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Avantis US Equity ETF
AVUS

Overview Fund Activity

469 hedge funds and large institutions have $7.06B invested in Avantis US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 212 increasing their positions, 133 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+26
Holders Change %
+5.87%
% of All Funds
6.3%
Holding in Top 10
94
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.3%
% of All Funds
1.26%
New
51
Increased
212
Reduced
133
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$377M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$194M
3
SW
3
Simplicity Wealth
New Jersey
$137M
4
AAS
4
Annex Advisory Services
Wisconsin
$261M
5
RWM
5
Rockwood Wealth Management
Pennsylvania
$60.1M

Top Sellers

1
SAF
1
Smith Anglin Financial
Texas
$11.6M
2
BDWCC
2
B&D White Capital Company
Texas
$36.7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$40.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21.6M
5
Bank of America
5
Bank of America
North Carolina
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
326
Heritage Financial Services
Massachusetts
$562K – – –
LKBC
327
L.K. Benson & Company
Maryland
$558K +$5.34K +53 +1%
NRI
328
NFP Retirement Inc
California
$557K -$19.6K -194 -3%
BCI
329
Brinker Capital Investments
Pennsylvania
$557K +$20.7K +205 +4%
TP
330
Tranquility Partners
Tennessee
$538K +$40.1K +398 +8%
BFA
331
Brown Financial Advisors
Ohio
$532K +$532K +5,275 New
LW
332
Linscomb Wealth
Texas
$520K +$294K +2,920 +130%
OA
333
Oceanside Advisors
South Carolina
$517K -$2.62K -26 -0.5%
YWM
334
Yardley Wealth Management
Pennsylvania
$517K – – –
AFA
335
Alpha Financial Advisors
North Carolina
$497K – – –
WA
336
Wealthstream Advisors
New York
$495K +$495K +4,906 New
JTWM
337
Jackson Thornton Wealth Management
Alabama
$494K – – –
ETC
338
Exchange Traded Concepts
Oklahoma
$491K +$491K +4,866 New
MWM
339
McMill Wealth Management
Nebraska
$486K +$1.51K +15 +0.3%
AL
340
Aspiriant LLC
California
$453K – – –
CB
341
Commerce Bank
Missouri
$440K +$21.3K +211 +5%
Janney Montgomery Scott
342
Janney Montgomery Scott
Pennsylvania
$436K -$110K -1,092 -20%
FWM
343
Fortress Wealth Management
California
$429K +$429K +4,254 New
BSSFA
344
Baron Silver Stevens Financial Advisors
Florida
$426K – – –
HIGP
345
Hill Investment Group Partners
Missouri
$423K +$79K +784 +23%
WCM
346
Winebrenner Capital Management
Kentucky
$408K +$67.4K +669 +20%
SAI
347
Savvy Advisors Inc
New York
$407K -$86K -853 -17%
AWA
348
Acorn Wealth Advisors
Michigan
$398K +$398K +3,944 New
CAM
349
Clarity Asset Management
Iowa
$397K -$31.2K -309 -7%
BAM
350
Belpointe Asset Management
Nevada
$395K – – –
12 13
14
15 16