We are live on ! Find out more
AVUS icon

Avantis US Equity ETF

447 hedge funds and large institutions have $6.11B invested in Avantis US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 137 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $129K | Put options by funds: $9K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

39% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 137

4% more funds holding

Funds holding: 430447 (+17)

0.7% more ownership

Funds ownership: 79.41%80.11% (+0.7%)

1% less capital invested

Capital invested by funds: $6.18B → $6.11B (-$65.4M)

2% less funds holding in top 10

Funds holding in top 10: 9593 (-2)

Holders
447
Holders Change
+17
Holders Change %
+3.95%
% of All Funds
5.99%
Holding in Top 10
93
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.11%
% of All Funds
1.25%
New
47
Increased
191
Reduced
137
Closed
25
Calls
$129K
Puts
$9K
Net Calls
+$120K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
51
BSW Wealth Partners
Colorado
$31.7M -$373K -3,825 -1%
CWA
52
Continuum Wealth Advisors
New York
$29.7M -$36.8K -378 -0.1%
TIM
53
Tortoise Investment Management
New York
$29.5M +$1.84M +18,881 +6%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$28.8M +$3.84M +39,434 +15%
JIC
55
JRM Investment Counsel
Nebraska
$28.3M -$6.34M -65,050 -18%
WIA
56
World Investment Advisors
California
$27.8M +$2.69M +27,650 +10%
RW
57
Ridgeline Wealth
Arizona
$26.9M +$1.6M +16,410 +6%
HFA
58
Highland Financial Advisors
New Jersey
$26.3M +$1.08M +11,051 +4%
RWML
59
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$26.1M +$1.58M +16,256 +6%
LFGO
60
Legacy Financial Group (Oklahoma)
Oklahoma
$26M +$2.25M +23,128 +9%
MWM
61
Mattern Wealth Management
Kansas
$25.9M +$10.6M +108,546 +63%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$25.8M -$305K -3,135 -1%
MML Investors Services
63
MML Investors Services
Massachusetts
$24.7M -$3.52M -36,160 -12%
LWL
64
Leo Wealth LLC
Texas
$24.6M -$17.2M -176,904 -40%
AWMNY
65
Arcadia Wealth Management (New York)
New York
$24.6M +$2.87M +29,452 +12%
WFA
66
Websterrogers Financial Advisors
South Carolina
$24.6M -$509K -5,227 -2%
W
67
WorthPointe
California
$24M -$290K -2,976 -1%
BOC
68
Bull Oak Capital
California
$23.1M -$678K -6,960 -3%
GWA
69
Geometric Wealth Advisors
District of Columbia
$23.1M +$19.4M +198,864 +386%
Wells Fargo
70
Wells Fargo
California
$23.1M -$2.01M -20,597 -8%
BEW
71
Burton Enright Welch
California
$22.9M +$972K +9,977 +4%
SFC
72
Strategic Financial Concepts
Texas
$22.9M +$2.99M +30,724 +14%
FFP
73
Freedom Financial Partners
Minnesota
$22M +$842K +8,642 +4%
OWA
74
Oak Wealth Advisors
Illinois
$21.6M +$3.59M +36,839 +19%
TWM
75
Tanager Wealth Management
United Kingdom
$21.5M -$17.9M -183,448 -44%

AVUS Hedge Fund Activity: Q1 2025 in Review

447 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q1 2025, worth a combined $6.11B — down 1.1% from $6.18B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVUS positions and 25 closed out — a net gain of 22 holders — while 191 added to existing stakes and 137 trimmed.

The largest buyer was HB Wealth Management, adding an estimated $109M. The largest seller was Annex Advisory Services, cutting an estimated $121M.

  • 447 institutional investors held Avantis US Equity ETF (AVUS) as of Q1 2025, up from 430 in Q4 2024.
  • Funds reported $6.11B of Avantis US Equity ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 47 funds opened new Avantis US Equity ETF positions in Q1 2025 and 25 closed out, a net change of +22 holders.
  • The largest Avantis US Equity ETF buyer in Q1 2025 was HB Wealth Management, an estimated $109M added.
  • The largest Avantis US Equity ETF seller in Q1 2025 was Annex Advisory Services, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.