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Avantis US Small Cap Equity ETF

215 hedge funds and large institutions have $2.24B invested in Avantis US Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
$925M
MIAS
2
Mason Investment Advisory Services
Virginia
$223M
WMN
3
Wealth Management Nebraska
Nebraska
$120M
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$77.4M
Morgan Stanley
5
Morgan Stanley
New York
$63.7M
CA
6
Cambridge Associates
Massachusetts
$57.5M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$44.5M
EGWAG
8
Elwood & Goetz Wealth Advisory Group
Georgia
$42.6M
Creative Planning
9
Creative Planning
Kansas
$40.5M
AWM
10
AE Wealth Management
Kansas
$39.7M
TAWM
11
Three Arch Wealth Management
California
$29.2M
LPL Financial
12
LPL Financial
California
$29.1M
American Century Companies
13
American Century Companies
Missouri
$28.8M
RFS
14
Retirement Financial Solutions
Tennessee
$23.5M
CWP
15
Cornerstone Wealth Partners
Michigan
$20.3M
SC
16
Savant Capital
Illinois
$19.3M
SPA
17
Shore Point Advisors
New Jersey
$18.8M
Corient Private Wealth
18
Corient Private Wealth
Florida
$16.7M
PAS
19
Park Avenue Securities
New York
$16.1M
WPA
20
West Paces Advisors
Georgia
$15.8M
SW
21
Simplicity Wealth
New Jersey
$13.6M
PIWA
22
Prevail Innovative Wealth Advisors
Kansas
$12.5M
FIA
23
Foundations Investment Advisors
Arizona
$12.4M
KCA
24
Kilner Capital Advisors
Maryland
$12.2M
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$12.1M