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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
DFC
126
DBK Financial Counsel
Ohio
$213K +$205K +3,724 New
Fidelity Investments
127
Fidelity Investments
Massachusetts
$211K +$166K +3,001 +441%
CB
128
Community Bank
New York
$211K +$203K +3,677 New
NFW
129
Noble Family Wealth
Florida
$209K +$201K +3,652 New
SAM
130
Sequent Asset Management
Texas
$208K -$33.7K -610 -14%
BP
131
BWM Planning
Texas
$208K +$200K +3,633 New
CCM
132
Cloud Capital Management
Washington
$206K +$199K +3,606 New
CB
133
Centennial Bank
Arkansas
$189K +$182K +3,297 New
Osaic Holdings
134
Osaic Holdings
Arizona
$176K +$6.67K +121 +4%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$171K +$108K +1,953 +188%
ASN
136
Advisory Services Network
Georgia
$152K +$146K +2,650 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$137K
Comerica Bank
138
Comerica Bank
Texas
$95.7K -$2.26K -41 -2%
NA
139
NewEdge Advisors
Louisiana
$93.6K +$90.2K +1,635 New
WWA
140
Wealth Watch Advisors
Colorado
$84K +$81K +1,468 New
AWM
141
Accredited Wealth Management
Kentucky
$82K +$346K +6,270 +388%
PTC
142
Private Trust Company
Ohio
$69.8K
RFA
143
Reyes Financial Architecture
California
$55.4K
MWA
144
Medallion Wealth Advisors
Connecticut
$55.4K
SAM
145
Smartleaf Asset Management
Massachusetts
$55.3K -$15.4K -280 -22%
MNA
146
Manning & Napier Advisors
New York
$49.8K +$48K +870 New
SPIA
147
Steward Partners Investment Advisory
New York
$42.7K
ACA
148
American Capital Advisory
Idaho
$40.6K +$39.1K +709 New
SGK
149
Steigerwald Gordon & Koch
Virginia
$40.4K +$38.9K +705 New
GRP
150
Global Retirement Partners
California
$31.4K +$13.7K +248 +82%