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Avantis US Equity ETF

482 hedge funds and large institutions have $7.83B invested in Avantis US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 195 increasing their positions, 164 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

19% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 164

11% more capital invested

Capital invested by funds: $7.07B → $7.83B (+$759M)

2% more funds holding

Funds holding: 473482 (+9)

1% less funds holding in top 10

Funds holding in top 10: 9695 (-1)

1.58% less ownership

Funds ownership: 80.97%79.4% (-1.6%)

Holders
482
Holders Change
+9
Holders Change %
+1.9%
% of All Funds
6.33%
Holding in Top 10
95
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.04%
% of All Funds
1.25%
New
42
Increased
195
Reduced
164
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
376
Cypress Wealth Services
California
$320K +$309K +2,944 New
Chevy Chase Trust
377
Chevy Chase Trust
Maryland
$316K
PWP
378
Parkwoods Wealth Partners
New York
$310K +$299K +2,849 New
VCA
379
Verdence Capital Advisors
Maryland
$304K -$15.4K -147 -5%
HP
380
Haven Private
Florida
$302K -$74.3K -708 -20%
SAM
381
Synergy Asset Management
Washington
$300K +$290K +2,763 New
CFG
382
Chapman Financial Group
Hawaii
$297K +$287K +2,735 New
AIA
383
AssuredPartners Investment Advisors
Florida
$296K +$735 +7 +0.3%
AWM
384
Avior Wealth Management
Nebraska
$295K
NP
385
NorthRock Partners
Minnesota
$294K +$5.46K +52 +2%
SWM
386
Stockman Wealth Management
Montana
$294K +$284K +2,705 New
PWA
387
PCG Wealth Advisors
Kansas
$294K +$284K +2,702 New
SFS
388
Sowell Financial Services
Arkansas
$292K
Bessemer Group
389
Bessemer Group
New Jersey
$292K
DWM
390
Dogwood Wealth Management
Kansas
$291K -$5.14K -49 -2%
RFP
391
Root Financial Partners
California
$291K +$281K +2,679 New
VT
392
Vise Technologies
New York
$291K +$281K +2,679 New
CWM
393
Calamos Wealth Management
Illinois
$291K
MFT
394
Moisand Fitzgerald Tamayo
Florida
$288K
CL
395
Choreo LLC
Illinois
$283K
RFP
396
RCS Financial Planning
Maryland
$281K
SP
397
Stonebrook Private
Michigan
$279K +$105 +1 +0%
RSVP
398
Ramsay Stattman Vela & Price
Colorado
$268K
PB
399
Pinnacle Bancorp
Nebraska
$266K
PFG
400
Prosperity Financial Group
California
$266K -$17.8K -170 -7%