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Avantis US Small Cap Equity ETF

151 hedge funds and large institutions have $2.11B invested in Avantis US Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $1.82B → $2.11B (+$292M)

13% more funds holding

Funds holding: 134151 (+17)

0.73% less ownership

Funds ownership: 128.99%128.26% (-0.73%)

Holders
151
Holders Change
+17
Holders Change %
+12.69%
% of All Funds
1.99%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
29
Increased
74
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$709M +$53.7M +1,111,778 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$649M +$53.9M +1,116,642 +10%
MIAS
3
Mason Investment Advisory Services
Virginia
$181M +$4.66M +96,503 +3%
WMN
4
Wealth Management Nebraska
Nebraska
$75.5M +$6.7M +138,856 +20%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$54.5M +$4.42M +91,517 +9%
Creative Planning
6
Creative Planning
Kansas
$31.8M +$21.8M +450,876 +271%
EGWAG
7
Elwood & Goetz Wealth Advisory Group
Georgia
$28.9M +$266K +5,508 +1%
PP
8
PrairieView Partners
Minnesota
$24.1M +$3.75M +77,722 +20%
AWM
9
AE Wealth Management
Kansas
$24M +$4.38M +90,738 +24%
LPL Financial
10
LPL Financial
California
$23.7M +$1.77M +36,611 +9%
SW
11
Simplicity Wealth
New Jersey
$21.7M +$10.7M +222,301 +112%
American Century Companies
12
American Century Companies
Missouri
$18M +$1.23M +25,429 +8%
BFG
13
Berger Financial Group
Minnesota
$13.8M +$497K +10,302 +4%
WPA
14
West Paces Advisors
Georgia
$13.5M +$1.63M +33,796 +15%
FWP
15
FAS Wealth Partners
Kansas
$12.9M +$341K +7,070 +3%
WAG
16
Wheelhouse Advisory Group
Missouri
$12.7M +$584K +12,096 +9%
Corient Private Wealth
17
Corient Private Wealth
Florida
$12.3M -$2.19M -45,341 -19%
FIM
18
Freedom Investment Management
Connecticut
$10M +$1.41M +29,213 +18%
PAS
19
Park Avenue Securities
New York
$10M +$9.38M +194,290 New
FIA
20
Foundations Investment Advisors
Arizona
$9.38M +$516K +10,691 +6%
AUB
21
Atlantic Union Bankshares
Virginia
$9.13M -$19.7M -407,599 -70%
OIA
22
OneDigital Investment Advisors
Kansas
$9.11M -$753K -15,602 -8%
Morgan Stanley
23
Morgan Stanley
New York
$7.98M -$17.4M -360,531 -70%
BHWM
24
Beaird Harris Wealth Management
Texas
$6.45M +$195K +4,036 +3%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$6.35M +$1.08M +22,347 +22%

AVSC Hedge Fund Activity: Q2 2025 in Review

151 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q2 2025, worth a combined $2.11B — up 16% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVSC positions and 11 closed out — a net gain of 18 holders — while 74 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $53.9M. The largest seller was Atlantic Union Bankshares, cutting an estimated $19.7M.

  • 151 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $2.11B of Avantis US Small Cap Equity ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 29 funds opened new Avantis US Small Cap Equity ETF positions in Q2 2025 and 11 closed out, a net change of +18 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $53.9M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q2 2025 was Atlantic Union Bankshares, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.