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Avantis US Equity ETF

447 hedge funds and large institutions have $6.11B invested in Avantis US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 137 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $129K | Put options by funds: $9K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

39% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 137

4% more funds holding

Funds holding: 430447 (+17)

0.7% more ownership

Funds ownership: 79.41%80.11% (+0.7%)

1% less capital invested

Capital invested by funds: $6.18B → $6.11B (-$65.4M)

2% less funds holding in top 10

Funds holding in top 10: 9593 (-2)

Holders
447
Holders Change
+17
Holders Change %
+3.95%
% of All Funds
5.99%
Holding in Top 10
93
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.11%
% of All Funds
1.25%
New
47
Increased
191
Reduced
137
Closed
25
Calls
$129K
Puts
$9K
Net Calls
+$120K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
351
Winebrenner Capital Management
Kentucky
$312K +$329K +3,377 New
TSS
352
Two Sigma Securities
New York
$307K +$324K +3,320 New
HI
353
Harbour Investments
Wisconsin
$303K
BW
354
Balance Wealth
Ohio
$301K +$318K +3,262 New
MHB
355
Midwest Heritage Bank
Iowa
$295K +$974 +10 +0.3%
MG
356
Mather Group
Illinois
$290K
GKWIM
357
Gerber Kawasaki Wealth & Investment Management
California
$289K
SHWM
358
Smith & Howard Wealth Management
Georgia
$283K
EW
359
Evoke Wealth
California
$283K +$50K +513 +20%
LFA
360
Lauterbach Financial Advisors
Texas
$279K +$682 +7 +0.2%
LBC
361
Leigh Baldwin & Co
New York
$279K +$294K +3,018 New
Chevy Chase Trust
362
Chevy Chase Trust
Maryland
$269K +$284K +2,911 New
VIA
363
Vickerman Investment Advisors
Washington
$268K
DWM
364
Dogwood Wealth Management
Kansas
$259K +$7.6K +78 +3%
AWM
365
Avior Wealth Management
Nebraska
$251K
SFS
366
Sowell Financial Services
Arkansas
$248K +$262K +2,689 New
Bessemer Group
367
Bessemer Group
New Jersey
$248K -$1.17K -12 -0.4%
CWM
368
Calamos Wealth Management
Illinois
$247K
NP
369
NorthRock Partners
Minnesota
$245K
MFT
370
Moisand Fitzgerald Tamayo
Florida
$244K -$97 -1 -0%
RAS
371
RPS Advisory Solutions
Kentucky
$244K +$257K +2,639 New
CL
372
Choreo LLC
Illinois
$240K
SP
373
Stonebrook Private
Michigan
$238K -$97 -1 -0%
CFS
374
CRA Financial Services
New Jersey
$230K
RSVP
375
Ramsay Stattman Vela & Price
Colorado
$228K

AVUS Hedge Fund Activity: Q1 2025 in Review

447 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q1 2025, worth a combined $6.11B — down 1.1% from $6.18B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVUS positions and 25 closed out — a net gain of 22 holders — while 191 added to existing stakes and 137 trimmed.

The largest buyer was HB Wealth Management, adding an estimated $109M. The largest seller was Annex Advisory Services, cutting an estimated $121M.

  • 447 institutional investors held Avantis US Equity ETF (AVUS) as of Q1 2025, up from 430 in Q4 2024.
  • Funds reported $6.11B of Avantis US Equity ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 47 funds opened new Avantis US Equity ETF positions in Q1 2025 and 25 closed out, a net change of +22 holders.
  • The largest Avantis US Equity ETF buyer in Q1 2025 was HB Wealth Management, an estimated $109M added.
  • The largest Avantis US Equity ETF seller in Q1 2025 was Annex Advisory Services, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.