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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
RIL
176
Rothschild Investment LLC
Illinois
$25.8K +$21.7K +375 +577%
GRP
177
Global Retirement Partners
California
$25.1K -$7.01K -121 -22%
BTI
178
Blue Trust Inc
Georgia
$25K +$3.59K +62 +17%
RFG
179
REAP Financial Group
Texas
$24K
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$23.9K +$23.6K +407 New
AAP
181
Arax Advisory Partners
Colorado
$20.8K +$20.5K +354 New
EWA
182
EverSource Wealth Advisors
Alabama
$19.7K
BL
183
BFSG LLC
California
$17.3K
KFG
184
Kingdom Financial Group
Arizona
$16.2K +$15.9K +275 New
CI
185
CX Institutional
Indiana
$15K +$58 +1 +0.4%
ME
186
McIlrath & Eck
Washington
$13K
MWPCG
187
Measured Wealth Private Client Group
New Hampshire
$12.3K +$12.1K +209 New
AC
188
AlphaCore Capital
California
$11.7K +$11.6K +200 New
HI
189
Harbour Investments
Wisconsin
$9.99K
AF
190
Allworth Financial
California
$9.4K
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$7.75K +$7.65K +132 New
MCM
192
MAI Capital Management
Ohio
$7.64K +$7.53K +130 New
KCM
193
Key Capital Management
Tennessee
$4.7K +$4.63K +80 New
UBS Group
194
UBS Group
Switzerland
$4.17K +$4.11K +71 New
TFG
195
Team Financial Group
California
$3.88K +$3.82K +66 New
HC
196
Hurley Capital
New York
$3.66K +$1.85K +32 +107%
SWP
197
Strategic Wealth Partners
Ohio
$3.14K -$217K -3,745 -99%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$2.86K +$2.84K +49 New
ETC
199
Exchange Traded Concepts
Oklahoma
$2.41K
Q1WB
200
Quest 10 Wealth Builders
Virginia
$1.94K -$174 -3 -8%