AVSC icon

Avantis US Small Cap Equity ETF
AVSC

Overview Fund Activity

147 hedge funds and large institutions have $2.1B invested in Avantis US Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
147
Holders Change
+13
Holders Change %
+9.7%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
28
Increased
72
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$649M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$709M
3
Creative Planning
3
Creative Planning
Kansas
$31.8M
4
WMN
4
Wealth Management Nebraska
Nebraska
$75.5M
5
SW
5
Simplicity Wealth
New Jersey
$21.7M

Top Sellers

1
AUB
1
Atlantic Union Bankshares
Virginia
$9.13M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.98M
3
BDWCC
3
B&D White Capital Company
Texas
$0
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$2.48M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LA
26
LexAurum Advisors
Kansas
$6.3M 122,148 +92,789 +316%
NWM
27
Northwest Wealth Management
Iowa
$5.45M 105,753 +8,405 +9%
WFA
28
Websterrogers Financial Advisors
South Carolina
$5.18M 100,376 +2,739 +3%
PRRFG
29
Paul R. Ried Financial Group
Washington
$4.25M 82,389 +59,306 +257%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.73M 72,378 +9,264 +15%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.65M 70,767 +8,347 +13%
DWM
32
Dogwood Wealth Management
Kansas
$3.46M 64,363 -4,258 -6%
LFA
33
Level Financial Advisors
New York
$3.42M 66,326 +5,454 +9%
CPIG
34
Chicago Partners Investment Group
Illinois
$3.34M 60,957 +2,708 +5%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3.34M 64,720 +47,309 +272%
RW
36
Ridgeline Wealth
Arizona
$3.31M 64,202 +64,202 New
PCM
37
Passive Capital Management
Maryland
$3.3M 62,500 – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.26M 63,155 +1,905 +3%
CPL
39
CAP Partners LLC
Tennessee
$3.19M 61,866 +3,222 +5%
CA
40
Cambridge Associates
Massachusetts
$2.84M 55,103 – –
AA
41
Aire Advisors
California
$2.71M 52,612 +24,228 +85%
FOR
42
Family Office Research
Maryland
$2.67M 51,863 -2,434 -4%
KFP
43
KMG Fiduciary Partners
Ohio
$2.66M 51,608 +3,690 +8%
PIWA
44
Prevail Innovative Wealth Advisors
Kansas
$2.48M 48,166 -75,117 -61%
GSIS
45
Global Strategic Investment Solutions
Arizona
$2.45M 47,601 +47,601 New
AIM
46
Acropolis Investment Management
Missouri
$2.36M 45,745 +45,745 New
HP
47
Haven Private
Florida
$2.35M 45,576 -16,542 -27%
FFA
48
Farther Finance Advisors
California
$2.29M 44,416 +7,897 +22%
KCPG
49
Kavar Capital Partners Group
Kansas
$2.22M 43,032 +43,032 New
CPWM
50
Cypress Point Wealth Management
Texas
$2.18M 42,241 -6,650 -14%
1
2
3 4 5