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
GT
76
Glenview Trust
Kentucky
$21.4M +$1.65M +16,896 +8%
SRCM
77
Signature Resources Capital Management
California
$21.1M +$380K +3,903 +2%
DP
78
Divergent Planning
Maryland
$20.5M +$287K +2,946 +1%
TWA
79
Trellis Wealth Advisors
California
$20.3M -$609K -6,248 -3%
CPIG
80
Chicago Partners Investment Group
Illinois
$19.8M +$1.05M +10,821 +5%
BFG
81
Buttonwood Financial Group
Missouri
$19.4M +$1.24M +12,761 +6%
IWM
82
IHT Wealth Management
Illinois
$18.3M -$3.03M -31,090 -14%
PCM
83
Passive Capital Management
Maryland
$17.8M -$469K -4,816 -2%
CPA
84
Cardiff Park Advisors
California
$17.5M +$168K +1,724 +0.9%
HIA
85
HTG Investment Advisors
Connecticut
$17M +$1.67M +17,157 +10%
AC
86
Apella Capital
Connecticut
$16.8M -$148K -1,520 -0.8%
HNWA
87
Henrickson Nauta Wealth Advisors
Michigan
$16.2M +$388K +3,981 +2%
AF
88
Allworth Financial
California
$16.1M -$2.29M -23,514 -12%
RW
89
REDW Wealth
New Mexico
$16.1M -$815K -8,366 -5%
LA
90
LexAurum Advisors
Kansas
$15.5M +$2.6M +26,666 +19%
AFAS
91
Acorn Financial Advisory Services
Virginia
$15.5M -$1.91M -19,564 -10%
PWM
92
Parkworth Wealth Management
California
$15.4M -$97K -995 -0.6%
TWA
93
Trace Wealth Advisors
California
$15.3M +$862K +8,845 +6%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$15.1M -$431K -4,428 -3%
Osaic Holdings
95
Osaic Holdings
Arizona
$14.8M +$11.3M +115,964 +265%
HA
96
Herold Advisors
New York
$14.7M +$1.15M +11,830 +8%
TW
97
Trajan Wealth
Arizona
$14.5M +$274K +2,807 +2%
ZF
98
Zhang Financial
Michigan
$14.3M +$317K +3,249 +2%
AIM
99
Acropolis Investment Management
Missouri
$14.2M +$577K +5,920 +4%
SWA
100
Sax Wealth Advisors
New Jersey
$14M +$559K +5,739 +4%

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.