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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
6.29%
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
HB Wealth Management
Georgia
$377M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$194M
3
SW
Simplicity Wealth
New Jersey
$137M
4
AAS
Annex Advisory Services
Wisconsin
$261M
5
RWM
Rockwood Wealth Management
Pennsylvania
$60.1M

Top Sellers

1
SAF
Smith Anglin Financial
Texas
$11.6M
2
BDWCC
B&D White Capital Company
Texas
$36.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$40.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.6M
5
Bank of America
Bank of America
North Carolina
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
351
Fidelity Investments
Massachusetts
$393K +$357K +3,544 +1,013%
LFS
352
Lutz Financial Services
Nebraska
$384K +$384K +3,804 New
IDA
353
Intelligence Driven Advisers
California
$378K -$101 -1 -0%
EW
354
Element Wealth
Mississippi
$376K +$376K +3,731 New
IAIM
355
International Assets Investment Management
Florida
$364K – – –
FPGK
356
Financial Partners Group (Kansas)
Kansas
$357K +$1.41K +14 +0.4%
HP
357
Haven Private
Florida
$351K +$119K +1,181 +51%
Citadel Advisors
358
Citadel Advisors
Florida
$348K -$576K -5,712 -62%
WAS
359
WESPAC Advisors SoCal
California
$347K -$67.7K -671 -16%
CA
360
Claris Advisors
Missouri
$331K +$331K +3,287 New
HI
361
Harbour Investments
Wisconsin
$331K – – –
MCM
362
MAI Capital Management
Ohio
$329K +$329K +3,268 New
MHB
363
Midwest Heritage Bank
Iowa
$323K +$1.01K +10 +0.3%
SPC
364
Sigma Planning Corp
Michigan
$322K -$76.7K -761 -19%
MG
365
Mather Group
Illinois
$317K – – –
APP
366
Avantax Planning Partners
Iowa
$317K +$79.4K +788 +33%
GKWIM
367
Gerber Kawasaki Wealth & Investment Management
California
$316K – – –
SHWM
368
Smith & Howard Wealth Management
Georgia
$309K – – –
EW
369
Evoke Wealth
California
$309K – – –
SWM
370
Seaside Wealth Management
California
$306K +$306K +3,032 New
LFA
371
Lauterbach Financial Advisors
Texas
$306K +$605 +6 +0.2%
Chevy Chase Trust
372
Chevy Chase Trust
Maryland
$293K – – –
TCA
373
Transcend Capital Advisors
New Jersey
$291K -$83.7K -830 -22%
VCA
374
Verdence Capital Advisors
Maryland
$291K -$83.6K -829 -22%
CAMG
375
CWA Asset Management Group
Florida
$289K +$289K +2,869 New
13 14
15
16 17