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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
WA
51
Waverly Advisors
Alabama
$44.7M -$550K -4,994 -1%
HNWA
52
Henrickson Nauta Wealth Advisors
Michigan
$44.7M +$21.3M +193,491 +98%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$43.6M +$13.8M +125,730 +48%
SC
54
Savant Capital
Illinois
$43.3M +$16.6M +150,307 +63%
GWA
55
Geometric Wealth Advisors
District of Columbia
$43.2M -$238K -2,159 -0.6%
GT
56
Glenview Trust
Kentucky
$41.5M +$13.9M +125,828 +51%
MWM
57
Mattern Wealth Management
Kansas
$40.7M +$1.03M +9,351 +3%
BWP
58
BSW Wealth Partners
Colorado
$40.6M -$2.13M -19,346 -5%
TIM
59
Tortoise Investment Management
New York
$40.2M +$1.72M +15,652 +5%
VAS
60
Vestmark Advisory Solutions
Massachusetts
$39.5M +$4.85M +44,049 +14%
LFGO
61
Legacy Financial Group (Oklahoma)
Oklahoma
$39.2M +$2.35M +21,335 +6%
IP
62
Indivisible Partners
Florida
$38.9M +$38.3M +347,707 New
AWMNY
63
Arcadia Wealth Management (New York)
New York
$37.5M +$2.02M +18,374 +6%
MML Investors Services
64
MML Investors Services
Massachusetts
$37.4M +$3.22M +29,268 +10%
RFS
65
Retirement Financial Solutions
Tennessee
$37.2M +$36.7M +333,192 New
JIC
66
JRM Investment Counsel
Nebraska
$35.9M +$113K +1,026 +0.3%
TFA
67
TandemGrowth Financial Advisors
Georgia
$34.9M +$34.4M +312,044 New
HFA
68
Highland Financial Advisors
New Jersey
$34.7M +$351K +3,183 +1%
FPAS
69
Focus Partners Advisor Solutions
Missouri
$34.2M +$11.3M +102,264 +50%
GI
70
Gradient Investments
Minnesota
$33.4M +$12.1M +109,512 +58%
HKIMG
71
Hutchens & Kramer Investment Management Group
Indiana
$30.9M +$9.96M +90,467 +49%
SRCM
72
Signature Resources Capital Management
California
$30.4M +$1.59M +14,461 +6%
CWA
73
Continuum Wealth Advisors
New York
$30.3M +$351K +3,188 +1%
W
74
WorthPointe
California
$30.1M +$645K +5,860 +2%
CFO
75
CVA Family Office
Colorado
$29.2M +$9.81M +89,056 +52%