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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
TIAA Trust, National Association
351
TIAA Trust, National Association
North Carolina
$625K
LFA
352
Lauterbach Financial Advisors
Texas
$623K +$124K +1,128 +25%
LW
353
Linscomb Wealth
Texas
$622K +$44.1K +400 +8%
PFG
354
Pinnacle Financial Group
Illinois
$620K +$15K +136 +3%
AAS
355
Ameritas Advisory Services
Nebraska
$620K -$134K -1,221 -18%
AWM
356
Angeles Wealth Management
California
$615K -$29.7K -270 -5%
NRI
357
NFP Retirement Inc
California
$583K -$21.7K -197 -4%
CAMG
358
CWA Asset Management Group
Florida
$582K +$100K +912 +21%
CAM
359
Clarity Asset Management
Iowa
$575K -$16.1K -146 -3%
YWM
360
Yardley Wealth Management
Pennsylvania
$573K
CLIP
361
Colter Lewis Investment Partners
Connecticut
$565K +$557K +5,055 New
WMA
362
William Mack & Associates
Michigan
$564K -$20.4K -185 -4%
FF
363
Foundry Financial
California
$559K +$551K +5,002 New
JTWM
364
Jackson Thornton Wealth Management
Alabama
$556K
MWM
365
McMill Wealth Management
Nebraska
$552K +$10.7K +97 +2%
AFA
366
Alpha Financial Advisors
North Carolina
$551K
OA
367
Oceanside Advisors
South Carolina
$546K -$23K -209 -4%
AWA
368
Acorn Wealth Advisors
Michigan
$530K -$96.3K -874 -16%
TP
369
Tranquility Partners
Tennessee
$516K -$72.8K -661 -13%
AL
370
Aspiriant LLC
California
$502K
SFM
371
Signet Financial Management
New Jersey
$502K -$73.8K -670 -13%
AC
372
Avestar Capital
New York
$492K -$87.7K -796 -15%
Janney Montgomery Scott
373
Janney Montgomery Scott
Pennsylvania
$483K
BSSFA
374
Baron Silver Stevens Financial Advisors
Florida
$473K -$15.2K -138 -3%
CB
375
Commerce Bank
Missouri
$464K -$3.08K -28 -0.7%