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Avantis US Small Cap Equity ETF
AVSC

Overview Fund Activity

149 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 28 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+15
Holders Change %
+11.19%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
28
Increased
74
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$649M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$709M
3
Creative Planning
3
Creative Planning
Kansas
$31.8M
4
WMN
4
Wealth Management Nebraska
Nebraska
$75.5M
5
SW
5
Simplicity Wealth
New Jersey
$21.7M

Top Sellers

1
AUB
1
Atlantic Union Bankshares
Virginia
$9.13M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.98M
3
BDWCC
3
B&D White Capital Company
Texas
$0
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$2.48M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$709M +$57.3M +1,111,778 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$649M +$57.6M +1,116,642 +10%
MIAS
3
Mason Investment Advisory Services
Virginia
$181M +$4.98M +96,503 +3%
WMN
4
Wealth Management Nebraska
Nebraska
$75.5M +$12.7M +138,856 +20%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$54.5M +$4.72M +91,517 +9%
Creative Planning
6
Creative Planning
Kansas
$31.8M +$23.3M +450,876 +271%
EGWAG
7
Elwood & Goetz Wealth Advisory Group
Georgia
$28.9M +$284K +5,508 +1%
PP
8
PrairieView Partners
Minnesota
$24.1M +$4.01M +77,722 +20%
AWM
9
AE Wealth Management
Kansas
$24M +$4.68M +90,738 +24%
LPL Financial
10
LPL Financial
California
$23.7M +$1.89M +36,611 +9%
SW
11
Simplicity Wealth
New Jersey
$21.7M +$11.5M +222,301 +112%
American Century Companies
12
American Century Companies
Missouri
$18M +$1.31M +25,429 +8%
BFG
13
Berger Financial Group
Minnesota
$13.8M +$531K +10,302 +4%
WPA
14
West Paces Advisors
Georgia
$13.5M +$1.74M +33,796 +15%
FWP
15
FAS Wealth Partners
Kansas
$12.9M +$365K +7,070 +3%
WAG
16
Wheelhouse Advisory Group
Missouri
$12.7M +$1.1M +12,096 +9%
Corient Private Wealth
17
Corient Private Wealth
Florida
$12.3M -$2.83M -45,342 -19%
FIM
18
Freedom Investment Management
Connecticut
$10M +$1.51M +29,213 +18%
PAS
19
Park Avenue Securities
New York
$10M +$10M +194,290 New
FIA
20
Foundations Investment Advisors
Arizona
$9.38M +$551K +10,691 +6%
AUB
21
Atlantic Union Bankshares
Virginia
$9.13M -$21M -407,599 -70%
OIA
22
OneDigital Investment Advisors
Kansas
$9.11M -$805K -15,602 -8%
Morgan Stanley
23
Morgan Stanley
New York
$7.98M -$18.6M -360,531 -70%
BHWM
24
Beaird Harris Wealth Management
Texas
$6.45M +$208K +4,036 +3%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$6.35M +$1.15M +22,347 +22%
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