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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
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$104K +$60.1K +546 +141%
IFS
477
Intelligent Financial Strategies
Minnesota
$97.1K -$6.06K -55 -6%
ADL
478
Asset Dedication LLC
California
$88.9K -$551 -5 -0.6%
EWA
479
EverSource Wealth Advisors
Alabama
$84.3K +$24.1K +219 +41%
AssetMark Inc
480
AssetMark Inc
California
$64.7K
FFA
481
Frazier Financial Advisors
Ohio
$64.2K
CIBC Private Wealth Group
482
CIBC Private Wealth Group
Georgia
$55.9K
PFBT
483
Parkside Financial Bank & Trust
Missouri
$44K
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.9K +$38.3K +348 New
MS
485
Monetary Solutions
Ohio
$38.6K +$38K +345 New
Comerica Bank
486
Comerica Bank
Texas
$36.1K -$55K -499 -61%
SIS
487
Sound Income Strategies
Florida
$34.4K
BTI
488
Blue Trust Inc
Georgia
$33.2K
HAP
489
Harbor Asset Planning
Massachusetts
$31.8K +$110 +1 +0.4%
NRG
490
Nemes Rush Group
Michigan
$30.8K
SWM
491
Spire Wealth Management
Virginia
$30.1K
BBHC
492
Brown Brothers Harriman & Co
New York
$29.3K +$28.9K +262 New
GFA
493
Godfrey Financial Associates
New York
$28.6K +$28.2K +256 New
KPP
494
Kings Path Partners
Texas
$27.2K +$110 +1 +0.4%
National Bank of Canada
495
National Bank of Canada
Quebec, Canada
$24.5K
AP
496
Atwood & Palmer
Missouri
$20.5K
US Bancorp
497
US Bancorp
Minnesota
$18K -$103K -932 -85%
HC
498
Hurley Capital
New York
$17.1K
PCG
499
PFC Capital Group
California
$16K +$7.05K +64 +74%
LFG
500
Larson Financial Group
Missouri
$15.3K -$19.3K -175 -56%