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Avantis US Equity ETF

447 hedge funds and large institutions have $6.11B invested in Avantis US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 137 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $129K | Put options by funds: $9K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

39% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 137

4% more funds holding

Funds holding: 430447 (+17)

0.7% more ownership

Funds ownership: 79.41%80.11% (+0.7%)

1% less capital invested

Capital invested by funds: $6.18B → $6.11B (-$65.4M)

2% less funds holding in top 10

Funds holding in top 10: 9593 (-2)

Holders
447
Holders Change
+17
Holders Change %
+3.95%
% of All Funds
5.99%
Holding in Top 10
93
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.11%
% of All Funds
1.25%
New
47
Increased
191
Reduced
137
Closed
25
Calls
$129K
Puts
$9K
Net Calls
+$120K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
FWI
201
Facet Wealth Inc
Maryland
$2.69M -$263K -2,701 -8%
TI
202
Truepoint Inc
Ohio
$2.53M +$926K +9,504 +53%
LSA
203
Lion Street Advisors
Texas
$2.48M -$588K -6,034 -18%
CAC
204
Certified Advisory Corp
Florida
$2.47M -$122K -1,255 -4%
ATI
205
ARK & TLK Investments
Oklahoma
$2.46M +$493K +5,055 +23%
VC
206
Vicus Capital
Pennsylvania
$2.43M -$118K -1,210 -4%
MFC
207
Morris Financial Concepts
South Carolina
$2.32M +$20.1K +206 +0.8%
FFM
208
Forum Financial Management
Illinois
$2.31M +$2.43M +24,967 New
KIM
209
Kestra Investment Management
Texas
$2.27M +$1.53M +15,699 +176%
KAM
210
KEB Asset Management
Illinois
$2.27M +$2.39M +24,579 New
CPA
211
Capital Performance Advisors
California
$2.23M +$365K +3,749 +18%
FTS
212
Fifth Third Securities
Ohio
$2.22M +$596K +6,119 +34%
TWD
213
True Wealth Design
Ohio
$2.21M +$354K +3,635 +18%
KAM
214
Knightsbridge Asset Management
California
$2.06M -$2.87M -29,424 -57%
VAMG
215
Voisard Asset Management Group
Michigan
$2.04M +$956K +9,816 +80%
MFG
216
Magnus Financial Group
New York
$2.02M -$65.4K -671 -3%
THL
217
Tillman Hartley LLC
Colorado
$2.02M -$150K -1,543 -7%
S
218
Sunpointe
Missouri
$1.94M
CHAM
219
Clear Harbor Asset Management
Connecticut
$1.93M +$162K +1,664 +9%
PIWA
220
Prevail Innovative Wealth Advisors
Kansas
$1.86M +$295K +3,024 +18%
ASN
221
Advisory Services Network
Georgia
$1.82M -$3.9K -40 -0.2%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$1.81M +$1.54M +15,768 +415%
GWM
223
Geneos Wealth Management
Colorado
$1.8M +$748K +7,679 +65%
BFG
224
Beacon Financial Group
Texas
$1.77M -$17.6K -181 -0.9%
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$1.75M

AVUS Hedge Fund Activity: Q1 2025 in Review

447 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q1 2025, worth a combined $6.11B — down 1.1% from $6.18B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVUS positions and 25 closed out — a net gain of 22 holders — while 191 added to existing stakes and 137 trimmed.

The largest buyer was HB Wealth Management, adding an estimated $109M. The largest seller was Annex Advisory Services, cutting an estimated $121M.

  • 447 institutional investors held Avantis US Equity ETF (AVUS) as of Q1 2025, up from 430 in Q4 2024.
  • Funds reported $6.11B of Avantis US Equity ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 47 funds opened new Avantis US Equity ETF positions in Q1 2025 and 25 closed out, a net change of +22 holders.
  • The largest Avantis US Equity ETF buyer in Q1 2025 was HB Wealth Management, an estimated $109M added.
  • The largest Avantis US Equity ETF seller in Q1 2025 was Annex Advisory Services, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.