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Avantis US Equity ETF

550 hedge funds and large institutions have $9.3B invested in Avantis US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 254 increasing their positions, 142 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 15

79% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 108118 (+10)

6% more funds holding

Funds holding: 518550 (+32)

35.25% less ownership

Funds ownership: 121.13%85.88% (-35%)

79% less capital invested

Capital invested by funds: $44.7B → $9.3B (-$35.4B)

Holders
550
Holders Change
+32
Holders Change %
+6.18%
% of All Funds
6.78%
Holding in Top 10
118
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.26%
% of All Funds
1.45%
New
58
Increased
254
Reduced
142
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
76
HTG Investment Advisors
Connecticut
$30.8M +$4.08M +35,600 +15%
GWP
77
Gateway Wealth Partners
Wisconsin
$30.3M +$17.7M +154,609 +131%
KAS
78
Kestra Advisory Services
Texas
$29.9M +$4.47M +39,005 +17%
JP Morgan Chase
79
JP Morgan Chase
New York
$29.7M +$3.94M +34,399 +14%
BEW
80
Burton Enright Welch
California
$29.5M +$1.66M +14,477 +6%
CWA
81
Continuum Wealth Advisors
New York
$29.1M -$1.02M -8,937 -3%
EWA
82
EP Wealth Advisors
California
$27.7M +$28.2M +246,278 +7,656%
ZF
83
Zhang Financial
Michigan
$26.9M +$3.35M +29,260 +14%
CPIG
84
Chicago Partners Investment Group
Illinois
$26.9M +$515K +4,501 +2%
TFA
85
TandemGrowth Financial Advisors
Georgia
$26.8M -$8.15M -71,211 -23%
SCA
86
Sensenig Capital Advisors
Pennsylvania
$26.6M -$424K -3,707 -2%
WFA
87
Websterrogers Financial Advisors
South Carolina
$26.4M -$1.95M -17,053 -7%
Osaic Holdings
88
Osaic Holdings
Arizona
$26.4M +$2.93M +25,597 +12%
W
89
WorthPointe
California
$25.2M -$4.9M -42,778 -16%
OWA
90
Oak Wealth Advisors
Illinois
$24.8M +$1.36M +11,864 +6%
LA
91
LexAurum Advisors
Kansas
$23.8M +$24.6M +214,512 New
TWA
92
Trellis Wealth Advisors
California
$22.9M -$51K -445 -0.2%
TM
93
Torren Management
California
$21.9M +$216K +1,885 +1%
HNWA
94
Henrickson Nauta Wealth Advisors
Michigan
$21.8M -$22.3M -194,377 -50%
CPA
95
Cardiff Park Advisors
California
$21.7M +$2.09M +18,242 +10%
GA
96
Greenspring Advisors
Maryland
$21.4M -$211K -1,845 -1%
PCM
97
Passive Capital Management
Maryland
$20.9M -$51.9K -453 -0.2%
AC
98
Apella Capital
Connecticut
$20.8M -$80.7K -705 -0.4%
AWA
99
ARQ Wealth Advisors
Arizona
$20M +$2.08M +18,176 +11%
TWM
100
Tanager Wealth Management
United Kingdom
$19.9M -$303K -2,648 -1%