We are live on ! Find out more
AVUS icon

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
Bank of Montreal
451
Bank of Montreal
Ontario, Canada
$236K +$213K +1,932 +1,062%
MGIA
452
Moneta Group Investment Advisors
Missouri
$234K
EWA
453
Elevate Wealth Advisory
Georgia
$233K +$1.21K +11 +0.5%
GAM
454
GEM Asset Management
Michigan
$231K +$220 +2 +0.1%
CG
455
Caprock Group
Idaho
$228K +$6.39K +58 +3%
AIP
456
Almanack Investment Partners
Pennsylvania
$228K
MFIM
457
Mesirow Financial Investment Management
Illinois
$224K
BlackRock
458
BlackRock
New York
$224K +$125K +1,139 +132%
VW
459
Vance Wealth
California
$223K -$30.3K -275 -12%
PWAM
460
Private Wealth Asset Management
Iowa
$218K
Envestnet Portfolio Solutions
461
Envestnet Portfolio Solutions
Illinois
$212K -$7.93K -72 -4%
KPWS
462
Kestra Private Wealth Services
Texas
$211K +$208K +1,885 New
PRP
463
Peak Retirement Planning
Ohio
$208K +$205K +1,865 New
PRRFG
464
Paul R. Ried Financial Group
Washington
$205K +$202K +1,832 New
SAM
465
SP Asset Management
California
$202K +$199K +1,805 New
Qube Research & Technologies (QRT)
466
Qube Research & Technologies (QRT)
United Kingdom
$177K +$91.3K +829 +110%
RG
467
RHL Group
Michigan
$176K +$173K +1,573 New
FHA
468
Flagship Harbor Advisors
Massachusetts
$175K +$172K +1,566 New
RFG
469
REAP Financial Group
Texas
$168K
TFM
470
TFC Financial Management
Massachusetts
$130K
GWM
471
Geneos Wealth Management
Colorado
$119K
IA
472
IFP Advisors
Florida
$117K
FFO
473
Fortitude Family Office
Arizona
$112K -$140K -1,275 -56%
GWSA
474
Global Wealth Strategies & Associates
Colorado
$111K
SL
475
Salomon & Ludwin
Virginia
$105K -$26.8K -243 -21%