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Avantis US Small Cap Equity ETF
AVSC

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: 151 → 174 (+23)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (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
–

Top Buyers

1
CA
Cambridge Associates
Massachusetts
+$43.2M
2
SC
Savant Capital
Illinois
+$26.4M
3
RFS
Retirement Financial Solutions
Tennessee
+$20.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$18.8M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.46M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$659M
2
SW
Simplicity Wealth
New Jersey
-$11.7M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$5.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.42M
5
KAM
Knightsbridge Asset Management
California
-$1.58M
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 – – –
1
2
3 4 5

AVSC Hedge Fund Activity: Q3 2025 in Review

174 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q3 2025, worth a combined $1.77B — down 16% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new AVSC positions and 13 closed out — a net gain of 27 holders — while 70 added to existing stakes and 41 trimmed.

The largest buyer was Cambridge Associates, adding an estimated $43.2M. The largest seller was Envestnet Asset Management, cutting an estimated $659M.

  • 174 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q3 2025, up from 151 in Q2 2025.
  • Funds reported $1.77B of Avantis US Small Cap Equity ETF stock for Q3 2025, down 16% quarter-over-quarter.
  • 40 funds opened new Avantis US Small Cap Equity ETF positions in Q3 2025 and 13 closed out, a net change of +27 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q3 2025 was Cambridge Associates, an estimated $43.2M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $659M sold.

Based on aggregated 13F filings for Q3 2025.