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Avantis US Small Cap Equity ETF

174 hedge funds and large institutions have $1.77B invested in Avantis US Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 41

15% more funds holding

Funds holding: 151174 (+23)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

16% less capital invested

Capital invested by funds: $2.11B → $1.77B (-$346M)

37.92% less ownership

Funds ownership: 128.26%90.34% (-38%)

Holders
174
Holders Change
+23
Holders Change %
+15.23%
% of All Funds
2.28%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
40
Increased
70
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$807M +$18.8M +341,562 +2%
MIAS
2
Mason Investment Advisory Services
Virginia
$201M -$215K -3,890 -0.1%
WMN
3
Wealth Management Nebraska
Nebraska
$90.1M +$4.27M +77,486 +9%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$63.4M +$2.83M +51,269 +5%
CA
5
Cambridge Associates
Massachusetts
$48M +$43.2M +782,514 +1,420%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$36.6M -$659M -11,951,859 -95%
Creative Planning
7
Creative Planning
Kansas
$35.1M -$220K -3,995 -0.6%
EGWAG
8
Elwood & Goetz Wealth Advisory Group
Georgia
$33.9M +$1.74M +31,488 +6%
AWM
9
AE Wealth Management
Kansas
$31.7M +$4.83M +87,605 +19%
SC
10
Savant Capital
Illinois
$27.4M +$26.4M +479,178 New
LPL Financial
11
LPL Financial
California
$26.2M -$68.5K -1,242 -0.3%
American Century Companies
12
American Century Companies
Missouri
$21.5M +$1.42M +25,808 +7%
RFS
13
Retirement Financial Solutions
Tennessee
$21.3M +$20.5M +371,434 New
BFG
14
Berger Financial Group
Minnesota
$15.5M +$114K +2,065 +0.8%
WPA
15
West Paces Advisors
Georgia
$14.9M -$59.9K -1,086 -0.4%
WAG
16
Wheelhouse Advisory Group
Missouri
$14.9M +$573K +10,384 +7%
FWP
17
FAS Wealth Partners
Kansas
$14.5M +$106K +1,918 +0.8%
Corient Private Wealth
18
Corient Private Wealth
Florida
$13.9M +$320K +5,792 +3%
PAS
19
Park Avenue Securities
New York
$12.3M +$1.15M +20,878 +11%
SW
20
Simplicity Wealth
New Jersey
$11.9M -$11.7M -212,910 -51%
Morgan Stanley
21
Morgan Stanley
New York
$11.7M +$2.76M +50,070 +32%
FIA
22
Foundations Investment Advisors
Arizona
$10.5M +$127K +2,308 +1%
AUB
23
Atlantic Union Bankshares
Virginia
$10.2M +$61K +1,105 +0.6%
FIM
24
Freedom Investment Management
Connecticut
$10M -$1.06M -19,291 -10%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$9.82M +$9.46M +171,483 +489,951%