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Avantis US Small Cap Equity ETF

134 hedge funds and large institutions have $1.82B invested in Avantis US Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

50% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 30

Holders
134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$611M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$555M
MIAS
3
Mason Investment Advisory Services
Virginia
$165M
WMN
4
Wealth Management Nebraska
Nebraska
$60.1M
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$46.7M
AUB
6
Atlantic Union Bankshares
Virginia
$28.3M
EGWAG
7
Elwood & Goetz Wealth Advisory Group
Georgia
$26.9M
Morgan Stanley
8
Morgan Stanley
New York
$24.9M
LPL Financial
9
LPL Financial
California
$20.4M
PP
10
PrairieView Partners
Minnesota
$18.9M
AWM
11
AE Wealth Management
Kansas
$18.2M
American Century Companies
12
American Century Companies
Missouri
$15.7M
BFG
13
Berger Financial Group
Minnesota
$12.5M
FWP
14
FAS Wealth Partners
Kansas
$11.8M
Corient Private Wealth
15
Corient Private Wealth
Florida
$11.8M
WAG
16
Wheelhouse Advisory Group
Missouri
$11.1M
WPA
17
West Paces Advisors
Georgia
$11.1M
SW
18
Simplicity Wealth
New Jersey
$9.62M
OIA
19
OneDigital Investment Advisors
Kansas
$9.31M
FIA
20
Foundations Investment Advisors
Arizona
$8.28M
Creative Planning
21
Creative Planning
Kansas
$8.04M
FIM
22
Freedom Investment Management
Connecticut
$8M
BDWCC
23
B&D White Capital Company
Texas
$7.95M
ACP
24
Aveo Capital Partners
Colorado
$7.74M
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$5.97M