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Avantis US Small Cap Equity ETF

151 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 29 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $1.82B → $2.11B (+$292M)

13% more funds holding

Funds holding: 134151 (+17)

0.73% less ownership

Funds ownership: 128.99%128.26% (-0.73%)

Holders
151
Holders Change
+17
Holders Change %
+12.69%
% of All Funds
1.99%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
29
Increased
74
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
51
Endeavor Private Wealth
Kansas
$2.1M +$533K +11,042 +37%
AWM
52
Ariadne Wealth Management
California
$1.93M +$120K +2,489 +8%
Raymond James Financial
53
Raymond James Financial
Florida
$1.85M +$437K +9,044 +34%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$1.84M -$392K -8,117 -19%
FDW
55
Fourth Dimension Wealth
Ohio
$1.7M +$93K +1,926 +6%
CA
56
CoreCap Advisors
Michigan
$1.68M +$267K +5,538 +20%
CPA
57
Cardiff Park Advisors
California
$1.59M +$1.39M +28,758 +1,384%
KAM
58
Knightsbridge Asset Management
California
$1.58M +$73.1K +1,514 +5%
PL
59
Plancorp LLC
Missouri
$1.51M
AIC
60
Allodium Investment Consultants
Minnesota
$1.51M +$490K +10,149 +53%
HWM
61
HB Wealth Management
Georgia
$1.5M +$293K +6,058 +26%
BH
62
Burk Holdings
Oklahoma
$1.49M +$755K +15,629 +118%
MFT
63
Moisand Fitzgerald Tamayo
Florida
$1.43M +$91.2K +1,889 +7%
JTWM
64
Jackson Thornton Wealth Management
Alabama
$1.27M
THL
65
Tillman Hartley LLC
Colorado
$1.25M +$8.11K +168 +0.7%
CWA
66
Centennial Wealth Advisory
Michigan
$1.24M +$250K +5,181 +27%
DFS
67
Dixon Fnancial Services
California
$1.15M
WRPWM
68
Werba Rubin Papier Wealth Management
California
$1.15M +$20.8K +431 +2%
AW
69
Atlas Wealth
Ohio
$1.13M +$229K +4,734 +28%
MW
70
Maia Wealth
Colorado
$1.08M +$1.01M +20,908 New
RWM
71
Ruedi Wealth Management
Illinois
$1.02M +$838K +17,361 +719%
Mariner
72
Mariner
Kansas
$991K +$702K +14,540 +311%
MFG
73
Mendota Financial Group
Wisconsin
$965K +$904K +18,714 New
Wells Fargo
74
Wells Fargo
California
$903K +$128K +2,656 +18%
KAS
75
Kestra Advisory Services
Texas
$878K +$412K +8,538 +101%

AVSC Hedge Fund Activity: Q2 2025 in Review

151 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q2 2025, worth a combined $2.11B — up 16% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVSC positions and 11 closed out — a net gain of 18 holders — while 74 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $53.9M. The largest seller was Atlantic Union Bankshares, cutting an estimated $19.7M.

  • 151 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $2.11B of Avantis US Small Cap Equity ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 29 funds opened new Avantis US Small Cap Equity ETF positions in Q2 2025 and 11 closed out, a net change of +18 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $53.9M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q2 2025 was Atlantic Union Bankshares, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.