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Avantis US Small Cap Equity ETF

174 hedge funds and large institutions have $1.77B invested in Avantis US Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 41

15% more funds holding

Funds holding: 151174 (+23)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

16% less capital invested

Capital invested by funds: $2.11B → $1.77B (-$346M)

37.92% less ownership

Funds ownership: 128.26%90.34% (-38%)

Holders
174
Holders Change
+23
Holders Change %
+15.23%
% of All Funds
2.28%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
40
Increased
70
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$8.59M -$1.47M -26,678 -15%
BHWM
27
Beaird Harris Wealth Management
Texas
$7.03M -$131K -2,379 -2%
LA
28
LexAurum Advisors
Kansas
$7.01M +$20.7K +376 +0.3%
NWM
29
Northwest Wealth Management
Iowa
$6.65M +$572K +10,370 +10%
SAI
30
Savvy Advisors Inc
New York
$6.32M +$6.09M +110,402 New
WFA
31
Websterrogers Financial Advisors
South Carolina
$5.75M +$2.26K +41 +0%
PRRFG
32
Paul R. Ried Financial Group
Washington
$4.67M -$42.1K -764 -0.9%
MML Investors Services
33
MML Investors Services
Massachusetts
$4.35M +$203K +3,680 +5%
LFA
34
Level Financial Advisors
New York
$4.2M +$393K +7,118 +11%
DWM
35
Dogwood Wealth Management
Kansas
$3.97M +$272K +4,924 +8%
CPIG
36
Chicago Partners Investment Group
Illinois
$3.91M +$336K +6,098 +10%
RW
37
Ridgeline Wealth
Arizona
$3.74M +$63.8K +1,157 +2%
CPL
38
CAP Partners LLC
Tennessee
$3.62M +$76.1K +1,379 +2%
PCM
39
Passive Capital Management
Maryland
$3.58M
GSIS
40
Global Strategic Investment Solutions
Arizona
$3.52M +$762K +13,805 +29%
HP
41
Haven Private
Florida
$3.37M +$730K +13,232 +29%
JP Morgan Chase
42
JP Morgan Chase
New York
$3.2M -$486K -8,818 -14%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$3.1M -$498K -9,029 -14%
AA
44
Aire Advisors
California
$3.01M +$496 +9 +0%
KFP
45
KMG Fiduciary Partners
Ohio
$2.97M +$11.9K +216 +0.4%
PIWA
46
Prevail Innovative Wealth Advisors
Kansas
$2.92M +$160K +2,899 +6%
FOR
47
Family Office Research
Maryland
$2.87M -$91.1K -1,651 -3%
CPWM
48
Cypress Point Wealth Management
Texas
$2.75M +$319K +5,777 +14%
EPW
49
Endeavor Private Wealth
Kansas
$2.37M +$36.7K +665 +2%
AIM
50
Acropolis Investment Management
Missouri
$2.36M