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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 %
KAS
101
Kestra Advisory Services
Texas
$12.7M +$2.67M +28,862 +27%
GWM
102
Grand Wealth Management
Michigan
$11.9M +$4.23M +45,835 +55%
AWA
103
ARQ Wealth Advisors
Arizona
$11.9M -$64.8K -701 -0.5%
PF
104
PlanWiser Financial
Colorado
$11.8M +$11.8M +128,743 New
FIA
105
Foundations Investment Advisors
Arizona
$11.8M +$277K +3,003 +2%
MAM
106
McLean Asset Management
Virginia
$11.7M +$1.53M +18,846 +15%
FWM
107
FMB Wealth Management
California
$11.6M +$1.08M +11,668 +10%
FFM
108
Flagstone Financial Management
Nebraska
$11.4M +$292K +3,165 +3%
OCM
109
Orion Capital Management
California
$11.1M +$835K +9,035 +8%
Stifel Financial
110
Stifel Financial
Missouri
$10.9M +$976K +10,567 +10%
KL
111
KWMG LLC
Kansas
$10.8M +$129K +1,398 +1%
CCA
112
Clarity Capital Advisors
Florida
$10.2M +$37.9K +410 +0.4%
FWM
113
Fonville Wealth Management
Virginia
$10.1M +$1.34M +14,641 +15%
SP
114
Symmetry Partners
Connecticut
$9.82M -$104K -1,126 -1%
SRC
115
Sage Rhino Capital
California
$9.51M +$322K +3,482 +4%
GA
116
Greenspring Advisors
Maryland
$9.41M +$341K +3,696 +4%
AHC
117
Anderson Hoagland & Co
Missouri
$9.08M +$239K +2,939 +3%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$9.07M +$5.84M +63,197 +180%
GWP
119
Gateway Wealth Partners
Wisconsin
$9.02M +$421K +4,555 +5%
FOR
120
Family Office Research
Maryland
$8.96M +$1.41M +15,240 +19%
SWP
121
Summit Wealth Partners
Florida
$8.93M +$248K +2,685 +3%
AC
122
Annandale Capital
Texas
$8.78M +$10.2K +110 +0.1%
AAS
123
Avantax Advisory Services
Texas
$8.49M +$51.7K +560 +0.6%
EWM
124
Echo Wealth Management
Minnesota
$8.29M +$137K +1,484 +2%
NWM
125
Northwest Wealth Management
Iowa
$8.1M -$4.9K -53 -0.1%
3 4
5
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