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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
TFM
401
TFC Financial Management
Massachusetts
$108K
MFS
402
Mattson Financial Services
Michigan
$107K +$113K +1,157 New
IFS
403
Intelligent Financial Strategies
Minnesota
$103K -$3.41K -35 -3%
PS
404
Principal Securities
Iowa
$103K
CCM
405
Coldstream Capital Management
Washington
$102K +$107K +1,100 New
GWSA
406
Global Wealth Strategies & Associates
Colorado
$92K
SWM
407
Spire Wealth Management
Virginia
$85.5K
FFA
408
Frazier Financial Advisors
Ohio
$79.4K +$83.7K +859 New
Comerica Bank
409
Comerica Bank
Texas
$79.2K
Qube Research & Technologies (QRT)
410
Qube Research & Technologies (QRT)
United Kingdom
$75.8K +$79.9K +820 New
ADL
411
Asset Dedication LLC
California
$46.6K -$1.17K -12 -2%
BlackRock
412
BlackRock
New York
$45.7K +$48.2K +495 New
SIS
413
Sound Income Strategies
Florida
$44.4K
CIBC Private Wealth Group
414
CIBC Private Wealth Group
Georgia
$40.7K
MDA
415
Minot DeBlois Advisors
Massachusetts
$38.9K
Fidelity Investments
416
Fidelity Investments
Massachusetts
$32.3K +$34.1K +350 New
BTI
417
Blue Trust Inc
Georgia
$27.4K -$39K -400 -57%
IHWM
418
Iron Horse Wealth Management
Iowa
$27K +$28.5K +292 New
National Bank of Canada
419
National Bank of Canada
Quebec, Canada
$26.2K
AssetMark Inc
420
AssetMark Inc
California
$24.8K +$26.1K +268 New
NRG
421
Nemes Rush Group
Michigan
$19.1K
IA
422
IFP Advisors
Florida
$18.8K +$19.9K +204 New
KPP
423
Kings Path Partners
Texas
$18.1K -$877 -9 -4%
GM
424
GeoWealth Management
Illinois
$17.5K
HC
425
Hurley Capital
New York
$17K

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.