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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
AWA
326
Acorn Wealth Advisors
Michigan
$610K +$175K +1,669 +42%
TIAA Trust, National Association
327
TIAA Trust, National Association
North Carolina
$608K +$587K +5,594 New
HFS
328
Heritage Financial Services
Massachusetts
$606K
PA
329
Paragon Advisors
Texas
$596K -$162K -1,542 -22%
NRI
330
NFP Retirement Inc
California
$588K -$12.3K -117 -2%
PFG
331
Pinnacle Financial Group
Illinois
$588K +$568K +5,411 New
CAM
332
Clarity Asset Management
Iowa
$575K +$142K +1,350 +34%
TP
333
Tranquility Partners
Tennessee
$574K -$6.09K -58 -1%
WMA
334
William Mack & Associates
Michigan
$569K +$105 +1 +0%
AC
335
Avestar Capital
New York
$565K -$48K -457 -8%
LW
336
Linscomb Wealth
Texas
$562K +$735 +7 +0.1%
SFM
337
Signet Financial Management
New Jersey
$561K -$178K -1,700 -25%
YWM
338
Yardley Wealth Management
Pennsylvania
$557K
OA
339
Oceanside Advisors
South Carolina
$554K -$3.46K -33 -0.6%
Truist Financial
340
Truist Financial
North Carolina
$546K -$196K -1,865 -27%
AFA
341
Alpha Financial Advisors
North Carolina
$536K
WA
342
Wealthstream Advisors
New York
$533K
JTWM
343
Jackson Thornton Wealth Management
Alabama
$531K
MWM
344
McMill Wealth Management
Nebraska
$527K +$1.05K +10 +0.2%
AL
345
Aspiriant LLC
California
$488K
LFA
346
Lauterbach Financial Advisors
Texas
$483K +$148K +1,414 +47%
BSSFA
347
Baron Silver Stevens Financial Advisors
Florida
$475K +$14.5K +138 +3%
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
$470K
CAMG
349
CWA Asset Management Group
Florida
$467K +$150K +1,428 +50%
FWM
350
Fortress Wealth Management
California
$464K +$1.15K +11 +0.3%