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Avantis US Equity ETF

518 hedge funds and large institutions have $44.7B invested in Avantis US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 199 increasing their positions, 169 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more capital invested

Capital invested by funds: $7.82B → $44.7B (+$36.8B)

172% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 25

41.83% more ownership

Funds ownership: 79.3%121.13% (+42%)

18% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 169

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

8% more funds holding

Funds holding: 481518 (+37)

Holders
518
Holders Change
+37
Holders Change %
+7.69%
% of All Funds
6.3%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.31%
New
68
Increased
199
Reduced
169
Closed
25
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
126
Clarity Capital Advisors
Florida
$12M -$413K -3,752 -3%
MPW
127
Magnolia Private Wealth
Pennsylvania
$11.7M -$14.1M -127,941 -55%
WAG
128
Wilkerson Advisory Group
Missouri
$11.5M +$11.4M +103,317 New
BOC
129
Bull Oak Capital
California
$11.5M -$90.9K -825 -0.8%
WUW
130
Wheels Up Wealth
California
$11.1M +$10.9M +98,957 New
GWL
131
Generations Wealth LLC
Ohio
$10.8M +$10.7M +96,792 New
MW
132
Marrick Wealth
California
$10.7M +$10.6M +95,917 New
AC
133
Annandale Capital
Texas
$10.6M
WPC
134
Wedmont Private Capital
Pennsylvania
$10.4M +$3.52K +32 +0%
MWP
135
Meredith Wealth Planning
Illinois
$10M -$243K -2,210 -2%
PWM
136
Parkshore Wealth Management
California
$9.67M -$113K -1,027 -1%
CWM
137
Cornerstone Wealth Management
Missouri
$9.61M +$1.1M +9,992 +13%
IWM
138
IHT Wealth Management
Illinois
$9.17M -$990K -8,986 -10%
LWA
139
Lantern Wealth Advisors
New York
$9.17M -$656K -5,953 -7%
AW
140
Atlas Wealth
Ohio
$9.12M +$544K +4,939 +6%
LI
141
LRI Investments
Florida
$9.04M
EWM
142
Echo Wealth Management
Minnesota
$9.01M -$1.53M -13,920 -15%
HWM
143
Heirloom Wealth Management
Colorado
$8.98M +$836K +7,594 +10%
HA
144
Herold Advisors
New York
$8.97M +$649K +5,889 +8%
NWM
145
Northwest Wealth Management
Iowa
$8.88M -$260K -2,360 -3%
SRC
146
Sage Rhino Capital
California
$8.82M -$271K -2,460 -3%
PWM
147
Perigon Wealth Management
California
$8.74M -$151K -1,372 -2%
KIM
148
Kestra Investment Management
Texas
$8.59M +$1.15M +10,485 +16%
FS
149
Financial Symmetry
North Carolina
$8.47M -$78.6K -714 -0.9%
LWM
150
Lakeridge Wealth Management
Ohio
$8.42M -$542K -4,917 -6%