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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: 9821,050 (+68)

0.79% less ownership

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

Holders
1,050
Holders Change
+68
Holders Change %
+6.92%
% 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
BFA
251
Bragg Financial Advisors
North Carolina
$11.5M +$2.93M +26,579 +34%
FWP
252
Family Wealth Partners
North Carolina
$11.4M +$1.45M +13,149 +15%
HNWA
253
Henrickson Nauta Wealth Advisors
Michigan
$11.4M -$11.6M -105,182 -50%
ASN
254
Advisory Services Network
Georgia
$11.4M -$1.76M -16,007 -13%
MYIA
255
Mount Yale Investment Advisors
Colorado
$11.3M +$11.3M +102,401 New
JSW
256
Journey Strategic Wealth
New Jersey
$11.3M -$75K -681 -0.7%
IDA
257
Intelligence Driven Advisers
California
$11.2M -$3.74M -33,952 -25%
CF
258
Centaurus Financial
California
$11M +$242K +2,197 +2%
PGFC
259
Peapack-Gladstone Financial Corp
New Jersey
$11M +$2.92M +26,510 +36%
UWM
260
USAdvisors Wealth Management
Minnesota
$10.9M +$191K +1,737 +2%
NWS
261
Nvest Wealth Strategies
Ohio
$10.9M -$347K -3,156 -3%
CWM
262
Collaborative Wealth Management
Florida
$10.8M +$559K +5,073 +5%
CPA
263
Capital Planning Advisors
California
$10.8M +$949K +8,622 +10%
SFO
264
Stokes Family Office
Louisiana
$10.7M -$990K -8,991 -8%
SA
265
SPWM Advisors
Michigan
$10.7M +$2.26M +20,501 +29%
BWG
266
Beta Wealth Group
California
$10.6M -$254K -2,308 -2%
AAM
267
Austin Asset Management
Texas
$10.6M -$94.9K -862 -0.9%
CB
268
Commerce Bank
Missouri
$10.6M +$10.2M +92,309 +2,420%
TWD
269
True Wealth Design
Ohio
$10.6M +$582K +5,282 +6%
SDWIA
270
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$10.6M +$296K +2,689 +3%
TCM
271
Towneley Capital Management
California
$10.5M +$39K +354 +0.4%
CPWA
272
Cerro Pacific Wealth Advisors
California
$10.5M +$253K +2,294 +2%
FM
273
Foster & Motley
Ohio
$10.3M +$473K +4,299 +5%
PWS
274
Physician Wealth Solutions
Nevada
$10.3M +$2.02M +18,323 +24%
PLFA
275
Pacific Life Fund Advisors
California
$10.2M +$1.88M +17,055 +23%