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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
Raymond James Financial
26
Raymond James Financial
Florida
$60.9M +$11.1M +114,062 +21%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$60.8M +$21.2M +217,151 +49%
BWS
28
BCR Wealth Strategies
Alabama
$59.9M +$321K +3,298 +0.5%
SW
29
Simplicity Wealth
New Jersey
$59.3M +$62.5M +641,396 New
SHFA
30
SC&H Financial Advisors
Maryland
$58.9M +$1.98M +20,307 +3%
WRPWM
31
Werba Rubin Papier Wealth Management
California
$57.4M +$786K +8,062 +1%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$54M -$6.33M -64,946 -10%
BA
33
Bridgewater Advisors
New York
$52.1M +$5.92M +60,763 +12%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$49.8M +$6.02M +61,784 +13%
PAS
35
Park Avenue Securities
New York
$49.1M -$7.67M -78,735 -13%
PL
36
Plancorp LLC
Missouri
$48.8M +$819K +8,408 +2%
WFA
37
WMG Financial Advisors
Tennessee
$45.2M +$2.43M +24,949 +5%
MSWM
38
McGlone Suttner Wealth Management
Wisconsin
$44M +$678K +6,960 +1%
JP Morgan Chase
39
JP Morgan Chase
New York
$42.9M -$437K -4,488 -1%
AIS
40
Accredited Investor Services
Minnesota
$42.6M +$1.26M +12,905 +3%
Mariner
41
Mariner
Kansas
$40.8M -$68.9K -707 -0.2%
SB
42
Strategic Blueprint
Georgia
$39.4M +$1.76M +18,058 +4%
AC
43
AWM Capital
Arizona
$38.5M -$476K -4,880 -1%
RLIM
44
Red Lighthouse Investment Management
New York
$38.3M +$312K +3,202 +0.8%
WA
45
Waverly Advisors
Alabama
$38.2M -$553K -5,678 -1%
CWMK
46
Caliber Wealth Management (Kansas)
Kansas
$37.2M +$39.3M +402,926 New
DCM
47
Disciplina Capital Management
Tennessee
$37.1M +$18.6M +190,480 +90%
RWM
48
Rockwood Wealth Management
Pennsylvania
$35.8M +$2.51M +25,763 +7%
WWA
49
WCG Wealth Advisors
Nevada
$34.5M +$1.1M +11,285 +3%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$31.8M -$491K -5,038 -1%

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.