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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 %
EPW
51
Endeavor Private Wealth
Kansas
$2.1M +$569K +11,042 +37%
AWM
52
Ariadne Wealth Management
California
$1.93M +$139K +2,489 +8%
Raymond James Financial
53
Raymond James Financial
Florida
$1.85M +$466K +9,044 +34%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$1.84M -$419K -8,117 -19%
FDW
55
Fourth Dimension Wealth
Ohio
$1.7M +$99.3K +1,926 +6%
CA
56
CoreCap Advisors
Michigan
$1.68M +$286K +5,538 +20%
CPA
57
Cardiff Park Advisors
California
$1.59M +$1.48M +28,758 +1,384%
KAM
58
Knightsbridge Asset Management
California
$1.58M +$78.1K +1,514 +5%
PL
59
Plancorp LLC
Missouri
$1.51M – – –
AIC
60
Allodium Investment Consultants
Minnesota
$1.51M +$523K +10,149 +53%
HWM
61
HB Wealth Management
Georgia
$1.5M +$312K +6,058 +26%
BH
62
Burk Holdings
Oklahoma
$1.49M +$806K +15,629 +118%
MFT
63
Moisand Fitzgerald Tamayo
Florida
$1.43M +$97.4K +1,889 +7%
JTWM
64
Jackson Thornton Wealth Management
Alabama
$1.27M – – –
THL
65
Tillman Hartley LLC
Colorado
$1.25M +$8.66K +168 +0.7%
CWA
66
Centennial Wealth Advisory
Michigan
$1.24M +$267K +5,181 +27%
DFS
67
Dixon Fnancial Services
California
$1.15M – – –
WRPWM
68
Werba Rubin Papier Wealth Management
California
$1.15M +$22.2K +431 +2%
AW
69
Atlas Wealth
Ohio
$1.13M +$250K +4,734 +28%
MW
70
Maia Wealth
Colorado
$1.08M +$1.08M +20,908 New
RWM
71
Ruedi Wealth Management
Illinois
$1.02M +$895K +17,361 +719%
Mariner
72
Mariner
Kansas
$991K +$750K +14,540 +311%
MFG
73
Mendota Financial Group
Wisconsin
$965K +$965K +18,714 New
Wells Fargo
74
Wells Fargo
California
$903K +$137K +2,656 +18%
KAS
75
Kestra Advisory Services
Texas
$878K +$440K +8,538 +101%
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