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Avantis US Small Cap Value ETF

870 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, 465 increasing their positions, 250 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
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
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$6.71M
CFG
302
Carr Financial Group
Massachusetts
$6.68M
MHB
303
Midwest Heritage Bank
Iowa
$6.63M
PWM
304
Perigon Wealth Management
California
$6.55M
DPI
305
Diversified Portfolios Inc
Michigan
$6.48M
BAG
306
Bridgewealth Advisory Group
California
$6.48M
CFD
307
Creative Financial Designs
Indiana
$6.44M
FA
308
Freestate Advisors
Kansas
$6.27M
GBFP
309
Golden Bell Financial Planning
Georgia
$6.27M
EFL
310
ERn Financial LLC
Wisconsin
$6.23M
WPIC
311
White Pine Investment Company
Michigan
$6.19M
Qube Research & Technologies (QRT)
312
Qube Research & Technologies (QRT)
United Kingdom
$6.06M
NWM
313
Navigoe Wealth Management
California
$6.03M
PMG
314
ProVise Management Group
Florida
$6.01M
CBT
315
CoreFirst Bank & Trust
Kansas
$5.95M
RZH
316
Relyea Zuckerberg Hanson
Connecticut
$5.92M
Truist Financial
317
Truist Financial
North Carolina
$5.9M
TFG
318
Team Financial Group
California
$5.86M
PWA
319
PCG Wealth Advisors
Kansas
$5.84M
DSCM
320
Del-Sette Capital Management
New York
$5.81M
SCM
321
Sterneck Capital Management
Missouri
$5.73M
CB
322
Community Bank
New York
$5.71M
LFAS
323
Level Four Advisory Services
Texas
$5.7M
JTWM
324
Jackson Thornton Wealth Management
Alabama
$5.69M
CWMA
325
Capstone Wealth Management (Alabama)
Alabama
$5.59M