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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
American Century Companies
1
American Century Companies
Missouri
$320M +$22.8M +234,099 +7%
ORL
2
Oak Root LLC
California
$282M +$1.28M +13,125 +0.4%
AAS
3
Annex Advisory Services
Wisconsin
$214M -$121M -1,244,485 -35%
LPL Financial
4
LPL Financial
California
$199M +$70.9M +727,153 +51%
AP
5
Adero Partners
California
$153M +$8.96M +91,967 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$151M -$8.76M -89,873 -5%
HighTower Advisors
7
HighTower Advisors
Illinois
$148M -$1.76M -18,095 -1%
Morgan Stanley
8
Morgan Stanley
New York
$109M -$6.15M -63,074 -5%
TIA
9
Traphagen Investment Advisors
New Jersey
$109M +$1.09M +11,186 +1%
HWM
10
HB Wealth Management
Georgia
$108M +$109M +1,121,070 +2,108%
Creative Planning
11
Creative Planning
Kansas
$107M -$8.18M -83,978 -7%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$105M +$36.7K +377 +0%
WWP
13
Waypoint Wealth Partners
California
$99.8M +$56.1K +576 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$99.5M +$63.3M +649,341 +152%
Corient Private Wealth
15
Corient Private Wealth
Florida
$96.1M +$8.65M +88,763 +9%
QFA
16
Quantum Financial Advisors
California
$94.6M +$1.77M +18,211 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$86.3M -$40.7M -417,467 -31%
RW
18
RVW Wealth
California
$82.4M -$14.1M -144,816 -14%
SAF
19
Smith Anglin Financial
Texas
$81.6M +$150K +1,541 +0.2%
MWM
20
Modera Wealth Management
New Jersey
$80.6M +$4.12M +42,276 +5%
BDWCC
21
B&D White Capital Company
Texas
$80.5M +$26M +266,654 +44%
OIA
22
OneDigital Investment Advisors
Kansas
$69.3M -$2.19M -22,497 -3%
CAM
23
Cresset Asset Management
Illinois
$69.1M +$13.4M +137,757 +23%
Bank of America
24
Bank of America
North Carolina
$65.3M +$14.2M +145,324 +26%
FSC
25
Full Sail Capital
Oklahoma
$61.7M -$2.14M -21,984 -3%

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.