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Avantis International Small Cap Value ETF

583 hedge funds and large institutions have $12.5B invested in Avantis International Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 262 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 28

81% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 145

25% more capital invested

Capital invested by funds: $10B → $12.5B (+$2.46B)

24% more funds holding in top 10

Funds holding in top 10: 7492 (+18)

17% more funds holding

Funds holding: 498583 (+85)

1.14% more ownership

Funds ownership: 81.01%82.15% (+1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $216K

Holders
583
Holders Change
+85
Holders Change %
+17.07%
% of All Funds
7.09%
Holding in Top 10
92
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+24.32%
% of All Funds
1.12%
New
119
Increased
262
Reduced
145
Closed
28
Calls
Puts
$216K
Net Calls
-$216K
Net Calls Change
-$581K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.91B +$1.08B +11,889,430 +62%
Creative Planning
2
Creative Planning
Kansas
$2.12B +$179M +1,970,548 +10%
SC
3
Savant Capital
Illinois
$1.08B -$6.27M -69,096 -0.6%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$387M +$32M +352,636 +9%
FPAS
5
Focus Partners Advisor Solutions
Missouri
$367M -$12.6M -138,773 -3%
AI
6
Accredited Investors
Minnesota
$245M +$2.86M +31,480 +1%
Corient Private Wealth
7
Corient Private Wealth
Florida
$239M +$174M +1,912,513 +303%
MIAS
8
Mason Investment Advisory Services
Virginia
$227M +$1.82M +20,008 +0.8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$214M +$931K +10,259 +0.5%
MWM
10
Modera Wealth Management
New Jersey
$195M +$9.27M +102,234 +5%
PFA
11
Pure Financial Advisors
California
$161M +$3.89M +42,854 +3%
HTC
12
Haverford Trust Company
Pennsylvania
$154M -$1.06M -11,730 -0.7%
LPL Financial
13
LPL Financial
California
$134M +$11.5M +126,854 +10%
Cerity Partners
14
Cerity Partners
New York
$125M +$699K +7,703 +0.6%
American Century Companies
15
American Century Companies
Missouri
$97.5M +$6.87M +75,765 +8%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$88.1M +$9.7M +106,892 +13%
Morgan Stanley
17
Morgan Stanley
New York
$81.6M +$12.3M +135,519 +19%
UA
18
Unison Advisors
District of Columbia
$77.9M +$10.4M +114,308 +16%
TWA
19
TCI Wealth Advisors
Arizona
$65.8M +$949K +10,461 +2%
SFA
20
Sequoia Financial Advisors
Ohio
$59.8M +$63.4K +699 +0.1%
EWM
21
Empirical Wealth Management
Washington
$57.5M +$1.67M +18,392 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$56.4M +$18.4M +202,398 +51%
HI
23
Horizon Investments
North Carolina
$55.8M +$19M +209,513 +55%
FAM
24
Frontier Asset Management
Wyoming
$54.9M -$1.27M -13,978 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$54.4M -$103K -1,132 -0.2%