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Avantis Emerging Markets Small Cap Equity ETF

25 hedge funds and large institutions have $45.1M invested in Avantis Emerging Markets Small Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

54% more capital invested

Capital invested by funds: $29.2M → $45.1M (+$15.8M)

39% more funds holding

Funds holding: 1825 (+7)

14.8% more ownership

Funds ownership: 50.63%65.44% (+15%)

Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
12
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$13.9M +$7.06M +111,514 +100%
IFA
2
Index Fund Advisors
California
$6.7M +$1.22M +19,226 +22%
CWP
3
Cornerstone Wealth Partners
Michigan
$5.75M +$5.83M +92,165 New
TFO
4
Timonier Family Office
North Carolina
$4.91M +$318K +5,028 +7%
AWM
5
Ariadne Wealth Management
California
$1.78M -$46.2K -731 -3%
VCP
6
Vista Capital Partners
Oregon
$1.43M -$114K -1,808 -7%
AWM
7
Avior Wealth Management
Nebraska
$1.15M -$48.1K -761 -4%
MWA
8
Mills Wealth Advisors
Texas
$957K -$44.2K -698 -4%
CPL
9
CAP Partners LLC
Tennessee
$859K +$15.8K +249 +2%
CPWM
10
Cypress Point Wealth Management
Texas
$840K +$275K +4,352 +48%
TIM
11
Tortoise Investment Management
New York
$812K +$260K +4,109 +46%
TAWM
12
Three Arch Wealth Management
California
$766K +$776K +12,272 New
OMC
13
Old Mission Capital
Illinois
$752K +$763K +12,052 New
ATI
14
ARK & TLK Investments
Oklahoma
$703K +$474K +7,495 +199%
EFL
15
ERn Financial LLC
Wisconsin
$636K +$66.4K +1,050 +11%
LG
16
LAM Group
Oregon
$552K +$27.2K +430 +5%
CCM
17
Cloud Capital Management
Washington
$486K +$62.4K +987 +15%
Goldman Sachs
18
Goldman Sachs
New York
$473K -$471K -7,437 -50%
Corient Private Wealth
19
Corient Private Wealth
Florida
$406K +$207K +3,273 +101%
CPA
20
Cardiff Park Advisors
California
$325K +$380 +6 +0.1%
BDWCC
21
B&D White Capital Company
Texas
$308K +$312K +4,932 New
Jane Street
22
Jane Street
New York
$259K +$262K +4,142 New
PL
23
Plancorp LLC
Missouri
$257K +$260K +4,110 New
FFA
24
Farther Finance Advisors
California
$13K +$13.2K +208 New
AFC
25
Ares Financial Consulting
California
$4.56K +$4.62K +73 New

AVEE Hedge Fund Activity: Q4 2025 in Review

25 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) for Q4 2025, worth a combined $45.1M — up 54% from $29.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AVEE positions and 1 closed out — a net gain of 7 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was American Century Companies, adding an estimated $7.06M. The largest seller was Citadel Advisors, exiting entirely with an estimated $778K sold.

  • 25 institutional investors held Avantis Emerging Markets Small Cap Equity ETF (AVEE) as of Q4 2025, up from 18 in Q3 2025.
  • Funds reported $45.1M of Avantis Emerging Markets Small Cap Equity ETF stock for Q4 2025, up 54% quarter-over-quarter.
  • 8 funds opened new Avantis Emerging Markets Small Cap Equity ETF positions in Q4 2025 and 1 closed out, a net change of +7 holders.
  • The largest Avantis Emerging Markets Small Cap Equity ETF buyer in Q4 2025 was American Century Companies, an estimated $7.06M added.
  • The largest Avantis Emerging Markets Small Cap Equity ETF seller in Q4 2025 was Citadel Advisors, an estimated $778K sold.

Based on aggregated 13F filings for Q4 2025.