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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
OBWP
151
O'Brien Wealth Partners
Massachusetts
$210K +$207K +3,580 New
GB
152
Goepper Burkhardt
South Carolina
$209K -$126K -2,175 -38%
Osaic Holdings
153
Osaic Holdings
Arizona
$189K +$7.07K +122 +4%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$141K
LAS
155
Lloyd Advisory Services
Georgia
$129K +$127K +2,191 New
BONH
156
Bank of New Hampshire
New Hampshire
$115K +$114K +1,966 New
SAM
157
Smartleaf Asset Management
Massachusetts
$114K +$55.6K +959 +99%
Bank of America
158
Bank of America
North Carolina
$101K +$100K +1,726 New
NA
159
NewEdge Advisors
Louisiana
$99K +$2.9K +50 +3%
Comerica Bank
160
Comerica Bank
Texas
$98.2K
WWA
161
Wealth Watch Advisors
Colorado
$83.2K -$2.96K -51 -3%
MA
162
MCF Advisors
Kentucky
$74.4K +$73.4K +1,266 New
PTC
163
Private Trust Company
Ohio
$71.6K
RFA
164
Reyes Financial Architecture
California
$56.9K
MWA
165
Medallion Wealth Advisors
Connecticut
$56.8K
Fidelity Investments
166
Fidelity Investments
Massachusetts
$50.4K -$164K -2,824 -77%
BBHC
167
Brown Brothers Harriman & Co
New York
$50.2K +$49.5K +855 New
EWM
168
Evolution Wealth Management
Florida
$49.3K +$26.8K +462 +123%
SPIA
169
Steward Partners Investment Advisory
New York
$43.8K
ACA
170
American Capital Advisory
Idaho
$41.6K
SGK
171
Steigerwald Gordon & Koch
Virginia
$41.4K
MNA
172
Manning & Napier Advisors
New York
$36.4K -$14.5K -250 -29%
YP
173
YANKCOM Partnership
South Dakota
$29.4K
RFP
174
Root Financial Partners
California
$27.6K
Royal Bank of Canada
175
Royal Bank of Canada
Ontario, Canada
$26K +$2.61K +45 +12%