We are live on ! Find out more
AVUV icon

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
FNBSF
301
First National Bank Sioux Falls
South Dakota
$8.91M +$363K +3,298 +4%
CFG
302
Cooper Financial Group
California
$8.81M -$37.7K -342 -0.4%
NL
303
Navalign LLC
California
$8.81M -$99.1K -900 -1%
PP
304
Prosperity Planning
Missouri
$8.8M +$545K +4,954 +7%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$8.72M +$667K +6,061 +8%
WAG
306
Wilkerson Advisory Group
Missouri
$8.65M +$160K +1,455 +2%
PS
307
Planned Solutions
California
$8.59M +$125K +1,139 +1%
OWA
308
Oak Wealth Advisors
Illinois
$8.59M -$21.1K -192 -0.2%
WFS
309
Widmann Financial Services
Maryland
$8.58M -$159K -1,448 -2%
HSWS
310
Higgins & Schmidt Wealth Strategies
Colorado
$8.55M +$312K +2,830 +4%
KAS
311
KPP Advisory Services
Kentucky
$8.45M -$342K -3,105 -4%
IA
312
IAM Advisory
Pennsylvania
$8.38M -$110K -995 -1%
ICM
313
Islay Capital Management
Texas
$8.35M +$822K +7,469 +11%
GSIS
314
Global Strategic Investment Solutions
Arizona
$8.31M -$219K -1,986 -3%
IPW
315
Intergy Private Wealth
Colorado
$8.29M +$353K +3,204 +4%
NCM
316
NCM Capital Management
New Jersey
$8.21M -$26.2K -238 -0.3%
CFD
317
Creative Financial Designs
Indiana
$8.18M +$484K +4,394 +6%
PWM
318
Perigon Wealth Management
California
$8.17M +$1.14M +10,360 +16%
YWM
319
Yardley Wealth Management
Pennsylvania
$8.09M +$79.8K +725 +1%
TIM
320
Tortoise Investment Management
New York
$8.06M +$240K +2,181 +3%
TM
321
Torren Management
California
$7.95M +$11K +100 +0.1%
DPI
322
Diversified Portfolios Inc
Michigan
$7.9M +$522K +4,744 +7%
SLG
323
Sanchez Levi Garrett
$7.89M +$7.87M +71,447 New
HIP
324
HUB Investment Partners
Texas
$7.86M +$5.31M +48,191 +210%
MHB
325
Midwest Heritage Bank
Iowa
$7.74M +$352K +3,198 +5%