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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 %
LSA
201
Lion Street Advisors
Texas
$2.48M -$557K -6,034 -18%
CAC
202
Certified Advisory Corp
Florida
$2.47M -$116K -1,255 -4%
ATI
203
ARK & TLK Investments
Oklahoma
$2.46M +$467K +5,055 +23%
VC
204
Vicus Capital
Pennsylvania
$2.43M -$112K -1,210 -4%
MFC
205
Morris Financial Concepts
South Carolina
$2.32M +$19K +206 +0.8%
FFM
206
Forum Financial Management
Illinois
$2.31M +$2.31M +24,967 New
KIM
207
Kestra Investment Management
Texas
$2.27M +$1.45M +15,699 +176%
KAM
208
KEB Asset Management
Illinois
$2.27M +$2.27M +24,579 New
CPA
209
Capital Performance Advisors
California
$2.23M +$346K +3,749 +18%
FTS
210
Fifth Third Securities
Ohio
$2.22M +$565K +6,119 +34%
TWD
211
True Wealth Design
Ohio
$2.21M +$336K +3,635 +18%
KAM
212
Knightsbridge Asset Management
California
$2.06M -$2.72M -29,424 -57%
VAMG
213
Voisard Asset Management Group
Michigan
$2.04M +$907K +9,816 +80%
MFG
214
Magnus Financial Group
New York
$2.02M -$62K -671 -3%
THL
215
Tillman Hartley LLC
Colorado
$2.02M -$143K -1,543 -7%
S
216
Sunpointe
Missouri
$1.94M – – –
CHAM
217
Clear Harbor Asset Management
Connecticut
$1.93M +$154K +1,664 +9%
PIWA
218
Prevail Innovative Wealth Advisors
Kansas
$1.86M +$279K +3,024 +18%
ASN
219
Advisory Services Network
Georgia
$1.82M -$3.7K -40 -0.2%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$1.81M +$1.46M +15,768 +415%
GWM
221
Geneos Wealth Management
Colorado
$1.8M +$709K +7,679 +65%
BFG
222
Beacon Financial Group
Texas
$1.77M -$16.7K -181 -0.9%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$1.76M – – –
VWA
224
Valued Wealth Advisors
Utah
$1.73M +$391K +4,229 +29%
RWM
225
Riverchase Wealth Management
Texas
$1.73M +$320K +3,469 +23%
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