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Avantis US Small Cap Equity ETF

218 hedge funds and large institutions have $2.26B invested in Avantis US Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 104 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

117% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 48

13% more capital invested

Capital invested by funds: $1.99B → $2.26B (+$267M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more funds holding

Funds holding: 204218 (+14)

1.95% less ownership

Funds ownership: 93.21%91.26% (-2%)

Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
2.69%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
32
Increased
104
Reduced
48
Closed
12
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 +$24.8M +394,499 +3%
MIAS
2
Mason Investment Advisory Services
Virginia
$223M -$1.38M -21,895 -0.6%
WMN
3
Wealth Management Nebraska
Nebraska
$120M +$4.98M +79,199 +8%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$77.4M +$4.92M +78,254 +7%
Morgan Stanley
5
Morgan Stanley
New York
$63.7M +$50.7M +806,813 +374%
CA
6
Cambridge Associates
Massachusetts
$57.5M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$44.5M +$2.44M +38,877 +6%
EGWAG
8
Elwood & Goetz Wealth Advisory Group
Georgia
$42.6M +$2.99M +47,544 +7%
Creative Planning
9
Creative Planning
Kansas
$40.5M +$916K +14,572 +2%
AWM
10
AE Wealth Management
Kansas
$39.7M +$1.93M +30,758 +5%
TAWM
11
Three Arch Wealth Management
California
$29.2M +$970K +15,434 +3%
LPL Financial
12
LPL Financial
California
$29.1M +$1.36M +21,625 +5%
American Century Companies
13
American Century Companies
Missouri
$28.8M +$3.05M +48,540 +12%
RFS
14
Retirement Financial Solutions
Tennessee
$23.5M +$438K +6,967 +2%
CWP
15
Cornerstone Wealth Partners
Michigan
$20.3M +$2.8M +44,520 +16%
SC
16
Savant Capital
Illinois
$19.3M -$4.07M -64,675 -17%
SPA
17
Shore Point Advisors
New Jersey
$18.8M +$25.4M +403,181 New
FWP
18
FAS Wealth Partners
Kansas
$17.3M +$339K +5,394 +2%
Corient Private Wealth
19
Corient Private Wealth
Florida
$16.7M -$12.4M -196,873 -46%
PAS
20
Park Avenue Securities
New York
$16.1M +$1.56M +24,757 +11%
WPA
21
West Paces Advisors
Georgia
$15.8M -$549K -8,728 -3%
SW
22
Simplicity Wealth
New Jersey
$13.6M -$56.1K -893 -0.4%
PIWA
23
Prevail Innovative Wealth Advisors
Kansas
$12.5M +$796K +12,653 +7%
FIA
24
Foundations Investment Advisors
Arizona
$12.4M +$536K +8,518 +4%
KCA
25
Kilner Capital Advisors
Maryland
$12.2M -$76.6K -1,219 -0.6%