asset Management
California
$1.03M -$60.6K -550 -6%
TLA
314
Tanglewood Legacy Advisors
Texas
$1.03M -$94.7K -860 -9%
PTC
315
Private Trust Company
Ohio
$1.01M
CC
316
Cornerstone Capital
California
$999K -$25.3K -230 -3%
EW
317
Element Wealth
Mississippi
$986K +$265K +2,410 +38%
TFM
318
Trademark Financial Management
Minnesota
$984K +$2.2K +20 +0.2%
NC
319
North Capital
Utah
$984K +$101K +919 +12%
AWM
320
Aprio Wealth Management
Georgia
$966K +$1.32K +12 +0.1%
Baird Financial Group
321
Baird Financial Group
Wisconsin
$909K +$3.52K +32 +0.4%
TI
322
Truepoint Inc
Ohio
$877K -$1.54K -14 -0.2%
WMN
323
Wealth Management Nebraska
Nebraska
$869K
HWMC
324
Heritage Wealth Management (California)
California
$852K +$76.3K +693 +10%
DFC
325
DBK Financial Counsel
Ohio
$848K