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Avantis US Small Cap Equity ETF

134 hedge funds and large institutions have $1.82B invested in Avantis US Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-18
Holders Change %
-11.84%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
15
Increased
57
Reduced
43
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$15K +$5.95K +123 +66%
BL
127
BFSG LLC
California
$14.3K
1IA
128
1620 Investment Advisors
Massachusetts
$12.3K +$242 +5 +2%
ME
129
McIlrath & Eck
Washington
$10.7K
RIL
130
Rothschild Investment LLC
Illinois
$7.02K +$1.21K +25 +21%
BCMLT
131
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.82K +$5.82K +120 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$2K
Q1WB
133
Quest 10 Wealth Builders
Virginia
$1.74K -$194 -4 -10%
IHWM
134
Iron Horse Wealth Management
Iowa
$774 +$774 +16 New
PAS
135
Park Avenue Securities
New York
-$8.44M -155,206 Closed
PLFA
136
Pacific Life Fund Advisors
California
-$8.01M -147,404 Closed
WP
137
WMS Partners
Maryland
-$1.26M -23,118 Closed
GIM
138
Guild Investment Management
California
-$1.02M -18,840 Closed
IAA
139
Independent Advisor Alliance
North Carolina
-$955K -17,565 Closed
IWM
140
IHT Wealth Management
Illinois
-$894K -16,437 Closed
HCP
141
Hardin Capital Partners
South Carolina
-$912K -9,453 Closed
IFA
142
Index Fund Advisors
California
-$420K -7,726 Closed
QCM
143
QRG Capital Management
Illinois
-$358K -6,589 Closed
BCI
144
Brinker Capital Investments
Pennsylvania
-$325K -5,979 Closed
OPS
145
Orion Portfolio Solutions
Nebraska
-$325K -5,979 Closed
SWP
146
Stratos Wealth Partners
Ohio
-$283K -5,200 Closed
DA
147
Dover Advisors
Virginia
-$251K -4,620 Closed
EFP
148
EnRich Financial Partners
Wisconsin
-$233K -4,278 Closed
AWP
149
Astra Wealth Partners
New Jersey
-$218K -4,004 Closed
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
-$215K -3,953 Closed