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Avantis US Small Cap Equity ETF
AVSC

Overview Fund Activity

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
+15
Holders Change %
+11.19%
% of All Funds
2%
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
74
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 Holding Trade Value Shares
Change 		Shares
Change %
LA
26
LexAurum Advisors
Kansas
$6.3M +$4.79M +92,789 +316%
NWM
27
Northwest Wealth Management
Iowa
$5.45M +$433K +8,405 +9%
WFA
28
Websterrogers Financial Advisors
South Carolina
$5.18M +$141K +2,739 +3%
PRRFG
29
Paul R. Ried Financial Group
Washington
$4.25M +$3.06M +59,306 +257%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.73M +$478K +9,264 +15%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.65M +$430K +8,347 +13%
DWM
32
Dogwood Wealth Management
Kansas
$3.46M -$229K -4,258 -6%
LFA
33
Level Financial Advisors
New York
$3.42M +$281K +5,454 +9%
CPIG
34
Chicago Partners Investment Group
Illinois
$3.34M +$148K +2,708 +5%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3.34M +$2.44M +47,309 +272%
RW
36
Ridgeline Wealth
Arizona
$3.31M +$3.31M +64,202 New
PCM
37
Passive Capital Management
Maryland
$3.3M – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.26M +$98.2K +1,905 +3%
CPL
39
CAP Partners LLC
Tennessee
$3.19M +$166K +3,222 +5%
CA
40
Cambridge Associates
Massachusetts
$2.84M – – –
AA
41
Aire Advisors
California
$2.71M +$1.25M +24,228 +85%
FOR
42
Family Office Research
Maryland
$2.67M -$126K -2,434 -4%
KFP
43
KMG Fiduciary Partners
Ohio
$2.66M +$190K +3,690 +8%
PIWA
44
Prevail Innovative Wealth Advisors
Kansas
$2.48M -$3.87M -75,117 -61%
GSIS
45
Global Strategic Investment Solutions
Arizona
$2.45M +$2.45M +47,601 New
AIM
46
Acropolis Investment Management
Missouri
$2.36M +$2.36M +45,745 New
HP
47
Haven Private
Florida
$2.35M -$853K -16,542 -27%
FFA
48
Farther Finance Advisors
California
$2.29M +$407K +7,897 +22%
KCPG
49
Kavar Capital Partners Group
Kansas
$2.22M +$2.22M +43,032 New
CPWM
50
Cypress Point Wealth Management
Texas
$2.18M -$343K -6,650 -14%
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