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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 %
EAM
76
Evanson Asset Management
California
$858K +$461K +8,930 +116%
CA
77
Claris Advisors
Missouri
$855K +$855K +16,580 New
TIM
78
Tortoise Investment Management
New York
$843K -$117K -2,275 -12%
DI
79
Disciplined Investors
Texas
$809K +$37.7K +732 +5%
APP
80
Avantax Planning Partners
Iowa
$798K +$798K +15,471 New
CA
81
Clune & Associates
Illinois
$750K +$182K +3,527 +32%
S
82
Sunpointe
Missouri
$742K -$269K -5,220 -27%
CFS
83
CRA Financial Services
New Jersey
$729K -$138K -2,680 -16%
EFP
84
EnRich Financial Partners
Wisconsin
$715K +$715K +13,872 New
CW
85
Curio Wealth
Maryland
$674K +$673K +13,055 +100,423%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$673K +$673K +13,042 New
AWP
87
Axis Wealth Partners
Rhode Island
$665K +$59.5K +1,153 +10%
AA
88
Armis Advisers
Georgia
$660K -$33.8K -655 -5%
GWMR
89
GC Wealth Management RIA
Massachusetts
$635K -$308K -5,974 -33%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$623K -$20.6K -400 -3%
BPA
91
Beacon Pointe Advisors
California
$623K -$211K -4,093 -25%
FTUS
92
Flow Traders U.S.
New York
$582K +$582K +11,278 New
CAL
93
Capital Analysts LLC
Pennsylvania
$579K +$2.06K +40 +0.4%
SC
94
Stephens Consulting
Michigan
$563K +$267K +5,172 +90%
GB
95
Goepper Burkhardt
South Carolina
$541K -$132K -2,550 -20%
LG
96
LAM Group
Oregon
$521K +$26.3K +510 +5%
LSA
97
Lion Street Advisors
Texas
$475K +$43.4K +841 +10%
AR
98
Apeiron RIA
Texas
$460K +$460K +8,928 New
ZF
99
Zhang Financial
Michigan
$449K +$103 +2 +0%
BA
100
Bridgewater Advisors
New York
$446K +$21.6K +403 +5%
2 3
4
5 6