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Avantis US Small Cap Equity ETF

149 hedge funds and large institutions have $2.11B invested in Avantis US Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$709M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$649M
MIAS
3
Mason Investment Advisory Services
Virginia
$181M
WMN
4
Wealth Management Nebraska
Nebraska
$75.5M
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$54.5M
Creative Planning
6
Creative Planning
Kansas
$31.8M
EGWAG
7
Elwood & Goetz Wealth Advisory Group
Georgia
$28.9M
PP
8
PrairieView Partners
Minnesota
$24.1M
AWM
9
AE Wealth Management
Kansas
$24M
LPL Financial
10
LPL Financial
California
$23.7M
SW
11
Simplicity Wealth
New Jersey
$21.7M
American Century Companies
12
American Century Companies
Missouri
$18M
BFG
13
Berger Financial Group
Minnesota
$13.8M
WPA
14
West Paces Advisors
Georgia
$13.5M
FWP
15
FAS Wealth Partners
Kansas
$12.9M
WAG
16
Wheelhouse Advisory Group
Missouri
$12.7M
Corient Private Wealth
17
Corient Private Wealth
Florida
$12.3M
FIM
18
Freedom Investment Management
Connecticut
$10M
PAS
19
Park Avenue Securities
New York
$10M
FIA
20
Foundations Investment Advisors
Arizona
$9.38M
AUB
21
Atlantic Union Bankshares
Virginia
$9.13M
OIA
22
OneDigital Investment Advisors
Kansas
$9.11M
Morgan Stanley
23
Morgan Stanley
New York
$7.98M
BHWM
24
Beaird Harris Wealth Management
Texas
$6.45M
FPAS
25
Focus Partners Advisor Solutions
Missouri
$6.35M