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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
SWA
126
Sax Wealth Advisors
New Jersey
$13.6M -$9.39K -82 -0.1%
Stifel Financial
127
Stifel Financial
Missouri
$13.5M +$179K +1,566 +1%
MPCL
128
My Personal CFO LLC
Washington
$13M -$779K -6,801 -5%
FOR
129
Family Office Research
Maryland
$12.5M +$112K +976 +0.9%
MPW
130
Magnolia Private Wealth
Pennsylvania
$12.3M +$75.6M +660,378 +628%
MWP
131
Meredith Wealth Planning
Illinois
$12.2M +$2.33M +20,379 +23%
CCA
132
Clarity Capital Advisors
Florida
$12.2M +$258K +2,256 +2%
WAG
133
Wilkerson Advisory Group
Missouri
$11.8M +$347K +3,033 +3%
HWM
134
Heirloom Wealth Management
Colorado
$11.6M +$2.78M +24,284 +30%
BOC
135
Bull Oak Capital
California
$11.4M -$52.9K -462 -0.4%
CWM
136
Cornerstone Wealth Management
Missouri
$11.4M +$1.86M +16,253 +19%
WUW
137
Wheels Up Wealth
California
$11.3M +$289K +2,528 +3%
GWL
138
Generations Wealth LLC
Ohio
$11.1M +$332K +2,897 +3%
MW
139
Marrick Wealth
California
$10.7M +$82.2K +718 +0.7%
WPC
140
Wedmont Private Capital
Pennsylvania
$10.6M +$36.9K +322 +0.4%
AC
141
Annandale Capital
Texas
$10.5M
HIP
142
HUB Investment Partners
Texas
$10.3M +$10.6M +92,573 New
QCM
143
Quantinno Capital Management
New York
$10.2M +$2.04M +17,825 +24%
FS
144
Financial Symmetry
North Carolina
$10.1M +$762K +6,657 +9%
SFP
145
Strategic Financial Planning
Texas
$9.7M +$23M +200,814 New
PWM
146
Parkshore Wealth Management
California
$9.48M -$137K -1,197 -1%
HA
147
Herold Advisors
New York
$9.37M +$470K +4,102 +5%
LWM
148
Lakeridge Wealth Management
Ohio
$9.21M +$856K +7,476 +10%
LWA
149
Lantern Wealth Advisors
New York
$9.19M +$70K +611 +0.7%
AW
150
Atlas Wealth
Ohio
$9.16M +$82.9K +724 +0.9%