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Avantis US Small Cap Value ETF

981 hedge funds and large institutions have $14.1B invested in Avantis US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 489 increasing their positions, 252 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 42

143% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $1.51M

94% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 252

17% more funds holding in top 10

Funds holding in top 10: 139162 (+23)

12% more funds holding

Funds holding: 879981 (+102)

10% more capital invested

Capital invested by funds: $12.9B → $14.1B (+$1.28B)

0.96% more ownership

Funds ownership: 69.8%70.76% (+0.96%)

Holders
981
Holders Change
+102
Holders Change %
+11.6%
% of All Funds
11.94%
Holding in Top 10
162
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+16.55%
% of All Funds
1.97%
New
159
Increased
489
Reduced
252
Closed
42
Calls
$3.67M
Puts
$1.51M
Net Calls
+$2.16M
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
251
Greenup Street Wealth Management
Michigan
$9.48M -$309K -3,086 -3%
CWM
252
Collaborative Wealth Management
Florida
$9.46M +$559K +5,592 +6%
CPWA
253
Cerro Pacific Wealth Advisors
California
$9.45M +$126K +1,256 +1%
AFG
254
Atomi Financial Group
New York
$9.4M +$907K +9,066 +11%
BWP
255
BSW Wealth Partners
Colorado
$9.36M -$231K -2,309 -2%
GWP
256
Gateway Wealth Partners
Wisconsin
$9.34M +$305K +3,050 +3%
OBWG
257
Onyx Bridge Wealth Group
New York
$9.33M +$7.67M +76,619 +516%
TWD
258
True Wealth Design
Ohio
$9.26M -$35.3K -353 -0.4%
MA
259
MONECO Advisors
Connecticut
$9.23M +$501K +5,012 +6%
FWP
260
Family Wealth Partners
North Carolina
$9.22M -$197K -1,973 -2%
FJWM
261
Ferguson Johnson Wealth Management
Maryland
$9.2M +$9.03M +90,210 New
ACGA
262
Atlanta Consulting Group Advisors
Georgia
$9.16M -$242K -2,417 -3%
EWA
263
EP Wealth Advisors
California
$9.12M +$8.94M +89,384 New
FM
264
Foster & Motley
Ohio
$9.09M +$703K +7,025 +9%
CPA
265
Capital Planning Advisors
California
$9.05M +$84.1K +841 +1%
IWC
266
Integrated Wealth Concepts
Massachusetts
$9M +$775K +7,747 +10%
CWP
267
Concord Wealth Partners
Virginia
$8.91M +$462K +4,614 +6%
CAMV
268
Concord Asset Management (Virginia)
Virginia
$8.78M +$307K +3,071 +4%
CFA
269
Cahill Financial Advisors
Minnesota
$8.69M +$1.23M +12,288 +17%
IWS
270
Integrity Wealth Solutions
Colorado
$8.68M +$464K +4,635 +6%
SB
271
Strategic Blueprint
Georgia
$8.62M -$8.87M -88,672 -51%
EWM
272
Echo Wealth Management
Minnesota
$8.61M -$3.22M -32,169 -28%
DWM
273
Dogwood Wealth Management
Kansas
$8.6M +$982K +9,815 +13%
TWA
274
Trace Wealth Advisors
California
$8.48M
DWP
275
Daymark Wealth Partners
Ohio
$8.33M +$671K +6,708 +9%