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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
OA
501
Operose Advisors
Wisconsin
$15.3K
CTC
502
Central Trust Company
Missouri
$14.6K
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$11.6K +$11.5K +104 New
RWM
504
Rialto Wealth Management
New York
$10.5K
UBS AM
505
UBS AM
Illinois
$10.2K +$10K +91 New
CTWM
506
Cherry Tree Wealth Management
Minnesota
$9.05K
KFAS
507
Keating Financial Advisory Services
Kansas
$8.83K +$8.7K +79 New
CA
508
Centerpoint Advisors
Massachusetts
$8K
IWP
509
IAG Wealth Partners
Wisconsin
$5.03K
MWA
510
Medallion Wealth Advisors
Connecticut
$4.47K
ETC
511
Exchange Traded Concepts
Oklahoma
$3.35K -$3.08K -28 -48%
KFI
512
Key Financial Inc
Pennsylvania
$2.91K
LWM
513
Lodestone Wealth Management
Washington
$1.34K +$1.32K +12 New
CA
514
Clearstead Advisors
Ohio
$1.12K
HBW
515
Hazlett, Burt & Watson
West Virginia
$1K
AA
516
Addison Advisors
Vermont
$823
Russell Investments Group
517
Russell Investments Group
United Kingdom
$782
SS
518
SBI Securities
Japan
$112 -$1.1K -10 -91%
WRPWM
519
Werba Rubin Papier Wealth Management
California
-$73.9M -680,282 Closed
PPWM
520
PFG Private Wealth Management
Florida
-$4.8M -44,158 Closed
Susquehanna International Group
521
Susquehanna International Group
Pennsylvania
-$2.98M -27,399 Closed
SWIG
522
Strategic Wealth Investment Group
Kentucky
-$1.24M -11,416 Closed
IWC
523
Integrated Wealth Concepts
Massachusetts
-$976K -8,976 Closed
PHWM
524
Pine Harbor Wealth Management
Maryland
-$960K -8,836 Closed
BJL
525
Brighton Jones LLC
Washington
-$657K -6,047 Closed