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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
SW
26
Simplicity Wealth
New Jersey
$78.1M +$2.48M +22,521 +3%
MAM
27
McLean Asset Management
Virginia
$77.6M +$21.9M +198,895 +42%
BWS
28
BCR Wealth Strategies
Alabama
$76.1M -$67.8K -616 -0.1%
Raymond James Financial
29
Raymond James Financial
Florida
$74M +$151K +1,371 +0.2%
CAM
30
Cresset Asset Management
Illinois
$72.3M +$3.52M +31,944 +5%
SHFA
31
SC&H Financial Advisors
Maryland
$70.2M -$1.12M -10,135 -2%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$69M -$713K -6,478 -1%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$68.9M -$10.8M -97,619 -14%
RWM
34
Rockwood Wealth Management
Pennsylvania
$64.4M -$776K -7,047 -1%
CWMK
35
Caliber Wealth Management (Kansas)
Kansas
$63.3M +$5.31M +48,249 +9%
PL
36
Plancorp LLC
Missouri
$58.3M -$181K -1,647 -0.3%
MSWM
37
McGlone Suttner Wealth Management
Wisconsin
$57.6M +$1.29M +11,682 +2%
WFA
38
WMG Financial Advisors
Tennessee
$56.1M -$184K -1,672 -0.3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$56M +$14.1M +128,036 +34%
AIS
40
Accredited Investor Services
Minnesota
$55M +$737K +6,688 +1%
CPC
41
Consolidated Planning Corp
Georgia
$54.5M +$751K +6,820 +1%
OIA
42
OneDigital Investment Advisors
Kansas
$54.5M -$2.02M -18,361 -4%
LWL
43
Leo Wealth LLC
Texas
$54.1M +$23.8M +216,502 +81%
SB
44
Strategic Blueprint
Georgia
$52M -$49.2K -447 -0.1%
Bank of America
45
Bank of America
North Carolina
$51.1M -$1.33M -12,082 -3%
DCM
46
Disciplina Capital Management
Tennessee
$49.1M +$228K +2,073 +0.5%
RLIM
47
Red Lighthouse Investment Management
New York
$48M +$266K +2,414 +0.6%
AC
48
AWM Capital
Arizona
$48M +$37.7K +342 +0.1%
WWA
49
WCG Wealth Advisors
Nevada
$47.9M +$1.78M +16,186 +4%
WIA
50
World Investment Advisors
California
$46.3M +$3.15M +28,567 +7%