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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
FF
326
Frankly Finances
Florida
$848K +$836K +7,586 New
FWP
327
FAS Wealth Partners
Kansas
$839K -$293K -2,656 -26%
CRC
328
Curi RMB Capital
Illinois
$828K +$13.5K +123 +2%
SCM
329
Saxony Capital Management
Missouri
$827K
MGWA
330
Monument Group Wealth Advisors
Massachusetts
$817K -$53K -481 -6%
Fidelity Investments
331
Fidelity Investments
Massachusetts
$793K +$55.1K +500 +8%
AWM
332
Arista Wealth Management
Nevada
$782K
SCA
333
Strathmore Capital Advisors
North Carolina
$781K
Truist Financial
334
Truist Financial
North Carolina
$778K +$213K +1,938 +39%
HP
335
Holistic Planning
Texas
$776K +$765K +6,943 New
AFG
336
Atomi Financial Group
New York
$775K -$37K -336 -5%
Brown Advisory
337
Brown Advisory
Maryland
$772K +$38.8K +352 +5%
JPG
338
Jordan Park Group
California
$771K
OPWM
339
Oakwell Private Wealth Management
Texas
$761K -$13.2K -120 -2%
SWP
340
Stratos Wealth Partners
Ohio
$761K -$168K -1,525 -18%
KAM
341
KEB Asset Management
Illinois
$737K +$62.8K +570 +9%
IC
342
IEQ Capital
California
$719K +$2.09K +19 +0.3%
SPIA
343
Steward Partners Investment Advisory
New York
$705K -$455K -4,130 -40%
PAG
344
Poinciana Advisors Group
Florida
$696K +$330 +3 +0%
SS
345
Sunbelt Securities
Texas
$668K +$1.32K +12 +0.2%
EFA
346
Edge Financial Advisors
Illinois
$666K -$44.1K -400 -6%
MA
347
Mutual Advisors
Nebraska
$661K -$7.16K -65 -1%
DPI
348
Diversified Portfolios Inc
Michigan
$659K +$9.91K +90 +2%
LKBC
349
L.K. Benson & Company
Maryland
$658K +$20.7K +188 +3%
BCI
350
Brinker Capital Investments
Pennsylvania
$650K -$2.09K -19 -0.3%