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Avantis US Equity ETF
AVUS

Overview Fund Activity

443 hedge funds and large institutions have $6.06B invested in Avantis US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 189 increasing their positions, 137 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+16
Holders Change %
+3.75%
% of All Funds
6.02%
Holding in Top 10
91
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.15%
% of All Funds
1.24%
New
46
Increased
189
Reduced
137
Closed
24
Calls
$129K
Puts
$9K
Net Calls
+$120K
Net Calls Change
+$33K

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$104M
2
LPL Financial
LPL Financial
California
+$67.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$60M
4
SW
Simplicity Wealth
New Jersey
+$59.3M
5
BDWCC
B&D White Capital Company
Texas
+$24.6M

Top Sellers

1
CW
Curio Wealth
Maryland
-$7.73B
2
AAS
Annex Advisory Services
Wisconsin
-$115M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$38.6M
4
TWM
Tanager Wealth Management
United Kingdom
-$16.9M
5
LWL
Leo Wealth LLC
Texas
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
51
BSW Wealth Partners
Colorado
$31.7M -$353K -3,825 -1%
CWA
52
Continuum Wealth Advisors
New York
$29.7M -$34.9K -378 -0.1%
TIM
53
Tortoise Investment Management
New York
$29.5M +$1.74M +18,881 +6%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$28.8M +$3.64M +39,434 +15%
JIC
55
JRM Investment Counsel
Nebraska
$28.3M -$6.01M -65,050 -18%
WIA
56
World Investment Advisors
California
$27.8M +$2.55M +27,650 +10%
RW
57
Ridgeline Wealth
Arizona
$26.9M +$1.52M +16,410 +6%
HFA
58
Highland Financial Advisors
New Jersey
$26.3M +$1.02M +11,051 +4%
LFGO
59
Legacy Financial Group (Oklahoma)
Oklahoma
$26M +$2.14M +23,128 +9%
MWM
60
Mattern Wealth Management
Kansas
$25.9M +$10M +108,546 +63%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$25.8M -$290K -3,135 -1%
MML Investors Services
62
MML Investors Services
Massachusetts
$24.7M -$3.34M -36,160 -12%
LWL
63
Leo Wealth LLC
Texas
$24.6M -$16.3M -176,904 -40%
AWMNY
64
Arcadia Wealth Management (New York)
New York
$24.6M +$2.72M +29,452 +12%
WFA
65
Websterrogers Financial Advisors
South Carolina
$24.6M -$483K -5,227 -2%
W
66
WorthPointe
California
$24M -$275K -2,976 -1%
BOC
67
Bull Oak Capital
California
$23.1M -$643K -6,960 -3%
GWA
68
Geometric Wealth Advisors
District of Columbia
$23.1M +$18.4M +198,864 +386%
Wells Fargo
69
Wells Fargo
California
$23.1M -$1.9M -20,597 -8%
SFC
70
Strategic Financial Concepts
Texas
$22.9M +$2.84M +30,724 +14%
FFP
71
Freedom Financial Partners
Minnesota
$22M +$798K +8,642 +4%
OWA
72
Oak Wealth Advisors
Illinois
$21.6M +$3.4M +36,839 +19%
TWM
73
Tanager Wealth Management
United Kingdom
$21.5M -$16.9M -183,448 -44%
GT
74
Glenview Trust
Kentucky
$21.4M +$1.56M +16,896 +8%
SRCM
75
Signature Resources Capital Management
California
$21.1M +$361K +3,903 +2%
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