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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 %
UBS Group
126
UBS Group
Switzerland
$8.05M -$1.29M -13,914 -14%
CA
127
CoreCap Advisors
Michigan
$8M +$4.23M +45,828 +113%
WPC
128
Wedmont Private Capital
Pennsylvania
$7.97M +$2.96K +34 +0%
NA
129
NewEdge Advisors
Louisiana
$7.96M +$3.39M +36,715 +74%
PWM
130
Perigon Wealth Management
California
$7.77M +$165K +1,790 +2%
LI
131
LRI Investments
Florida
$7.75M +$7.61M +82,329 +5,384%
Ameriprise
132
Ameriprise
Minnesota
$7.55M +$1.03M +11,063 +16%
BC
133
Brio Consultants
California
$7.44M -$27.4K -297 -0.4%
LWM
134
Lakeridge Wealth Management
Ohio
$7.36M -$8.13K -88 -0.1%
AWM
135
Axxcess Wealth Management
California
$7.26M +$613K +6,634 +9%
HKIMG
136
Hutchens & Kramer Investment Management Group
Indiana
$7.05M +$4.06M +43,982 +136%
EFG
137
Ehrlich Financial Group
California
$7.03M -$1.65M -17,914 -19%
BAM
138
Bayshore Asset Management
Florida
$6.91M -$49.1K -532 -0.7%
EPW
139
Endeavor Private Wealth
Kansas
$6.84M +$463K +5,016 +7%
MPW
140
Magnolia Private Wealth
Pennsylvania
$6.69M +$1.01M +10,987 +18%
AA
141
Auxano Advisors
Washington
$6.66M -$148K -1,600 -2%
TC
142
TownSquare Capital
Utah
$6.61M +$1.68M +18,172 +34%
PWM
143
Parkshore Wealth Management
California
$6.5M -$242K -2,619 -4%
VAG
144
Vannoy Advisory Group
Texas
$6.48M – – –
SCM
145
SOL Capital Management
Maryland
$6.48M +$1.34M +14,556 +26%
HF
146
Holcombe Financial
Georgia
$6.33M +$344K +3,720 +6%
MWP
147
Meredith Wealth Planning
Illinois
$6.21M -$11.8K -128 -0.2%
CC
148
Callan Capital
California
$6.13M -$880K -9,527 -13%
AWM
149
Ariadne Wealth Management
California
$6.09M -$108K -1,164 -2%
CWM
150
Cornerstone Wealth Management
Missouri
$5.99M +$393K +4,249 +7%
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