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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 %
CW
151
Curio Wealth
Maryland
$6.87M +$6.87M +68,135 +234,948%
AWM
152
Ariadne Wealth Management
California
$6.75M -$181K -1,709 -3%
AC
153
AlphaCore Capital
California
$6.59M +$6.59M +65,349 +544,575%
VCM
154
Versant Capital Management
Arizona
$6.53M -$4.23K -42 -0.1%
KIM
155
Kestra Investment Management
Texas
$6.52M +$4.11M +42,077 +171%
SXL
156
Summit X LLC
Missouri
$6.34M -$45.7K -453 -0.7%
MWA
157
MN Wealth Advisors
Kansas
$6.23M -$6.45K -64 -0.1%
IIA
158
Integrity Investment Advisors
Colorado
$6.18M -$46.4K -460 -0.7%
EFG
159
Ehrlich Financial Group
California
$6.17M -$1.51M -14,963 -20%
Betterment LLC
160
Betterment LLC
New York
$6.11M +$477K +4,735 +8%
CCM
161
Cloud Capital Management
Washington
$5.92M +$4.41M +42,843 +292%
GLA
162
Good Life Advisors
Pennsylvania
$5.91M +$417K +4,135 +8%
QHA
163
Quarry Hill Advisors
Minnesota
$5.81M +$821K +8,143 +16%
CGPCS
164
Capital Group Private Client Services
California
$5.77M +$17.9K +178 +0.3%
SCM
165
Sollinda Capital Management
Florida
$5.76M +$977K +9,686 +20%
AA
166
Armis Advisers
Georgia
$5.67M -$357K -3,538 -6%
VA
167
VestGen Advisors
Illinois
$5.67M +$5.67M +56,208 New
VH
168
Visionary Horizons
Tennessee
$5.63M +$223K +2,208 +4%
MFA
169
Morling Financial Advisors
California
$5.55M +$96.1K +953 +2%
CPWM
170
Cypress Point Wealth Management
Texas
$5.43M +$250K +2,482 +5%
Financial Engines Advisors
171
Financial Engines Advisors
California
$5.39M +$179K +1,771 +3%
RW
172
Ridgeline Wealth
Arizona
$5.17M -$24.2M -240,198 -82%
SWP
173
Summit Wealth Partners
Florida
$5.14M -$4.6M -45,674 -47%
EC
174
Eaton-Cambridge
Arizona
$5.13M +$200K +1,981 +4%
GAM
175
Gotham Asset Management
New York
$5.09M +$5.09M +50,500 New
5 6
7
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