AVUS icon

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 %
Raymond James Financial
26
Raymond James Financial
Florida
$60.9M +$10.5M +114,062 +21%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$60.8M +$20.1M +217,151 +49%
BWS
28
BCR Wealth Strategies
Alabama
$59.9M +$305K +3,298 +0.5%
SW
29
Simplicity Wealth
New Jersey
$59.3M +$59.3M +641,396 New
SHFA
30
SC&H Financial Advisors
Maryland
$58.9M +$1.88M +20,307 +3%
WRPWM
31
Werba Rubin Papier Wealth Management
California
$57.4M +$745K +8,062 +1%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$54M -$6M -64,946 -10%
BA
33
Bridgewater Advisors
New York
$52.1M +$5.52M +60,763 +12%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$49.8M +$5.71M +61,784 +13%
PAS
35
Park Avenue Securities
New York
$49.1M -$7.27M -78,735 -13%
PL
36
Plancorp LLC
Missouri
$48.8M +$777K +8,408 +2%
WFA
37
WMG Financial Advisors
Tennessee
$45.2M +$2.3M +24,949 +5%
MSWM
38
McGlone Suttner Wealth Management
Wisconsin
$44M +$643K +6,960 +1%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$42.9M -$415K -4,488 -1%
AIS
40
Accredited Investor Services
Minnesota
$42.6M +$1.19M +12,905 +3%
Mariner
41
Mariner
Kansas
$40.8M -$65.3K -707 -0.2%
SB
42
Strategic Blueprint
Georgia
$39.4M +$1.67M +18,058 +4%
AC
43
AWM Capital
Arizona
$38.5M -$451K -4,880 -1%
RLIM
44
Red Lighthouse Investment Management
New York
$38.3M +$287K +3,202 +0.8%
WA
45
Waverly Advisors
Alabama
$38.2M -$525K -5,678 -1%
CWMK
46
Caliber Wealth Management (Kansas)
Kansas
$37.2M +$37.2M +402,926 New
DCM
47
Disciplina Capital Management
Tennessee
$37.1M +$17.6M +190,480 +90%
RWM
48
Rockwood Wealth Management
Pennsylvania
$35.8M +$2.38M +25,763 +7%
WWA
49
WCG Wealth Advisors
Nevada
$34.5M +$1.04M +11,285 +3%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$31.8M -$465K -5,038 -1%
1
2
3 4 5