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Avantis US Equity ETF

482 hedge funds and large institutions have $7.83B invested in Avantis US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 195 increasing their positions, 164 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

19% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 164

11% more capital invested

Capital invested by funds: $7.07B → $7.83B (+$759M)

2% more funds holding

Funds holding: 473482 (+9)

1% less funds holding in top 10

Funds holding in top 10: 9695 (-1)

1.58% less ownership

Funds ownership: 80.97%79.4% (-1.6%)

Holders
482
Holders Change
+9
Holders Change %
+1.9%
% of All Funds
6.33%
Holding in Top 10
95
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.04%
% of All Funds
1.25%
New
42
Increased
195
Reduced
164
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1
HB Wealth Management
Georgia
$518M +$108M +1,026,636 +27%
American Century Companies
2
American Century Companies
Missouri
$388M +$10.2M +96,975 +3%
ORL
3
Oak Root LLC
California
$330M
AAS
4
Annex Advisory Services
Wisconsin
$285M +$3.6M +34,332 +1%
LPL Financial
5
LPL Financial
California
$251M +$8.47M +80,728 +4%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$210M -$97.6K -930 -0%
HighTower Advisors
7
HighTower Advisors
Illinois
$180M +$2.22M +21,152 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$176M -$5.57M -53,125 -3%
TIA
9
Traphagen Investment Advisors
New Jersey
$134M +$1.92M +18,287 +2%
QFA
10
Quantum Financial Advisors
California
$129M +$8.61M +82,076 +7%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$123M +$76.7M +730,960 +181%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$122M +$118M +1,125,366 New
BPA
13
Beacon Pointe Advisors
California
$120M +$115M +1,099,465 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$119M -$1.77M -16,883 -2%
Morgan Stanley
15
Morgan Stanley
New York
$116M -$8.22M -78,379 -7%
MWM
16
Modera Wealth Management
New Jersey
$112M +$1.72M +16,437 +2%
Creative Planning
17
Creative Planning
Kansas
$111M -$6.24M -59,504 -6%
AC
18
Annandale Capital
Texas
$103M -$43.2K -412 -0.4%
Corient Private Wealth
19
Corient Private Wealth
Florida
$96.9M -$15.6M -148,465 -14%
RW
20
RVW Wealth
California
$89.9M -$484K -4,614 -0.6%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$77.6M -$26.2M -249,694 -26%
BWS
22
BCR Wealth Strategies
Alabama
$74.1M +$1.26M +11,974 +2%
WRPWM
23
Werba Rubin Papier Wealth Management
California
$73.9M +$2.99M +28,515 +4%
SW
24
Simplicity Wealth
New Jersey
$73.5M -$71.6M -682,596 -50%
PAS
25
Park Avenue Securities
New York
$72.3M +$7.11M +67,731 +11%