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Avantis US Equity ETF

482 hedge funds and large institutions have $7.83B invested in Avantis US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 195 increasing their positions, 164 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

19% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 164

11% more capital invested

Capital invested by funds: $7.07B → $7.83B (+$759M)

2% more funds holding

Funds holding: 473482 (+9)

1% less funds holding in top 10

Funds holding in top 10: 9695 (-1)

1.58% less ownership

Funds ownership: 80.97%79.4% (-1.6%)

Holders
482
Holders Change
+9
Holders Change %
+1.9%
% of All Funds
6.33%
Holding in Top 10
95
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.04%
% of All Funds
1.25%
New
42
Increased
195
Reduced
164
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
126
Wedmont Private Capital
Pennsylvania
$9.98M +$2.94K +28 +0%
IWM
127
IHT Wealth Management
Illinois
$9.89M -$6.26M -59,675 -40%
OFI
128
Outbound Financial Inc
Colorado
$9.62M -$35.3K -336 -0.4%
LWA
129
Lantern Wealth Advisors
New York
$9.56M -$78.7K -750 -0.8%
PWM
130
Parkshore Wealth Management
California
$9.51M -$322K -3,067 -3%
SCM
131
SOL Capital Management
Maryland
$9.26M +$75.4K +719 +0.9%
EPW
132
Endeavor Private Wealth
Kansas
$9.18M -$118K -1,127 -1%
NWM
133
Northwest Wealth Management
Iowa
$8.89M -$448K -4,269 -5%
SRC
134
Sage Rhino Capital
California
$8.84M -$238K -2,268 -3%
LI
135
LRI Investments
Florida
$8.79M
LWM
136
Lakeridge Wealth Management
Ohio
$8.73M -$66.1K -630 -0.8%
PWM
137
Perigon Wealth Management
California
$8.65M -$215K -2,048 -3%
BFG
138
Buttonwood Financial Group
Missouri
$8.54M -$16M -152,718 -66%
AW
139
Atlas Wealth
Ohio
$8.34M +$3.75M +35,718 +87%
FS
140
Financial Symmetry
North Carolina
$8.31M -$76.2K -726 -0.9%
CWM
141
Cornerstone Wealth Management
Missouri
$8.25M +$197K +1,879 +3%
NA
142
NewEdge Advisors
Louisiana
$8.1M -$500K -4,767 -6%
HA
143
Herold Advisors
New York
$8.08M -$8.9M -84,789 -53%
HWM
144
Heirloom Wealth Management
Colorado
$7.91M +$7.63M +72,753 New
AFP
145
Ausdal Financial Partners
Iowa
$7.87M +$163K +1,551 +2%
BAM
146
Bayshore Asset Management
Florida
$7.77M -$58.1K -554 -0.8%
PAG
147
Private Advisor Group
New Jersey
$7.74M +$157K +1,498 +2%
UBS Group
148
UBS Group
Switzerland
$7.66M -$518K -4,937 -7%
VAG
149
Vannoy Advisory Group
Texas
$7.62M
Betterment LLC
150
Betterment LLC
New York
$7.49M +$873K +8,315 +14%