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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 %
SWM
176
Seed Wealth Management
Illinois
$4.08M +$222K +2,400 +6%
GVAG
177
Great Valley Advisor Group
Delaware
$4.07M -$11.1M -120,141 -73%
IWS
178
Integrity Wealth Solutions
Colorado
$4.05M +$118K +1,276 +3%
PP
179
Prosperity Planning
Missouri
$3.85M +$88.9K +962 +2%
CWM
180
Castle Wealth Management
Florida
$3.85M +$22.4K +243 +0.6%
PAG
181
Private Advisor Group
New Jersey
$3.76M -$44.6K -483 -1%
LSA
182
L & S Advisors
California
$3.69M -$379K -4,102 -9%
CW
183
CreativeOne Wealth
Kansas
$3.4M +$523K +5,664 +18%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$3.38M -$849K -9,192 -20%
KW
185
KWB Wealth
California
$3.36M -$115K -1,184 -3%
NRWA
186
North Ridge Wealth Advisors
Oregon
$3.23M – – –
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$3.22M +$150K +1,628 +5%
SCM
188
Sterneck Capital Management
Missouri
$3.21M -$11.7K -127 -0.4%
CWA
189
Canvas Wealth Advisors
Kansas
$3.17M -$395K -4,553 -11%
TFP
190
Triune Financial Partners
Kansas
$3.13M +$9.79K +106 +0.3%
FGA
191
Fortis Group Advisors
New Jersey
$3M +$1.84M +19,924 +159%
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$2.93M – – –
SOS
193
Silver Oak Securities
Tennessee
$2.86M +$508K +5,531 +22%
EWP
194
Elevation Wealth Partners
California
$2.85M +$2.85M +30,880 New
PWS
195
Physician Wealth Solutions
Nevada
$2.84M +$127K +1,377 +5%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$2.83M +$33.6K +364 +1%
SAG
197
SageView Advisory Group
California
$2.81M +$22.4K +242 +0.8%
SWM
198
Silverlake Wealth Management
Vermont
$2.74M -$6.47K -70 -0.2%
FWI
199
Facet Wealth Inc
Maryland
$2.69M -$249K -2,701 -8%
TI
200
Truepoint Inc
Ohio
$2.53M +$878K +9,504 +53%
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