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Avantis US Small Cap Value ETF

982 hedge funds and large institutions have $14.1B invested in Avantis US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 489 increasing their positions, 253 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 42

143% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $1.51M

93% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 253

17% more funds holding in top 10

Funds holding in top 10: 139162 (+23)

12% more funds holding

Funds holding: 879982 (+103)

10% more capital invested

Capital invested by funds: $12.9B → $14.1B (+$1.28B)

0.96% more ownership

Funds ownership: 69.8%70.76% (+0.96%)

Holders
982
Holders Change
+103
Holders Change %
+11.72%
% of All Funds
11.95%
Holding in Top 10
162
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+16.55%
% of All Funds
1.97%
New
159
Increased
489
Reduced
253
Closed
42
Calls
$3.67M
Puts
$1.51M
Net Calls
+$2.16M
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
WPIC
326
White Pine Investment Company
Michigan
$6.5M +$152K +1,520 +2%
PWM
327
Perigon Wealth Management
California
$6.48M -$229K -2,291 -3%
PMG
328
ProVise Management Group
Florida
$6.48M +$314K +3,136 +5%
FA
329
Freestate Advisors
Kansas
$6.46M +$40.8K +408 +0.6%
EFL
330
ERn Financial LLC
Wisconsin
$6.41M +$25.1K +251 +0.4%
GMFG
331
Greater Midwest Financial Group
Minnesota
$6.4M +$6.28M +62,790 New
DWM
332
DeLarme Wealth Management
California
$6.36M +$6.24M +62,384 New
TP
333
Trailhead Planners
Minnesota
$6.28M +$6.17M +61,624 New
SCM
334
Sterneck Capital Management
Missouri
$6.18M +$308K +3,082 +5%
SW
335
SkyOak Wealth
Michigan
$6.17M +$620K +6,201 +11%
W
336
WorthPointe
California
$6.16M +$519K +5,188 +9%
PSA
337
Plum Street Advisors
Louisiana
$6.16M +$421K +4,205 +7%
Truist Financial
338
Truist Financial
North Carolina
$6.15M +$106K +1,064 +2%
EWA
339
Elevate Wealth Advisory
Georgia
$6.13M +$661K +6,608 +12%
PWM
340
Platt Wealth Management
California
$6.09M +$5.97M +59,715 New
SCA
341
Sensenig Capital Advisors
Pennsylvania
$6.08M +$5.97M +59,652 New
RZH
342
Relyea Zuckerberg Hanson
Connecticut
$6.08M +$10.1K +101 +0.2%
PWA
343
PCG Wealth Advisors
Kansas
$6.08M +$87.5K +875 +1%
JTWM
344
Jackson Thornton Wealth Management
Alabama
$6.06M +$19.2K +192 +0.3%
LFAS
345
Level Four Advisory Services
Texas
$6.05M +$208K +2,082 +4%
BDWCC
346
B&D White Capital Company
Texas
$6.03M +$3.39M +33,923 +135%
AAS
347
Ameritas Advisory Services
Nebraska
$5.86M -$1.88M -18,745 -25%
CWMA
348
Capstone Wealth Management (Alabama)
Alabama
$5.85M +$121K +1,211 +2%
TFG
349
Team Financial Group
California
$5.85M -$157K -1,569 -3%
BFA
350
Benningfield Financial Advisors
California
$5.84M +$545K +5,446 +11%