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Avantis US Equity ETF

550 hedge funds and large institutions have $9.3B invested in Avantis US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 254 increasing their positions, 142 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 15

79% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 108118 (+10)

6% more funds holding

Funds holding: 518550 (+32)

35.25% less ownership

Funds ownership: 121.13%85.88% (-35%)

79% less capital invested

Capital invested by funds: $44.7B → $9.3B (-$35.4B)

Holders
550
Holders Change
+32
Holders Change %
+6.18%
% of All Funds
6.78%
Holding in Top 10
118
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.26%
% of All Funds
1.45%
New
58
Increased
254
Reduced
142
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
426
Parkwoods Wealth Partners
New York
$336K
SF
427
Summit Financial
New Jersey
$336K +$346K +3,025 New
EWM
428
Evolution Wealth Management
Florida
$329K
CWS
429
Cypress Wealth Services
California
$327K
WAS
430
WESPAC Advisors SoCal
California
$326K -$64.7K -565 -16%
SFM
431
Signet Financial Management
New Jersey
$325K -$179K -1,567 -35%
CAM
432
Clark Asset Management
New Hampshire
$324K -$81.1K -708 -20%
Chevy Chase Trust
433
Chevy Chase Trust
Maryland
$324K
E
434
EntreWealth
Texas
$311K +$6.87K +60 +2%
SAM
435
Synergy Asset Management
Washington
$307K
SA
436
Sylvest Advisors
Texas
$306K +$315K +2,750 New
VCA
437
Verdence Capital Advisors
Maryland
$306K +$572 +5 +0.2%
CFG
438
Chapman Financial Group
Hawaii
$304K
LW
439
Linscomb Wealth
Texas
$304K -$324K -2,833 -51%
AWM
440
Avior Wealth Management
Nebraska
$302K -$56.7K -495 -15%
NP
441
NorthRock Partners
Minnesota
$301K
AWM
442
Accurate Wealth Management
Florida
$301K +$296K +2,589 New
SWP
443
Strategic Wealth Partners
Ohio
$300K -$69.5K -607 -18%
RG
444
RHL Group
Michigan
$300K +$129K +1,126 +72%
VT
445
Vise Technologies
New York
$299K
Bessemer Group
446
Bessemer Group
New Jersey
$299K
SFS
447
Sowell Financial Services
Arkansas
$299K
RFP
448
Root Financial Partners
California
$298K
CWM
449
Calamos Wealth Management
Illinois
$297K
Calamos Advisors
450
Calamos Advisors
Illinois
$297K +$306K +2,673 New