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Avantis US Small Cap Equity ETF

204 hedge funds and large institutions have $1.99B invested in Avantis US Small Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

107% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 41

17% more funds holding

Funds holding: 174204 (+30)

12% more capital invested

Capital invested by funds: $1.77B → $1.99B (+$220M)

2.87% more ownership

Funds ownership: 90.34%93.21% (+2.9%)

Holders
204
Holders Change
+30
Holders Change %
+17.24%
% of All Funds
2.48%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.16%
New
41
Increased
85
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$3.29M +$2.14K +37 +0.1%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$3.19M +$2.63M +45,428 +513%
KFP
53
KMG Fiduciary Partners
Ohio
$3.05M +$3.82K +66 +0.1%
AA
54
Aire Advisors
California
$3.02M -$68.1K -1,176 -2%
CPWM
55
Cypress Point Wealth Management
Texas
$3M +$173K +2,982 +6%
MFG
56
Mendota Financial Group
Wisconsin
$2.77M +$1.17M +20,234 +75%
CA
57
CoreCap Advisors
Michigan
$2.71M +$584K +10,081 +28%
AIM
58
Acropolis Investment Management
Missouri
$2.69M
FOR
59
Family Office Research
Maryland
$2.54M -$430K -7,428 -15%
AIC
60
Allodium Investment Consultants
Minnesota
$2.49M +$306K +5,283 +14%
EPW
61
Endeavor Private Wealth
Kansas
$2.34M -$96.9K -1,672 -4%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$2.32M -$58.1K -1,003 -2%
KCPG
63
Kavar Capital Partners Group
Kansas
$2.2M -$148K -2,554 -6%
Raymond James Financial
64
Raymond James Financial
Florida
$2.06M +$392K +6,758 +24%
FDW
65
Fourth Dimension Wealth
Ohio
$2M -$12.3K -212 -0.6%
SW
66
StrongBox Wealth
Missouri
$1.82M +$475K +8,205 +36%
CPA
67
Cardiff Park Advisors
California
$1.81M
BH
68
Burk Holdings
Oklahoma
$1.78M +$146K +2,525 +9%
PL
69
Plancorp LLC
Missouri
$1.72M -$58 -1 -0%
KAS
70
Kestra Advisory Services
Texas
$1.7M +$545K +9,399 +48%
HWM
71
HB Wealth Management
Georgia
$1.63M -$104K -1,801 -6%
THL
72
Tillman Hartley LLC
Colorado
$1.62M +$58 +1 +0%
MFT
73
Moisand Fitzgerald Tamayo
Florida
$1.6M -$20K -345 -1%
Mariner
74
Mariner
Kansas
$1.5M +$362K +6,243 +32%
BPA
75
Beacon Pointe Advisors
California
$1.48M +$635K +10,955 +77%