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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
GAM
126
GEM Asset Management
Michigan
$344K +$637 +11 +0.2%
KCWM
127
Kane Co Wealth Management
Iowa
$330K +$326K +5,625 New
DWM
128
Destination Wealth Management
California
$330K
CA
129
Claro Advisors
Massachusetts
$329K -$33.1K -572 -9%
CCM
130
Cloud Capital Management
Washington
$309K +$95.9K +1,655 +46%
ACM
131
Armbruster Capital Management
New York
$301K
CW
132
CreativeOne Wealth
Kansas
$293K -$579 -10 -0.2%
BAM
133
Bayshore Asset Management
Florida
$277K +$2.96K +51 +1%
BlackRock
134
BlackRock
New York
$273K
FNBT
135
FineMark National Bank & Trust
Florida
$267K +$8.69K +150 +3%
AFG
136
Atomi Financial Group
New York
$267K -$127K -2,186 -32%
SHFA
137
SC&H Financial Advisors
Maryland
$266K +$2.26K +39 +0.9%
AWA
138
Arkadios Wealth Advisors
Georgia
$259K +$256K +4,413 New
BP
139
BWM Planning
Texas
$257K +$42.5K +734 +20%
NFW
140
Noble Family Wealth
Florida
$254K +$38.8K +669 +18%
HKIMG
141
Hutchens & Kramer Investment Management Group
Indiana
$252K
VAS
142
Vestmark Advisory Solutions
Massachusetts
$244K +$240K +4,150 New
WIA
143
World Investment Advisors
California
$244K +$240K +4,150 New
Stifel Financial
144
Stifel Financial
Missouri
$242K +$239K +4,121 New
HighTower Advisors
145
HighTower Advisors
Illinois
$240K +$7.71K +133 +3%
PAG
146
Private Advisor Group
New Jersey
$222K +$219K +3,774 New
DFC
147
DBK Financial Counsel
Ohio
$221K +$1.91K +33 +0.9%
CB
148
Community Bank
New York
$216K
SFWA
149
Summit Financial Wealth Advisors
Louisiana
$215K -$15.8K -273 -7%
SAM
150
Sequent Asset Management
Texas
$214K