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Avantis US Equity ETF

473 hedge funds and large institutions have $7.07B invested in Avantis US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 213 increasing their positions, 134 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 20

59% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 134

16% more capital invested

Capital invested by funds: $6.09B → $7.07B (+$989M)

6% more funds holding

Funds holding: 446473 (+27)

4% more funds holding in top 10

Funds holding in top 10: 9296 (+4)

1.21% more ownership

Funds ownership: 79.77%80.97% (+1.2%)

Holders
473
Holders Change
+27
Holders Change %
+6.05%
% of All Funds
6.23%
Holding in Top 10
96
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.35%
% of All Funds
1.26%
New
52
Increased
213
Reduced
134
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1
HB Wealth Management
Georgia
$377M +$240M +2,561,165 +218%
American Century Companies
2
American Century Companies
Missouri
$350M +$957K +10,224 +0.3%
ORL
3
Oak Root LLC
California
$306M -$1.59M -17,022 -0.6%
AAS
4
Annex Advisory Services
Wisconsin
$261M +$24.9M +266,285 +11%
LPL Financial
5
LPL Financial
California
$225M +$7.6M +81,199 +4%
MPW
6
MASECO Private Wealth
$211M +$196M +2,093,479 New
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$194M +$148M +1,584,262 +460%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$169M +$3.44M +36,729 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$165M +$3.7M +39,548 +2%
SW
10
Simplicity Wealth
New Jersey
$137M +$67.2M +717,634 +112%
TIA
11
Traphagen Investment Advisors
New Jersey
$123M +$3.24M +34,596 +3%
Morgan Stanley
12
Morgan Stanley
New York
$116M -$3.02M -32,217 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$112M +$3.37M +35,982 +3%
QFA
14
Quantum Financial Advisors
California
$112M +$7.99M +85,361 +8%
Creative Planning
15
Creative Planning
Kansas
$109M -$7.22M -77,147 -7%
WWP
16
Waypoint Wealth Partners
California
$107M -$1.99M -21,284 -2%
Corient Private Wealth
17
Corient Private Wealth
Florida
$105M -$38.9K -415 -0%
MWM
18
Modera Wealth Management
New Jersey
$102M +$13.4M +143,649 +16%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$97.2M +$2.73M +29,160 +3%
RW
20
RVW Wealth
California
$83.9M -$5.67M -60,557 -7%
SHFA
21
SC&H Financial Advisors
Maryland
$68.1M +$3.55M +37,908 +6%
BWS
22
BCR Wealth Strategies
Alabama
$67.5M +$1.94M +20,695 +3%
Raymond James Financial
23
Raymond James Financial
Florida
$66.7M +$228K +2,436 +0.4%
FSC
24
Full Sail Capital
Oklahoma
$66.7M -$526K -5,615 -0.8%
WRPWM
25
Werba Rubin Papier Wealth Management
California
$65.7M +$2.81M +29,972 +5%

AVUS Hedge Fund Activity: Q2 2025 in Review

473 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q2 2025, worth a combined $7.07B — up 16% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AVUS positions and 20 closed out — a net gain of 32 holders — while 213 added to existing stakes and 134 trimmed.

The largest buyer was HB Wealth Management, adding an estimated $240M. The largest seller was Smith Anglin Financial, cutting an estimated $71.9M.

  • 473 institutional investors held Avantis US Equity ETF (AVUS) as of Q2 2025, up from 446 in Q1 2025.
  • Funds reported $7.07B of Avantis US Equity ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 52 funds opened new Avantis US Equity ETF positions in Q2 2025 and 20 closed out, a net change of +32 holders.
  • The largest Avantis US Equity ETF buyer in Q2 2025 was HB Wealth Management, an estimated $240M added.
  • The largest Avantis US Equity ETF seller in Q2 2025 was Smith Anglin Financial, an estimated $71.9M sold.

Based on aggregated 13F filings for Q2 2025.