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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
AAP
176
Arax Advisory Partners
Colorado
$6.79M -$6.96M -63,194 -51%
VH
177
Visionary Horizons
Tennessee
$6.7M +$377K +3,419 +6%
QHA
178
Quarry Hill Advisors
Minnesota
$6.67M +$303K +2,747 +5%
ATI
179
ARK & TLK Investments
Oklahoma
$6.6M +$2.16M +19,608 +50%
SWM
180
SFG Wealth Management
Maryland
$6.38M -$39.2K -356 -0.6%
ARA
181
Approach Retirement Advisors
Alabama
$6.3M +$6.2M +56,317 New
RW
182
Ridgeline Wealth
Arizona
$6.17M +$456K +4,136 +8%
Financial Engines Advisors
183
Financial Engines Advisors
California
$6.16M +$153K +1,392 +3%
MFA
184
Morling Financial Advisors
California
$6.09M -$58.2K -528 -1%
AC
185
AlphaCore Capital
California
$6.02M -$1.08M -9,808 -15%
PP
186
Prosperity Planning
Missouri
$5.77M +$356K +3,231 +7%
GAM
187
Gotham Asset Management
New York
$5.64M
CPWM
188
Cypress Point Wealth Management
Texas
$5.59M -$413K -3,749 -7%
SDWIA
189
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.53M +$25.6K +232 +0.5%
EC
190
Eaton-Cambridge
Arizona
$5.53M -$48.7K -442 -0.9%
Jones Financial Companies
191
Jones Financial Companies
Missouri
$5.3M +$1.44M +13,063 +38%
MFS
192
Mattson Financial Services
Michigan
$5.25M +$1.32M +11,986 +34%
AQR Capital Management
193
AQR Capital Management
Connecticut
$5.19M +$2.31M +20,985 +82%
LBC
194
Lane Brothers & Co
Arizona
$5.16M +$5.09M +46,174 New
LSA
195
L & S Advisors
California
$5.12M +$7.16K +65 +0.1%
SWP
196
Summit Wealth Partners
Florida
$5.1M -$423K -3,837 -8%
IWS
197
Integrity Wealth Solutions
Colorado
$5.05M +$111K +1,009 +2%
BPW
198
BLVD Private Wealth
Kentucky
$4.9M -$125K -1,133 -3%
BWMG
199
Bannerman Wealth Management Group
Texas
$4.73M -$535K -4,856 -10%
NRWA
200
North Ridge Wealth Advisors
Oregon
$4.65M -$75.4K -685 -2%