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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
BWP
276
BSW Wealth Partners
Colorado
$10.1M +$7.82K +71 +0.1%
ACGA
277
Atlanta Consulting Group Advisors
Georgia
$10M +$120K +1,086 +1%
CWP
278
Concord Wealth Partners
Virginia
$9.83M +$175K +1,591 +2%
FJWM
279
Ferguson Johnson Wealth Management
Maryland
$9.74M -$228K -2,069 -2%
BCI
280
Brinker Capital Investments
Pennsylvania
$9.72M -$9.43M -85,622 -49%
CFA
281
Cahill Financial Advisors
Minnesota
$9.71M +$288K +2,618 +3%
CAMV
282
Concord Asset Management (Virginia)
Virginia
$9.7M +$182K +1,652 +2%
EWA
283
EP Wealth Advisors
California
$9.68M -$189K -1,720 -2%
DWM
284
Dogwood Wealth Management
Kansas
$9.67M +$356K +3,230 +4%
BAM
285
Bayshore Asset Management
Florida
$9.66M +$1.26M +11,444 +15%
DWP
286
Daymark Wealth Partners
Ohio
$9.58M +$555K +5,045 +6%
VH
287
Visionary Horizons
Tennessee
$9.53M +$782K +7,105 +9%
SB
288
Strategic Blueprint
Georgia
$9.42M +$85.1K +773 +0.9%
MA
289
MONECO Advisors
Connecticut
$9.4M -$596K -5,415 -6%
MA
290
Mutual Advisors
Nebraska
$9.32M +$609K +5,529 +7%
SWA
291
Stratos Wealth Advisors
Ohio
$9.31M +$9.28M +84,253 New
IWS
292
Integrity Wealth Solutions
Colorado
$9.28M -$113K -1,025 -1%
AWMNY
293
Arcadia Wealth Management (New York)
New York
$9.13M +$156K +1,420 +2%
BAG
294
Bridgewealth Advisory Group
California
$9.12M +$733K +6,654 +9%
Cerity Partners
295
Cerity Partners
New York
$9.1M +$8.19M +74,374 +933%
GA
296
Greenspring Advisors
Maryland
$9.02M +$451K +4,098 +5%
TWA
297
Trace Wealth Advisors
California
$8.98M -$200K -1,816 -2%
WPC
298
Wedmont Private Capital
Pennsylvania
$8.97M +$2.09K +19 +0%
JWM
299
JP Wealth Management
South Carolina
$8.96M +$8.93M +81,118 New
Wealthfront Advisers
300
Wealthfront Advisers
California
$8.95M +$983K +8,932 +12%