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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
Holders
134
Holders Change
-18
Holders Change %
-11.84%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
15
Increased
57
Reduced
43
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$611M +$55.3M +1,142,959 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$555M -$41M -846,689 -7%
MIAS
3
Mason Investment Advisory Services
Virginia
$165M +$2.78M +57,483 +2%
WMN
4
Wealth Management Nebraska
Nebraska
$60.1M +$13.9M +159,000 +30%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$46.7M +$5.99M +123,758 +15%
AUB
6
Atlantic Union Bankshares
Virginia
$28.3M +$910K +18,798 +3%
EGWAG
7
Elwood & Goetz Wealth Advisory Group
Georgia
$26.9M -$413K -8,526 -2%
Morgan Stanley
8
Morgan Stanley
New York
$24.9M +$5.74M +118,683 +30%
LPL Financial
9
LPL Financial
California
$20.4M +$4.51M +93,164 +28%
PP
10
PrairieView Partners
Minnesota
$18.9M -$1.73M -35,676 -8%
AWM
11
AE Wealth Management
Kansas
$18.2M +$2.79M +57,675 +18%
American Century Companies
12
American Century Companies
Missouri
$15.7M +$957K +19,783 +7%
BFG
13
Berger Financial Group
Minnesota
$12.5M +$1.82M +37,646 +17%
FWP
14
FAS Wealth Partners
Kansas
$11.8M +$463K +9,570 +4%
Corient Private Wealth
15
Corient Private Wealth
Florida
$11.8M -$21.2K -439 -0.2%
WAG
16
Wheelhouse Advisory Group
Missouri
$11.1M +$805K +9,236 +8%
WPA
17
West Paces Advisors
Georgia
$11.1M -$187K -3,858 -2%
SW
18
Simplicity Wealth
New Jersey
$9.62M +$9.62M +198,727 New
OIA
19
OneDigital Investment Advisors
Kansas
$9.31M -$77.8K -1,607 -0.8%
FIA
20
Foundations Investment Advisors
Arizona
$8.28M +$231K +4,769 +3%
Creative Planning
21
Creative Planning
Kansas
$8.04M +$6.1M +126,010 +314%
FIM
22
Freedom Investment Management
Connecticut
$8M +$11.6K +239 +0.1%
BDWCC
23
B&D White Capital Company
Texas
$7.95M +$4.33M +89,373 +119%
ACP
24
Aveo Capital Partners
Colorado
$7.74M +$1.62M +34,347 +26%
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$5.97M -$2.19M -45,149 -27%