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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
EC
176
Eaton-Cambridge
Arizona
$5.42M -$102K -968 -2%
SWP
177
Summit Wealth Partners
Florida
$5.38M -$165K -1,571 -3%
SDWIA
178
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.35M +$127K +1,207 +3%
PP
179
Prosperity Planning
Missouri
$5.26M +$303K +2,888 +6%
BWMG
180
Bannerman Wealth Management Group
Texas
$5.13M -$158K -1,506 -3%
LSA
181
L & S Advisors
California
$4.97M +$214K +2,039 +5%
BPW
182
BLVD Private Wealth
Kentucky
$4.89M +$144K +1,368 +3%
IWS
183
Integrity Wealth Solutions
Colorado
$4.8M +$90.8K +865 +2%
PPWM
184
PFG Private Wealth Management
Florida
$4.8M +$4.63M +44,158 New
HF
185
Holcombe Financial
Georgia
$4.78M +$3.78K +36 +0.1%
TWD
186
True Wealth Design
Ohio
$4.67M -$269K -2,562 -6%
NRWA
187
North Ridge Wealth Advisors
Oregon
$4.59M -$115K -1,099 -3%
FCG
188
Fielder Capital Group
Tennessee
$4.58M -$154K -1,467 -3%
THL
189
Tillman Hartley LLC
Colorado
$4.33M +$2.1M +19,987 +101%
ATI
190
ARK & TLK Investments
Oklahoma
$4.29M +$446K +4,247 +12%
PWS
191
Physician Wealth Solutions
Nevada
$4.01M -$195K -1,862 -5%
RWM
192
Ruedi Wealth Management
Illinois
$3.91M +$39.9K +380 +1%
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$3.89M +$85.9K +819 +2%
CWA
194
Canvas Wealth Advisors
Kansas
$3.88M -$143K -1,363 -4%
FFM
195
Forum Financial Management
Illinois
$3.87M -$890K -8,480 -19%
MFS
196
Mattson Financial Services
Michigan
$3.8M +$2.32M +22,103 +172%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$3.72M +$1.42M +13,491 +65%
TFP
198
Triune Financial Partners
Kansas
$3.71M +$9.23K +88 +0.3%
KW
199
KWB Wealth
California
$3.63M -$4.41K -42 -0.1%
GVAG
200
Great Valley Advisor Group
Delaware
$3.46M +$191K +1,824 +6%