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Avantis US Equity ETF

482 hedge funds and large institutions have $7.83B invested in Avantis US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 195 increasing their positions, 164 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

19% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 164

11% more capital invested

Capital invested by funds: $7.07B → $7.83B (+$759M)

2% more funds holding

Funds holding: 473482 (+9)

1% less funds holding in top 10

Funds holding in top 10: 9695 (-1)

1.58% less ownership

Funds ownership: 80.97%79.4% (-1.6%)

Holders
482
Holders Change
+9
Holders Change %
+1.9%
% of All Funds
6.33%
Holding in Top 10
95
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.04%
% of All Funds
1.25%
New
42
Increased
195
Reduced
164
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$71.8M -$159K -1,517 -0.2%
BA
27
Bridgewater Advisors
New York
$70.4M +$5.37M +51,184 +9%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$69.5M +$6.77M +64,552 +11%
SHFA
29
SC&H Financial Advisors
Maryland
$69.3M -$3.94M -37,551 -6%
FSC
30
Full Sail Capital
Oklahoma
$68.6M -$3.22M -30,731 -5%
CAM
31
Cresset Asset Management
Illinois
$66.9M +$2.68M +25,551 +4%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$66.3M +$749K +7,134 +1%
RWM
33
Rockwood Wealth Management
Pennsylvania
$63.4M -$1.34M -12,805 -2%
BDWCC
34
B&D White Capital Company
Texas
$60.2M +$19.9M +189,932 +52%
PL
35
Plancorp LLC
Missouri
$56.9M -$683K -6,505 -1%
CWMK
36
Caliber Wealth Management (Kansas)
Kansas
$56.3M +$6.02M +57,326 +12%
OIA
37
OneDigital Investment Advisors
Kansas
$55M -$7.79M -74,204 -13%
MSWM
38
McGlone Suttner Wealth Management
Wisconsin
$54.8M +$1.03M +9,777 +2%
WFA
39
WMG Financial Advisors
Tennessee
$54.7M -$494K -4,712 -0.9%
AIS
40
Accredited Investor Services
Minnesota
$52.8M +$1.23M +11,710 +2%
MAM
41
McLean Asset Management
Virginia
$52.3M +$34.2M +325,942 +214%
CPC
42
Consolidated Planning Corp
Georgia
$52.3M +$50.5M +481,190 New
Bank of America
43
Bank of America
North Carolina
$51M +$600K +5,714 +1%
SB
44
Strategic Blueprint
Georgia
$50.6M +$283K +2,701 +0.6%
DCM
45
Disciplina Capital Management
Tennessee
$47.5M +$3.43M +32,711 +8%
AC
46
AWM Capital
Arizona
$46.6M +$141K +1,346 +0.3%
RLIM
47
Red Lighthouse Investment Management
New York
$46.4M +$63.9K +609 +0.1%
WWA
48
WCG Wealth Advisors
Nevada
$44.8M +$376K +3,587 +0.9%
WA
49
Waverly Advisors
Alabama
$44M -$129K -1,227 -0.3%
GWA
50
Geometric Wealth Advisors
District of Columbia
$42.2M +$88.4K +842 +0.2%