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Avantis US Small Cap Equity ETF

218 hedge funds and large institutions have $2.26B invested in Avantis US Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

117% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 48

13% more capital invested

Capital invested by funds: $1.99B → $2.26B (+$267M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more funds holding

Funds holding: 204218 (+14)

1.95% less ownership

Funds ownership: 93.21%91.26% (-2%)

Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
2.69%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
32
Increased
104
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Claris Advisors
Missouri
$1.03M
PWA
102
PCG Wealth Advisors
Kansas
$1.03M -$59.2K -941 -5%
TIM
103
Tortoise Investment Management
New York
$993K
CW
104
Curio Wealth
Maryland
$988K +$174K +2,775 +21%
IAA
105
Independent Advisor Alliance
North Carolina
$981K +$990K +15,753 New
EFP
106
EnRich Financial Partners
Wisconsin
$974K +$87.7K +1,395 +10%
AWA
107
Arkadios Wealth Advisors
Georgia
$947K +$679K +10,793 +245%
CAL
108
Capital Analysts LLC
Pennsylvania
$904K +$1.32K +21 +0.1%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$904K +$16.2K +257 +2%
S
110
Sunpointe
Missouri
$896K
ARA
111
Approach Retirement Advisors
Alabama
$893K +$5.72K +91 +0.6%
AWP
112
Axis Wealth Partners
Rhode Island
$891K +$80.7K +1,283 +10%
SF
113
Summit Financial
New Jersey
$845K +$40.9K +651 +5%
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$831K -$28.7K -456 -3%
APP
115
Avantax Planning Partners
Iowa
$779K -$33K -525 -4%
AR
116
Apeiron RIA
Texas
$765K -$55.4K -881 -7%
PP
117
Pearl Planning
Michigan
$704K +$24.3K +387 +4%
KFP
118
KMG Fiduciary Partners
Ohio
$691K -$2.57M -40,800 -79%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$637K +$174K +2,760 +38%
MW
120
Maia Wealth
Colorado
$627K -$63 -1 -0%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$626K +$243K +3,861 +61%
ZF
122
Zhang Financial
Michigan
$598K -$40.7K -647 -6%
TF
123
Thayer Financial
North Carolina
$578K +$503 +8 +0.1%
PAM
124
Pacific Asset Management
Washington
$567K +$30.4K +483 +6%
CB
125
Commerce Bank
Missouri
$549K +$555K +8,820 New