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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$2.32M +$274K +4,960 +14%
KCPG
52
Kavar Capital Partners Group
Kansas
$2.29M -$166K -3,008 -7%
AIC
53
Allodium Investment Consultants
Minnesota
$2.13M +$438K +7,941 +27%
CA
54
CoreCap Advisors
Michigan
$2.07M +$189K +3,420 +10%
FDW
55
Fourth Dimension Wealth
Ohio
$1.97M +$75.5K +1,369 +4%
AWM
56
Ariadne Wealth Management
California
$1.84M -$105K -1,899 -5%
CPA
57
Cardiff Park Advisors
California
$1.77M
HWM
58
HB Wealth Management
Georgia
$1.69M +$26.6K +483 +2%
PL
59
Plancorp LLC
Missouri
$1.68M
Raymond James Financial
60
Raymond James Financial
Florida
$1.62M -$414K -7,509 -21%
BH
61
Burk Holdings
Oklahoma
$1.59M -$63.2K -1,146 -4%
MFT
62
Moisand Fitzgerald Tamayo
Florida
$1.58M -$12.1K -219 -0.8%
THL
63
Tillman Hartley LLC
Colorado
$1.58M +$185K +3,353 +14%
MFG
64
Mendota Financial Group
Wisconsin
$1.54M +$451K +8,173 +44%
CWA
65
Centennial Wealth Advisory
Michigan
$1.42M +$38.6K +699 +3%
JTWM
66
Jackson Thornton Wealth Management
Alabama
$1.36M -$3.53K -64 -0.3%
MW
67
Maia Wealth
Colorado
$1.35M +$151K +2,735 +13%
SW
68
StrongBox Wealth
Missouri
$1.31M +$1.26M +22,820 New
FPAS
69
Focus Partners Advisor Solutions
Missouri
$1.3M -$5.55M -100,551 -82%
DFS
70
Dixon Fnancial Services
California
$1.28M
WRPWM
71
Werba Rubin Papier Wealth Management
California
$1.27M -$4.08K -74 -0.3%
AW
72
Atlas Wealth
Ohio
$1.23M +$607 +11 +0.1%
RWM
73
Ruedi Wealth Management
Illinois
$1.13M +$2.81K +51 +0.3%
Wells Fargo
74
Wells Fargo
California
$1.13M +$121K +2,191 +13%
KAS
75
Kestra Advisory Services
Texas
$1.12M +$143K +2,590 +15%