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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
DWM
51
Dogwood Wealth Management
Kansas
$4.2M +$6.67K +106 +0.2%
CPL
52
CAP Partners LLC
Tennessee
$4.09M +$124K +1,966 +3%
CPA
53
Cardiff Park Advisors
California
$3.97M +$2.07M +32,904 +107%
PCM
54
Passive Capital Management
Maryland
$3.89M
HP
55
Haven Private
Florida
$3.7M -$67.5K -1,074 -2%
NA
56
Networth Advisors
Pennsylvania
$3.65M +$40.3K +641 +1%
MFG
57
Mendota Financial Group
Wisconsin
$3.55M +$618K +9,833 +21%
CPWM
58
Cypress Point Wealth Management
Texas
$3.5M +$328K +5,211 +10%
BAG
59
Bauman Advisory Group
Nevada
$3.48M +$3.51M +55,888 New
GSIS
60
Global Strategic Investment Solutions
Arizona
$3.34M -$471K -7,494 -12%
Wells Fargo
61
Wells Fargo
California
$3.31M +$2.05M +32,665 +159%
JP Morgan Chase
62
JP Morgan Chase
New York
$3.18M -$224K -3,555 -6%
AA
63
Aire Advisors
California
$3.15M -$50.6K -804 -2%
CA
64
CoreCap Advisors
Michigan
$3.01M +$134K +2,130 +5%
AIC
65
Allodium Investment Consultants
Minnesota
$2.91M +$265K +4,220 +10%
AIM
66
Acropolis Investment Management
Missouri
$2.85M
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$2.63M +$167K +2,655 +7%
FOR
68
Family Office Research
Maryland
$2.63M -$39.9K -634 -1%
KAS
69
Kestra Advisory Services
Texas
$2.58M +$775K +12,327 +42%
EPW
70
Endeavor Private Wealth
Kansas
$2.43M -$50.5K -803 -2%
AW
71
Atlas Wealth
Ohio
$2.3M +$832K +13,226 +56%
FDW
72
Fourth Dimension Wealth
Ohio
$2.27M +$148K +2,354 +7%
KCPG
73
Kavar Capital Partners Group
Kansas
$2.25M -$84.5K -1,344 -4%
BH
74
Burk Holdings
Oklahoma
$2.23M +$349K +5,554 +18%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$2.23M -$1.16M -18,503 -34%