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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
YP
151
YANKCOM Partnership
South Dakota
$28.6K +$27.6K +500 New
RFP
152
Root Financial Partners
California
$26.9K +$25.9K +470 New
RFG
153
REAP Financial Group
Texas
$23.4K +$3.14K +57 +16%
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$22K -$22.6K -410 -51%
EWM
155
Evolution Wealth Management
Florida
$21.6K -$5.96K -108 -22%
BTI
156
Blue Trust Inc
Georgia
$20.8K +$20.1K +364 New
EWA
157
EverSource Wealth Advisors
Alabama
$19.2K
BL
158
BFSG LLC
California
$16.9K
CI
159
CX Institutional
Indiana
$14K +$13.8K +251 New
CFFP
160
Center for Financial Planning
Michigan
$13.7K +$13.2K +240 New
ME
161
McIlrath & Eck
Washington
$12.7K
MG
162
Mather Group
Illinois
$12.4K +$12K +217 New
IBOK
163
Independence Bank of Kentucky
Kentucky
$11.4K +$11K +200 New
HI
164
Harbour Investments
Wisconsin
$9.73K
AF
165
Allworth Financial
California
$9.16K -$3.86K -70 -30%
RCM
166
Richardson Capital Management
Wisconsin
$8.66K +$4.8K +87 New
RIL
167
Rothschild Investment LLC
Illinois
$3.72K
KA
168
Kozak & Associates
Colorado
$3.58K +$3.59K +65 New
ETC
169
Exchange Traded Concepts
Oklahoma
$2.35K -$5.52K -100 -71%
Q1WB
170
Quest 10 Wealth Builders
Virginia
$2.06K
HC
171
Hurley Capital
New York
$1.73K +$827 +15 +100%
GWM
172
Geneos Wealth Management
Colorado
$1.68K +$1.6K +29 New
AssetMark Inc
173
AssetMark Inc
California
$1.55K
1IA
174
1620 Investment Advisors
Massachusetts
$573
KAM
175
Knightsbridge Asset Management
California
-$1.58M -30,550 Closed