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Avantis US Small Cap Value ETF

875 hedge funds and large institutions have $12.8B invested in Avantis US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 470 increasing their positions, 250 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
139
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.67M
Puts
$1.84M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
301
Planned Solutions
California
$6.74M
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
$6.71M
CFG
303
Carr Financial Group
Massachusetts
$6.68M
MHB
304
Midwest Heritage Bank
Iowa
$6.63M
PWM
305
Perigon Wealth Management
California
$6.55M
DPI
306
Diversified Portfolios Inc
Michigan
$6.48M
BAG
307
Bridgewealth Advisory Group
California
$6.48M
CFD
308
Creative Financial Designs
Indiana
$6.44M
FA
309
Freestate Advisors
Kansas
$6.27M
GBFP
310
Golden Bell Financial Planning
Georgia
$6.27M
EFL
311
ERn Financial LLC
Wisconsin
$6.23M
WPIC
312
White Pine Investment Company
Michigan
$6.19M
Qube Research & Technologies (QRT)
313
Qube Research & Technologies (QRT)
United Kingdom
$6.06M
NWM
314
Navigoe Wealth Management
California
$6.03M
PMG
315
ProVise Management Group
Florida
$6.01M
CBT
316
CoreFirst Bank & Trust
Kansas
$5.95M
RZH
317
Relyea Zuckerberg Hanson
Connecticut
$5.92M
Truist Financial
318
Truist Financial
North Carolina
$5.9M
TFG
319
Team Financial Group
California
$5.86M
PWA
320
PCG Wealth Advisors
Kansas
$5.84M
DSCM
321
Del-Sette Capital Management
New York
$5.81M
SCM
322
Sterneck Capital Management
Missouri
$5.73M
CB
323
Community Bank
New York
$5.71M
LFAS
324
Level Four Advisory Services
Texas
$5.7M
JTWM
325
Jackson Thornton Wealth Management
Alabama
$5.69M