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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
HB Wealth Management
Georgia
$377M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$194M
3
SW
Simplicity Wealth
New Jersey
$137M
4
AAS
Annex Advisory Services
Wisconsin
$261M
5
RWM
Rockwood Wealth Management
Pennsylvania
$60.1M

Top Sellers

1
SAF
Smith Anglin Financial
Texas
$11.6M
2
BDWCC
B&D White Capital Company
Texas
$36.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$40.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.6M
5
Bank of America
Bank of America
North Carolina
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
201
SageView Advisory Group
California
$3.14M -$24K -230 -0.8%
EWP
202
Elevation Wealth Partners
California
$3.12M +$1.71K +17 +0.1%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$3.03M -$55.3K -549 -2%
GVAG
204
Great Valley Advisor Group
Delaware
$3.03M -$1.42M -14,055 -32%
LSA
205
Lion Street Advisors
Texas
$3M +$293K +2,906 +11%
Pathstone Holdings
206
Pathstone Holdings
New Jersey
$2.98M -$211K -2,089 -7%
SWM
207
Silverlake Wealth Management
Vermont
$2.94M -$52K -516 -2%
VC
208
Vicus Capital
Pennsylvania
$2.9M +$246K +2,441 +9%
CW
209
CreativeOne Wealth
Kansas
$2.81M -$897K -8,898 -24%
RIP
210
RAM Investment Partners
Washington
$2.73M +$1.94M +19,235 +245%
MWM
211
Modern Wealth Management
Kansas
$2.7M +$1.33M +13,201 +97%
FTS
212
Fifth Third Securities
Ohio
$2.67M +$251K +2,491 +10%
LPP
213
Life Planning Partners
Florida
$2.63M +$1.39M +13,805 +112%
VAMG
214
Voisard Asset Management Group
Michigan
$2.6M +$375K +3,723 +17%
BH
215
Burk Holdings
Oklahoma
$2.58M +$1.25M +12,411 +94%
VWA
216
Valued Wealth Advisors
Utah
$2.58M +$691K +6,858 +37%
RWM
217
Riverchase Wealth Management
Texas
$2.57M +$685K +6,791 +36%
MFC
218
Morris Financial Concepts
South Carolina
$2.56M +$28.1K +279 +1%
CHAM
219
Clear Harbor Asset Management
Connecticut
$2.42M +$307K +3,045 +15%
PIWA
220
Prevail Innovative Wealth Advisors
Kansas
$2.38M +$354K +3,509 +17%
CPA
221
Capital Performance Advisors
California
$2.37M -$63.1K -626 -3%
VIP
222
Vista Investment Partners
Oklahoma
$2.32M +$2.32M +22,982 New
FWI
223
Facet Wealth Inc
Maryland
$2.3M -$705K -6,840 -23%
Wealthfront Advisers
224
Wealthfront Advisers
California
$2.28M +$1.06M +10,508 +87%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$2.1M +$130K +1,285 +7%
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