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Avantis US Small Cap Value ETF

1,050 hedge funds and large institutions have $16.5B invested in Avantis US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 551 increasing their positions, 267 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more call options, than puts

Call options by funds: $7.61M | Put options by funds: $1.72M

207% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 44

106% more repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 267

16% more capital invested

Capital invested by funds: $14.1B → $16.5B (+$2.33B)

14% more funds holding in top 10

Funds holding in top 10: 162184 (+22)

7% more funds holding

Funds holding: 9811,050 (+69)

0.79% less ownership

Funds ownership: 70.76%69.97% (-0.79%)

Holders
1,050
Holders Change
+69
Holders Change %
+7.03%
% of All Funds
12.93%
Holding in Top 10
184
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+13.58%
% of All Funds
2.27%
New
135
Increased
551
Reduced
267
Closed
44
Calls
$7.61M
Puts
$1.72M
Net Calls
+$5.89M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
226
Caliber Wealth Management (Kansas)
Kansas
$12.9M +$495K +4,500 +4%
BPA
227
Beacon Pointe Advisors
California
$12.9M +$595K +5,400 +5%
CAL
228
Capital Analysts LLC
Pennsylvania
$12.9M +$1.5M +13,580 +13%
WAS
229
WESPAC Advisors SoCal
California
$12.8M -$294K -2,669 -2%
AO
230
Advisor OS
Illinois
$12.7M +$4.31M +39,136 +51%
PWM
231
Proathlete Wealth Management
Florida
$12.7M +$305K +2,769 +2%
MA
232
MJP Associates
Connecticut
$12.6M +$4.18M +37,994 +50%
PWIA
233
Porter White Investment Advisors
Alabama
$12.5M +$100K +908 +0.8%
CHWM
234
Cauble & Harre Wealth Management
Missouri
$12.5M -$1.57M -14,290 -12%
BCM
235
Brookstone Capital Management
Illinois
$12.4M +$12M +109,061 +3,652%
AWA
236
ARQ Wealth Advisors
Arizona
$12.3M +$53.2K +483 +0.4%
VAMG
237
Voisard Asset Management Group
Michigan
$12.3M +$194K +1,758 +2%
UWPG
238
Ullmann Wealth Partners Group
Florida
$12.2M +$1.3M +11,775 +12%
AA
239
Ancora Advisors
Ohio
$12M -$66.1K -600 -0.5%
RW
240
Regimen Wealth
Georgia
$11.9M -$457K -4,155 -4%
BH
241
Burk Holdings
Oklahoma
$11.9M +$430K +3,903 +4%
DWM
242
Dakota Wealth Management
Florida
$11.8M -$1.49M -13,527 -11%
SRB
243
Shotwell Rutter Baer
Michigan
$11.7M +$174K +1,583 +2%
AWAP
244
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$11.7M -$38.8K -352 -0.3%
GWM
245
Greenwich Wealth Management
Connecticut
$11.6M +$1.01M +9,152 +10%
WW
246
Waterfront Wealth
Kansas
$11.6M +$1.08M +9,789 +10%
VAS
247
Vestmark Advisory Solutions
Massachusetts
$11.6M +$11.6M +105,358 New
VVP
248
Venture Visionary Partners
Ohio
$11.6M +$538K +4,890 +5%
LEA
249
Legacy Edge Advisors
New York
$11.6M +$11.1M +101,073 +2,578%
W
250
WealthCollab
Washington
$11.5M +$512K +4,646 +5%