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Avantis International Small Cap Value ETF

653 hedge funds and large institutions have $13.7B invested in Avantis International Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 184 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $439K

421% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 19

61% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 184

12% more funds holding

Funds holding: 584653 (+69)

10% more funds holding in top 10

Funds holding in top 10: 92101 (+9)

10% more capital invested

Capital invested by funds: $12.5B → $13.7B (+$1.2B)

2.26% less ownership

Funds ownership: 82.19%79.92% (-2.3%)

Holders
653
Holders Change
+69
Holders Change %
+11.82%
% of All Funds
8.04%
Holding in Top 10
101
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.78%
% of All Funds
1.24%
New
99
Increased
297
Reduced
184
Closed
19
Calls
$2.43M
Puts
$439K
Net Calls
+$1.99M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.93B -$59.1M -579,230 -2%
Creative Planning
2
Creative Planning
Kansas
$2.37B +$121M +1,187,441 +5%
SC
3
Savant Capital
Illinois
$1.15B +$8.4M +82,353 +0.7%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$437M +$26.2M +256,938 +6%
FPAS
5
Focus Partners Advisor Solutions
Missouri
$411M +$21.7M +212,979 +5%
AI
6
Accredited Investors
Minnesota
$263M +$2.41M +23,628 +0.9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$256M +$28.7M +280,862 +12%
MIAS
8
Mason Investment Advisory Services
Virginia
$236M -$5.67M -55,584 -2%
MWM
9
Modera Wealth Management
New Jersey
$219M +$11.1M +108,785 +5%
HTC
10
Haverford Trust Company
Pennsylvania
$166M +$2.14M +20,980 +1%
PFA
11
Pure Financial Advisors
California
$165M -$6.55M -64,174 -4%
LPL Financial
12
LPL Financial
California
$163M +$21.4M +210,017 +15%
Cerity Partners
13
Cerity Partners
New York
$142M +$9.14M +89,620 +7%
Corient Private Wealth
14
Corient Private Wealth
Florida
$133M -$124M -1,213,351 -48%
American Century Companies
15
American Century Companies
Missouri
$120M +$16.7M +163,980 +16%
Morgan Stanley
16
Morgan Stanley
New York
$109M +$23.1M +226,003 +26%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$95.6M +$2.01M +19,654 +2%
UA
18
Unison Advisors
District of Columbia
$82.6M -$146K -1,428 -0.2%
Bank of America
19
Bank of America
North Carolina
$79.9M +$50.3M +492,655 +160%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$76.2M +$16.5M +162,063 +27%
TWA
21
TCI Wealth Advisors
Arizona
$69.7M -$226K -2,219 -0.3%
FAM
22
Frontier Asset Management
Wyoming
$65.9M +$7.8M +76,400 +13%
SFA
23
Sequoia Financial Advisors
Ohio
$64.6M +$1.09M +10,637 +2%
EWM
24
Empirical Wealth Management
Washington
$63M +$1.85M +18,165 +3%
WMN
25
Wealth Management Nebraska
Nebraska
$56.4M +$1.26M +12,355 +2%