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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 %
DP
76
Divergent Planning
Maryland
$20.5M +$276K +2,946 +1%
TWA
77
Trellis Wealth Advisors
California
$20.3M -$577K -6,248 -3%
CPIG
78
Chicago Partners Investment Group
Illinois
$19.8M +$995K +10,821 +5%
BFG
79
Buttonwood Financial Group
Missouri
$19.4M +$1.09M +12,761 +6%
IWM
80
IHT Wealth Management
Illinois
$18.3M -$2.87M -31,090 -14%
PCM
81
Passive Capital Management
Maryland
$17.8M -$445K -4,816 -2%
CPA
82
Cardiff Park Advisors
California
$17.5M +$159K +1,724 +0.9%
HIA
83
HTG Investment Advisors
Connecticut
$17M +$1.58M +17,157 +10%
AC
84
Apella Capital
Connecticut
$16.8M -$135K -1,520 -0.8%
HNWA
85
Henrickson Nauta Wealth Advisors
Michigan
$16.2M +$341K +3,981 +2%
AF
86
Allworth Financial
California
$16.1M -$2.11M -23,514 -12%
RW
87
REDW Wealth
New Mexico
$16.1M -$773K -8,366 -5%
LA
88
LexAurum Advisors
Kansas
$15.5M +$2.46M +26,666 +19%
AFAS
89
Acorn Financial Advisory Services
Virginia
$15.5M -$1.81M -19,564 -10%
PWM
90
Parkworth Wealth Management
California
$15.4M -$91.9K -995 -0.6%
TWA
91
Trace Wealth Advisors
California
$15.3M +$817K +8,845 +6%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$15.1M -$409K -4,428 -3%
Osaic Holdings
93
Osaic Holdings
Arizona
$14.8M +$10.7M +115,964 +265%
HA
94
Herold Advisors
New York
$14.7M +$1.09M +11,830 +8%
TW
95
Trajan Wealth
Arizona
$14.5M +$259K +2,807 +2%
ZF
96
Zhang Financial
Michigan
$14.3M +$300K +3,249 +2%
AIM
97
Acropolis Investment Management
Missouri
$14.2M +$547K +5,920 +4%
SWA
98
Sax Wealth Advisors
New Jersey
$14M +$530K +5,739 +4%
CFO
99
CVA Family Office
Colorado
$13.6M +$343K +3,709 +3%
MPCL
100
My Personal CFO LLC
Washington
$12.8M +$262K +2,831 +2%
2 3
4
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