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Avantis US Small Cap Equity ETF

151 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 29 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $1.82B → $2.11B (+$292M)

13% more funds holding

Funds holding: 134151 (+17)

0.73% less ownership

Funds ownership: 128.99%128.26% (-0.73%)

Holders
151
Holders Change
+17
Holders Change %
+12.69%
% of All Funds
1.99%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
29
Increased
74
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$53.6K +$35.2K +729 +235%
MWA
127
Medallion Wealth Advisors
Connecticut
$51K +$46.7K +967 New
RFA
128
Reyes Financial Architecture
California
$49.9K
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$41K +$38.6K +800 New
SPIA
130
Steward Partners Investment Advisory
New York
$38.4K -$23K -476 -39%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$35.1K +$32.9K +681 New
EWM
132
Evolution Wealth Management
Florida
$25K +$23.4K +485 New
BCMLT
133
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.7K +$11.7K +242 +202%
AAP
134
Arax Advisory Partners
Colorado
$18.3K -$1.5K -31 -8%
RFG
135
REAP Financial Group
Texas
$18.1K
EWA
136
EverSource Wealth Advisors
Alabama
$17.3K
GRP
137
Global Retirement Partners
California
$15.5K +$14.5K +301 New
BL
138
BFSG LLC
California
$15.2K
FFO
139
Fortitude Family Office
Arizona
$12.1K +$11.3K +235 New
AF
140
Allworth Financial
California
$11.9K -$8.26K -171 -43%
ME
141
McIlrath & Eck
Washington
$11.4K
HI
142
Harbour Investments
Wisconsin
$8.77K +$8.21K +170 New
ETC
143
Exchange Traded Concepts
Oklahoma
$7.27K +$6.81K +141 New
RIL
144
Rothschild Investment LLC
Illinois
$3.35K -$3.86K -80 -55%
AF
145
Advisornet Financial
Minnesota
$2.38K +$2.22K +46 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$2K
Q1WB
147
Quest 10 Wealth Builders
Virginia
$1.86K
AssetMark Inc
148
AssetMark Inc
California
$1.39K -$22.2K -460 -94%
IHWM
149
Iron Horse Wealth Management
Iowa
$825
HC
150
Hurley Capital
New York
$776 +$724 +15 New

AVSC Hedge Fund Activity: Q2 2025 in Review

151 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q2 2025, worth a combined $2.11B — up 16% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVSC positions and 11 closed out — a net gain of 18 holders — while 74 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $53.9M. The largest seller was Atlantic Union Bankshares, cutting an estimated $19.7M.

  • 151 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $2.11B of Avantis US Small Cap Equity ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 29 funds opened new Avantis US Small Cap Equity ETF positions in Q2 2025 and 11 closed out, a net change of +18 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $53.9M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q2 2025 was Atlantic Union Bankshares, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.