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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
APP
101
Avantax Planning Partners
Iowa
$765K -$23.2K -400 -3%
AWP
102
Axis Wealth Partners
Rhode Island
$764K +$8.81K +152 +1%
CB
103
Centennial Bank
Arkansas
$761K +$559K +9,652 +293%
SF
104
Summit Financial
New Jersey
$759K +$118K +2,037 +19%
MW
105
Maia Wealth
Colorado
$645K -$787K -13,575 -57%
PP
106
Pearl Planning
Michigan
$641K +$633K +10,918 New
ZF
107
Zhang Financial
Michigan
$601K +$88.5K +1,527 +18%
AQR Capital Management
108
AQR Capital Management
Connecticut
$582K +$574K +9,903 New
CAM
109
Cresset Asset Management
Illinois
$550K +$132K +2,280 +32%
TF
110
Thayer Financial
North Carolina
$544K +$537K +9,263 New
PAM
111
Pacific Asset Management
Washington
$506K +$173K +2,991 +53%
BA
112
Bridgewater Advisors
New York
$491K -$19K -328 -4%
Jane Street
113
Jane Street
New York
$490K -$267K -4,601 -36%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$455K
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$448K -$3.77K -65 -0.9%
FHA
116
Flagship Harbor Advisors
Massachusetts
$427K +$421K +7,271 New
AA
117
Armis Advisers
Georgia
$424K +$409K +7,063 New
QCM
118
Quantinno Capital Management
New York
$419K +$28.6K +494 +7%
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$410K +$231K +3,993 +133%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$372K +$98.4K +1,699 +37%
AWM
121
Ariadne Wealth Management
California
$371K -$1.56M -26,854 -82%
BIG
122
Brooklyn Investment Group
New York
$356K +$347K +5,991 New
HA
123
Herold Advisors
New York
$353K
CPW
124
Cogent Private Wealth
Florida
$353K +$348K +6,005 New
CG
125
Caprock Group
Idaho
$348K +$13K +224 +4%