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Avantis US Equity ETF
AVUS

Overview Fund Activity

469 hedge funds and large institutions have $7.06B invested in Avantis US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 212 increasing their positions, 133 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+26
Holders Change %
+5.87%
% of All Funds
6.29%
Holding in Top 10
94
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.3%
% of All Funds
1.26%
New
51
Increased
212
Reduced
133
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$377M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$194M
3
SW
3
Simplicity Wealth
New Jersey
$137M
4
AAS
4
Annex Advisory Services
Wisconsin
$261M
5
RWM
5
Rockwood Wealth Management
Pennsylvania
$60.1M

Top Sellers

1
SAF
1
Smith Anglin Financial
Texas
$11.6M
2
BDWCC
2
B&D White Capital Company
Texas
$36.7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$40.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21.6M
5
Bank of America
5
Bank of America
North Carolina
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
126
Wedmont Private Capital
Pennsylvania
$9.38M +$3.38K +33 +0%
PWM
127
Parkshore Wealth Management
California
$9.13M +$2.04M +20,195 +29%
LWA
128
Lantern Wealth Advisors
New York
$8.95M +$8.95M +88,731 New
AWM
129
Axxcess Wealth Management
California
$8.83M +$900K +8,931 +11%
NWM
130
Northwest Wealth Management
Iowa
$8.68M -$167K -1,657 -2%
EPW
131
Endeavor Private Wealth
Kansas
$8.63M +$1.17M +11,586 +16%
SCM
132
SOL Capital Management
Maryland
$8.51M +$1.44M +14,306 +20%
SRC
133
Sage Rhino Capital
California
$8.43M -$1.94M -19,278 -19%
MWP
134
Meredith Wealth Planning
Illinois
$8.33M +$1.56M +15,479 +23%
TC
135
TownSquare Capital
Utah
$8.29M +$1.07M +10,641 +15%
PWM
136
Perigon Wealth Management
California
$8.23M -$252K -2,496 -3%
LWM
137
Lakeridge Wealth Management
Ohio
$8.16M +$129K +1,278 +2%
LI
138
LRI Investments
Florida
$8.15M -$300K -2,974 -4%
NA
139
NewEdge Advisors
Louisiana
$7.99M -$690K -6,844 -8%
FS
140
Financial Symmetry
North Carolina
$7.79M +$2.5M +24,791 +47%
AAS
141
Avantax Advisory Services
Texas
$7.72M -$1.54M -15,308 -17%
UBS Group
142
UBS Group
Switzerland
$7.61M -$1.18M -11,722 -13%
SP
143
Symmetry Partners
Connecticut
$7.47M -$3.25M -32,253 -30%
CWM
144
Cornerstone Wealth Management
Missouri
$7.47M +$928K +9,201 +14%
BAM
145
Bayshore Asset Management
Florida
$7.26M -$284K -2,812 -4%
AFP
146
Ausdal Financial Partners
Iowa
$7.14M +$1.86M +18,434 +35%
VAG
147
Vannoy Advisory Group
Texas
$7.07M – – –
PAG
148
Private Advisor Group
New Jersey
$7.03M +$2.92M +28,992 +71%
AA
149
Auxano Advisors
Washington
$6.98M -$289K -2,871 -4%
BC
150
Brio Consultants
California
$6.89M -$1.22M -12,137 -15%
4 5
6
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