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Avantis US Equity ETF

518 hedge funds and large institutions have $44.7B invested in Avantis US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 199 increasing their positions, 169 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more capital invested

Capital invested by funds: $7.82B → $44.7B (+$36.8B)

172% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 25

41.83% more ownership

Funds ownership: 79.3%121.13% (+42%)

18% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 169

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

8% more funds holding

Funds holding: 481518 (+37)

Holders
518
Holders Change
+37
Holders Change %
+7.69%
% of All Funds
6.3%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.31%
New
68
Increased
199
Reduced
169
Closed
25
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Align Financial
Minnesota
$36B +$3.97B +36,006,016 New
HWM
2
HB Wealth Management
Georgia
$587M +$53.6M +486,787 +10%
American Century Companies
3
American Century Companies
Missouri
$426M +$26.4M +239,346 +7%
ORL
4
Oak Root LLC
California
$325M -$14M -126,756 -4%
AAS
5
Annex Advisory Services
Wisconsin
$275M -$17.1M -155,267 -6%
LPL Financial
6
LPL Financial
California
$259M +$190K +1,722 +0.1%
Corient Private Wealth
7
Corient Private Wealth
Florida
$249M +$147M +1,336,959 +150%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$221M +$5.73M +52,018 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$188M +$6.93M +62,954 +4%
HighTower Advisors
10
HighTower Advisors
Illinois
$187M +$1.96M +17,827 +1%
FPI
11
Financial Plan Inc
Washington
$149M +$147M +1,335,641 New
TIA
12
Traphagen Investment Advisors
New Jersey
$140M +$2.21M +20,025 +2%
QFA
13
Quantum Financial Advisors
California
$138M +$4.68M +42,516 +4%
GPWA
14
Great Point Wealth Advisors
Massachusetts
$125M -$340K -3,088 -0.3%
BPA
15
Beacon Pointe Advisors
California
$124M +$1.54M +13,999 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$124M +$1.37M +12,411 +1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$114M -$13.1M -118,578 -10%
MWM
18
Modera Wealth Management
New Jersey
$111M -$4.23M -38,365 -4%
Morgan Stanley
19
Morgan Stanley
New York
$111M -$8.48M -76,999 -7%
Creative Planning
20
Creative Planning
Kansas
$110M -$3.76M -34,144 -3%
RW
21
RVW Wealth
California
$91.9M -$577K -5,243 -0.6%
BDWCC
22
B&D White Capital Company
Texas
$83.9M +$21.7M +197,089 +36%
PAS
23
Park Avenue Securities
New York
$81.3M +$6.87M +62,353 +9%
BA
24
Bridgewater Advisors
New York
$80.3M +$5.86M +53,209 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$78.7M +$7.2M +65,408 +10%