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Avantis US Equity ETF
AVUS

Overview Fund Activity

443 hedge funds and large institutions have $6.06B invested in Avantis US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 189 increasing their positions, 137 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+16
Holders Change %
+3.75%
% of All Funds
6.02%
Holding in Top 10
91
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.15%
% of All Funds
1.24%
New
46
Increased
189
Reduced
137
Closed
24
Calls
$129K
Puts
$9K
Net Calls
+$120K
Net Calls Change
+$33K

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$104M
2
LPL Financial
LPL Financial
California
+$67.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$60M
4
SW
Simplicity Wealth
New Jersey
+$59.3M
5
BDWCC
B&D White Capital Company
Texas
+$24.6M

Top Sellers

1
CW
Curio Wealth
Maryland
-$7.73B
2
AAS
Annex Advisory Services
Wisconsin
-$115M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$38.6M
4
TWM
Tanager Wealth Management
United Kingdom
-$16.9M
5
LWL
Leo Wealth LLC
Texas
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
351
Balance Wealth
Ohio
$301K +$301K +3,262 New
MHB
352
Midwest Heritage Bank
Iowa
$295K +$924 +10 +0.3%
MG
353
Mather Group
Illinois
$290K – – –
GKWIM
354
Gerber Kawasaki Wealth & Investment Management
California
$289K – – –
SHWM
355
Smith & Howard Wealth Management
Georgia
$283K – – –
EW
356
Evoke Wealth
California
$283K +$47.4K +513 +20%
LFA
357
Lauterbach Financial Advisors
Texas
$279K +$647 +7 +0.2%
LBC
358
Leigh Baldwin & Co
New York
$279K +$279K +3,018 New
Chevy Chase Trust
359
Chevy Chase Trust
Maryland
$269K +$269K +2,911 New
VIA
360
Vickerman Investment Advisors
Washington
$268K – – –
DWM
361
Dogwood Wealth Management
Kansas
$259K +$7.21K +78 +3%
AWM
362
Avior Wealth Management
Nebraska
$251K – – –
SFS
363
Sowell Financial Services
Arkansas
$248K +$248K +2,689 New
Bessemer Group
364
Bessemer Group
New Jersey
$248K -$1.11K -12 -0.4%
CWM
365
Calamos Wealth Management
Illinois
$247K – – –
NP
366
NorthRock Partners
Minnesota
$245K – – –
MFT
367
Moisand Fitzgerald Tamayo
Florida
$244K -$92 -1 -0%
RAS
368
RPS Advisory Solutions
Kentucky
$244K +$244K +2,639 New
CL
369
Choreo LLC
Illinois
$240K – – –
SP
370
Stonebrook Private
Michigan
$238K -$92 -1 -0%
CFS
371
CRA Financial Services
New Jersey
$230K – – –
RSVP
372
Ramsay Stattman Vela & Price
Colorado
$228K – – –
PB
373
Pinnacle Bancorp
Nebraska
$226K +$226K +2,450 New
PFG
374
Prosperity Financial Group
California
$223K -$22.4K -243 -9%
APP
375
Avantax Planning Partners
Iowa
$217K +$217K +2,354 New
13 14
15
16 17