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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
Northern Trust
401
Northern Trust
Illinois
$346K +$341K +3,092 New
SHWM
402
Smith & Howard Wealth Management
Georgia
$343K
EW
403
Evoke Wealth
California
$342K -$103K -931 -23%
SWM
404
Seaside Wealth Management
California
$341K +$991 +9 +0.3%
PWP
405
Parkwoods Wealth Partners
New York
$338K +$19.5K +177 +6%
SCP
406
Sandhill Capital Partners
New York
$337K +$110K +1,001 +50%
APP
407
Avantax Planning Partners
Iowa
$333K
EWM
408
Evolution Wealth Management
Florida
$331K +$185K +1,682 +131%
CWS
409
Cypress Wealth Services
California
$329K
Chevy Chase Trust
410
Chevy Chase Trust
Maryland
$325K
E
411
EntreWealth
Texas
$321K +$97.8K +888 +48%
FPGK
412
Financial Partners Group (Kansas)
Kansas
$314K -$90.9K -825 -23%
SAM
413
Synergy Asset Management
Washington
$309K
MFT
414
Moisand Fitzgerald Tamayo
Florida
$309K +$12.6K +114 +4%
VCA
415
Verdence Capital Advisors
Maryland
$307K +$881 +8 +0.3%
CFG
416
Chapman Financial Group
Hawaii
$306K
HP
417
Haven Private
Florida
$305K -$5.4K -49 -2%
NP
418
NorthRock Partners
Minnesota
$302K
SFS
419
Sowell Financial Services
Arkansas
$301K
Bessemer Group
420
Bessemer Group
New Jersey
$300K
RFP
421
RCS Financial Planning
Maryland
$300K +$11.2K +102 +4%
RFP
422
Root Financial Partners
California
$299K
VT
423
Vise Technologies
New York
$299K
CWM
424
Calamos Wealth Management
Illinois
$299K
CL
425
Choreo LLC
Illinois
$293K