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Avantis US Equity ETF

550 hedge funds and large institutions have $9.3B invested in Avantis US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 254 increasing their positions, 142 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 15

79% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 108118 (+10)

6% more funds holding

Funds holding: 518550 (+32)

35.25% less ownership

Funds ownership: 121.13%85.88% (-35%)

79% less capital invested

Capital invested by funds: $44.7B → $9.3B (-$35.4B)

Holders
550
Holders Change
+32
Holders Change %
+6.18%
% of All Funds
6.78%
Holding in Top 10
118
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.26%
% of All Funds
1.45%
New
58
Increased
254
Reduced
142
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
476
Landaas & Company
Wisconsin
$238K
AWP
477
Abacus Wealth Partners
California
$237K
SFS
478
Sunrise Financial Services
Washington
$237K
TCA
479
Transcend Capital Advisors
New Jersey
$236K -$343 -3 -0.1%
EWA
480
Elevate Wealth Advisory
Georgia
$231K
PA
481
Paragon Advisors
Texas
$229K -$32.2K -281 -12%
CG
482
Caprock Group
Idaho
$227K
RWA
483
Resolute Wealth Advisor
Ohio
$227K +$234K +2,041 New
AIP
484
Almanack Investment Partners
Pennsylvania
$227K
MFIM
485
Mesirow Financial Investment Management
Illinois
$223K
VW
486
Vance Wealth
California
$222K
GAM
487
GEM Asset Management
Michigan
$219K -$6.64K -58 -3%
PWAM
488
Private Wealth Asset Management
Iowa
$217K
APP
489
Avantax Planning Partners
Iowa
$206K -$129K -1,128 -38%
OSAM
490
O'Shaughnessy Asset Management
Connecticut
$205K +$104K +908 +97%
PHWA
491
Petersen Hastings Wealth Advisors
Washington
$202K +$208K +1,813 New
SAM
492
SP Asset Management
California
$201K +$343 +3 +0.2%
TRCT
493
Tower Research Capital (TRC)
New York
$191K +$197K +1,717 New
SIC
494
Salem Investment Counselors
North Carolina
$187K +$193K +1,686 New
IA
495
IFP Advisors
Florida
$179K +$64.8K +566 +54%
AFG
496
Albion Financial Group
Utah
$170K +$175K +1,530 New
RFG
497
REAP Financial Group
Texas
$167K
GWM
498
Geneos Wealth Management
Colorado
$139K +$21.2K +185 +17%
TFM
499
TFC Financial Management
Massachusetts
$130K
FFO
500
Fortitude Family Office
Arizona
$111K