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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
PB
376
Pinnacle Bancorp
Nebraska
$226K +$239K +2,450 New
PFG
377
Prosperity Financial Group
California
$223K -$23.7K -243 -9%
APP
378
Avantax Planning Partners
Iowa
$217K +$229K +2,354 New
AQR Capital Management
379
AQR Capital Management
Connecticut
$217K -$1.75K -18 -0.8%
PWA
380
PCG Wealth Advisors
Kansas
$216K +$7.89K +81 +4%
TC
381
Trilogy Capital
California
$214K -$35.2K -361 -13%
SAM
382
Smartleaf Asset Management
Massachusetts
$214K
PF
383
Prosperitas Financial
California
$213K
HP
384
Haven Private
Florida
$213K +$224K +2,301 New
AI
385
Atria Investments
North Carolina
$212K +$1.66K +17 +0.7%
AHL
386
Abel Hall LLC
Louisiana
$211K +$223K +2,284 New
FFO
387
Fortitude Family Office
Arizona
$210K
RIL
388
Rothschild Investment LLC
Illinois
$210K
CAM
389
Clark Asset Management
New Hampshire
$210K +$221K +2,273 New
LW
390
Linscomb Wealth
Texas
$207K +$218K +2,239 New
CCMI
391
Creative Capital Management Investments
California
$202K
EWA
392
EP Wealth Advisors
California
$198K
PWAM
393
Private Wealth Asset Management
Iowa
$181K +$190K +1,954 New
SIC
394
Salem Investment Counselors
North Carolina
$156K
LFG
395
Larson Financial Group
Missouri
$155K -$682 -7 -0.4%
AWM
396
AE Wealth Management
Kansas
$152K +$14.2K +146 +10%
PWMG
397
Private Wealth Management Group
New Jersey
$145K +$2.83K +29 +2%
RFG
398
REAP Financial Group
Texas
$141K
JWA
399
JFS Wealth Advisors
Pennsylvania
$127K +$134K +1,376 New
FHA
400
First Horizon Advisors
Tennessee
$121K

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.