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Avantis US Small Cap Equity ETF

218 hedge funds and large institutions have $2.26B invested in Avantis US Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

117% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 48

13% more capital invested

Capital invested by funds: $1.99B → $2.26B (+$267M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more funds holding

Funds holding: 204218 (+14)

1.95% less ownership

Funds ownership: 93.21%91.26% (-2%)

Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
2.69%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
32
Increased
104
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$12.1M +$798K +12,691 +7%
AUB
27
Atlantic Union Bankshares
Virginia
$11M -$26.5K -421 -0.2%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$10.3M +$991K +15,754 +11%
FIM
29
Freedom Investment Management
Connecticut
$10M -$319K -5,074 -3%
BFG
30
Berger Financial Group
Minnesota
$9.53M -$8.03M -127,747 -46%
Raymond James Financial
31
Raymond James Financial
Florida
$9.19M +$7.07M +112,395 +321%
OIA
32
OneDigital Investment Advisors
Kansas
$8.94M +$24.4K +388 +0.3%
NWM
33
Northwest Wealth Management
Iowa
$8.83M +$912K +14,510 +11%
BDWCC
34
B&D White Capital Company
Texas
$8.78M +$2.48M +39,487 +39%
AWM
35
Aprio Wealth Management
Georgia
$8.48M +$403K +6,411 +5%
CWA
36
Choice Wealth Advisors
Maine
$8.07M +$8.14M +129,469 New
SAI
37
Savvy Advisors Inc
New York
$7.81M +$729K +11,597 +10%
BHWM
38
Beaird Harris Wealth Management
Texas
$7.21M -$299K -4,753 -4%
LA
39
LexAurum Advisors
Kansas
$6.79M +$6.86M +109,057 New
FFG
40
Foundry Financial Group
New Hampshire
$6.33M +$6.38M +101,532 New
WFA
41
Websterrogers Financial Advisors
South Carolina
$6.14M +$234K +3,717 +4%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$6.02M +$243K +3,862 +4%
LFA
43
Level Financial Advisors
New York
$5.6M +$306K +4,868 +6%
CPIG
44
Chicago Partners Investment Group
Illinois
$5.42M +$895K +14,228 +22%
Mariner
45
Mariner
Kansas
$5.36M +$3.81M +60,635 +238%
PRRFG
46
Paul R. Ried Financial Group
Washington
$5.02M -$36.6K -582 -0.7%
SB
47
Strategic Blueprint
Georgia
$4.87M -$34K -540 -0.7%
WWA
48
WCG Wealth Advisors
Nevada
$4.82M +$4.86M +77,289 New
RW
49
Ridgeline Wealth
Arizona
$4.51M +$142K +2,259 +3%
MML Investors Services
50
MML Investors Services
Massachusetts
$4.26M -$953K -15,151 -18%