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Avantis US Equity ETF
AVUS

Overview Fund Activity

443 hedge funds and large institutions have $6.06B invested in Avantis US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 189 increasing their positions, 137 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+16
Holders Change %
+3.75%
% of All Funds
6.02%
Holding in Top 10
91
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.15%
% of All Funds
1.24%
New
46
Increased
189
Reduced
137
Closed
24
Calls
$129K
Puts
$9K
Net Calls
+$120K
Net Calls Change
+$33K

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$104M
2
LPL Financial
LPL Financial
California
+$67.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$60M
4
SW
Simplicity Wealth
New Jersey
+$59.3M
5
BDWCC
B&D White Capital Company
Texas
+$24.6M

Top Sellers

1
CW
Curio Wealth
Maryland
-$7.73B
2
AAS
Annex Advisory Services
Wisconsin
-$115M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$38.6M
4
TWM
Tanager Wealth Management
United Kingdom
-$16.9M
5
LWL
Leo Wealth LLC
Texas
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
426
Operose Advisors
Wisconsin
$12.7K – – –
CTC
427
Central Trust Company
Missouri
$12.1K – – –
Citigroup
428
Citigroup
New York
$8.87K -$462 -5 -5%
RWM
429
Rialto Wealth Management
New York
$8.68K – – –
PSFG
430
Park Square Financial Group
Georgia
$7.76K -$924 -10 -11%
CTWM
431
Cherry Tree Wealth Management
Minnesota
$7.48K – – –
IWP
432
IAG Wealth Partners
Wisconsin
$4.16K – – –
T
433
Tidemark
California
$3.79K – – –
GTAM
434
Global Trust Asset Management
Florida
$2.77K -$41.6K -450 -94%
CA
435
Continuum Advisory
Idaho
$2.49K +$369 +4 +17%
KFI
436
Key Financial Inc
Pennsylvania
$2.4K – – –
AC
437
AlphaCore Capital
California
$1.11K +$1.11K +12 New
SS
438
SBI Securities
Japan
$1.02K – – –
HBW
439
Hazlett, Burt & Watson
West Virginia
$1K +$1K +8 New
CA
440
Clearstead Advisors
Ohio
$924 – – –
AA
441
Addison Advisors
Vermont
$674 – – –
Russell Investments Group
442
Russell Investments Group
United Kingdom
$647 – – –
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$92 -$181K -1,966 -100%
BCMLT
444
Beacon Capital Management LLC (Tennessee)
Tennessee
$28 -$29 – –
WP
445
WMS Partners
Maryland
– -$102M -1,052,425 Closed
AWM
446
Accredited Wealth Management
Kentucky
– -$12.8M -132,537 Closed
IAA
447
Independent Advisor Alliance
North Carolina
– -$6.44M -66,439 Closed
OS
448
Objectivity Squared
South Carolina
– -$4.49M -46,573 Closed
M&T Bank
449
M&T Bank
New York
– -$1.02M -10,483 Closed
VIP
450
Vista Investment Partners
Oklahoma
– -$903K -9,313 Closed
15 16 17
18
19