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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
Mariner
76
Mariner
Kansas
$1.1M +$55 +1 +0%
EAM
77
Evanson Asset Management
California
$996K +$41.6K +755 +5%
FFA
78
Farther Finance Advisors
California
$981K -$1.5M -27,280 -61%
PWA
79
PCG Wealth Advisors
Kansas
$935K +$901K +16,330 New
TIM
80
Tortoise Investment Management
New York
$922K -$13.8K -250 -2%
AR
81
Apeiron RIA
Texas
$915K +$403K +7,302 +82%
DI
82
Disciplined Investors
Texas
$899K
CFS
83
CRA Financial Services
New Jersey
$890K +$77.5K +1,405 +10%
CA
84
Clune & Associates
Illinois
$866K +$32.2K +584 +4%
CA
85
Claris Advisors
Missouri
$855K
S
86
Sunpointe
Missouri
$823K
BPA
87
Beacon Pointe Advisors
California
$816K +$120K +2,182 +18%
CAL
88
Capital Analysts LLC
Pennsylvania
$798K +$149K +2,709 +24%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$777K +$29.1K +528 +4%
EFP
90
EnRich Financial Partners
Wisconsin
$771K -$22.3K -405 -3%
APP
91
Avantax Planning Partners
Iowa
$768K -$113K -2,050 -13%
CW
92
Curio Wealth
Maryland
$749K +$607 +11 +0.1%
Jane Street
93
Jane Street
New York
$741K +$714K +12,940 New
AWP
94
Axis Wealth Partners
Rhode Island
$736K -$1.76K -32 -0.2%
SF
95
Summit Financial
New Jersey
$623K +$600K +10,877 New
LG
96
LAM Group
Oregon
$581K +$3.03K +55 +0.5%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$507K -$3.42M -61,914 -87%
ZF
98
Zhang Financial
Michigan
$499K +$165 +3 +0%
BA
99
Bridgewater Advisors
New York
$451K -$16.7K -303 -4%
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$443K -$240K -4,343 -36%