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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
WFA
76
Websterrogers Financial Advisors
South Carolina
$28.5M -$379K -3,443 -1%
BEW
77
Burton Enright Welch
California
$28.1M -$178K -1,613 -0.6%
DP
78
Divergent Planning
Maryland
$27.3M +$484K +4,394 +2%
SCA
79
Sensenig Capital Advisors
Pennsylvania
$27.1M +$26.7M +242,545 New
HIA
80
HTG Investment Advisors
Connecticut
$27M +$3.21M +29,157 +14%
JP Morgan Chase
81
JP Morgan Chase
New York
$26.9M +$1.64M +14,920 +7%
KAS
82
Kestra Advisory Services
Texas
$25.7M +$2.62M +23,819 +12%
CPIG
83
Chicago Partners Investment Group
Illinois
$25.1M +$233K +2,117 +1%
ZF
84
Zhang Financial
Michigan
$23.8M +$6.53M +59,260 +39%
OWA
85
Oak Wealth Advisors
Illinois
$23.7M +$144K +1,307 +0.6%
Osaic Holdings
86
Osaic Holdings
Arizona
$23.7M +$3.73M +33,890 +19%
TWA
87
Trellis Wealth Advisors
California
$23M -$1.1M -9,980 -5%
TM
88
Torren Management
California
$21.8M +$21.5M +195,181 New
GA
89
Greenspring Advisors
Maryland
$21.7M +$2.39M +21,666 +13%
PCM
90
Passive Capital Management
Maryland
$21M +$78K +708 +0.4%
FFP
91
Freedom Financial Partners
Minnesota
$20.4M -$2.09M -19,004 -9%
TWM
92
Tanager Wealth Management
United Kingdom
$20.3M -$1.29M -11,716 -6%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$20M +$765K +6,945 +4%
CPA
94
Cardiff Park Advisors
California
$19.8M -$201K -1,828 -1%
AC
95
Apella Capital
Connecticut
$19.4M +$321K +2,917 +2%
TWA
96
Trace Wealth Advisors
California
$18.4M +$8.26K +75 +0%
AIM
97
Acropolis Investment Management
Missouri
$18.3M +$405K +3,677 +2%
Mariner
98
Mariner
Kansas
$18.1M -$18.5M -167,728 -51%
AWA
99
ARQ Wealth Advisors
Arizona
$18M +$1.75M +15,873 +11%
AF
100
Allworth Financial
California
$17.9M -$759K -6,887 -4%