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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 %
American Century Companies
1
American Century Companies
Missouri
$320M +$21.6M +234,099 +7%
ORL
2
Oak Root LLC
California
$282M +$1.21M +13,125 +0.4%
AAS
3
Annex Advisory Services
Wisconsin
$214M -$115M -1,244,485 -35%
LPL Financial
4
LPL Financial
California
$199M +$67.2M +727,153 +51%
AP
5
Adero Partners
California
$153M +$8.5M +91,967 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$151M -$8.3M -89,873 -5%
HighTower Advisors
7
HighTower Advisors
Illinois
$148M -$1.67M -18,095 -1%
Morgan Stanley
8
Morgan Stanley
New York
$109M -$5.83M -63,074 -5%
TIA
9
Traphagen Investment Advisors
New Jersey
$109M +$1.03M +11,186 +1%
HWM
10
HB Wealth Management
Georgia
$108M +$104M +1,121,070 +2,108%
Creative Planning
11
Creative Planning
Kansas
$107M -$7.76M -83,978 -7%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$105M +$34.8K +377 +0%
WWP
13
Waypoint Wealth Partners
California
$99.8M +$53.2K +576 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$99.5M +$60M +649,341 +152%
Corient Private Wealth
15
Corient Private Wealth
Florida
$96.1M +$8.2M +88,763 +9%
QFA
16
Quantum Financial Advisors
California
$94.6M +$1.68M +18,211 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$86.3M -$38.6M -417,467 -31%
RW
18
RVW Wealth
California
$82.4M -$13.4M -144,816 -14%
SAF
19
Smith Anglin Financial
Texas
$81.6M +$142K +1,541 +0.2%
MWM
20
Modera Wealth Management
New Jersey
$80.6M +$3.91M +42,276 +5%
BDWCC
21
B&D White Capital Company
Texas
$80.5M +$24.6M +266,654 +44%
OIA
22
OneDigital Investment Advisors
Kansas
$69.3M -$2.08M -22,497 -3%
CAM
23
Cresset Asset Management
Illinois
$69.1M +$12.7M +137,757 +23%
Bank of America
24
Bank of America
North Carolina
$65.3M +$13.4M +145,324 +26%
FSC
25
Full Sail Capital
Oklahoma
$61.7M -$2.03M -21,984 -3%
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