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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
CCMG
326
Clark Capital Management Group
Pennsylvania
$7.73M +$74.5K +677 +1%
RRWA
327
Rainey & Randall Wealth Advisors
Florida
$7.68M +$178K +1,621 +2%
CCM
328
Cloud Capital Management
Washington
$7.65M +$2.51M +22,822 +49%
EWA
329
Elevate Wealth Advisory
Georgia
$7.65M +$999K +9,074 +15%
GBFP
330
Golden Bell Financial Planning
Georgia
$7.63M +$203K +1,847 +3%
DSCM
331
Del-Sette Capital Management
New York
$7.56M -$461K -4,184 -6%
EWM
332
Echo Wealth Management
Minnesota
$7.53M -$1.79M -16,215 -19%
PWM
333
Provident Wealth Management
Tennessee
$7.49M -$73.7K -669 -1%
RWM
334
Rialto Wealth Management
New York
$7.47M +$1.76M +15,986 +31%
SW
335
SkyOak Wealth
Michigan
$7.42M +$731K +6,642 +11%
TIAA Trust, National Association
336
TIAA Trust, National Association
North Carolina
$7.36M -$5.09M -46,227 -41%
QCM
337
Quantinno Capital Management
New York
$7.29M +$20.5K +186 +0.3%
W
338
WorthPointe
California
$7.27M +$587K +5,335 +9%
BWP
339
BlueStem Wealth Partners
Minnesota
$7.22M +$1.54M +14,030 +27%
PP
340
Pearl Planning
Michigan
$7.22M +$170K +1,546 +2%
WPIC
341
White Pine Investment Company
Michigan
$7.2M +$161K +1,460 +2%
PMG
342
ProVise Management Group
Florida
$7.15M +$130K +1,179 +2%
PSA
343
Plum Street Advisors
Louisiana
$7.05M +$378K +3,432 +6%
FA
344
Freestate Advisors
Kansas
$6.96M -$38.6K -351 -0.6%
THL
345
Tillman Hartley LLC
Colorado
$6.95M +$1.18M +10,715 +21%
VWA
346
Visionary Wealth Advisors
Illinois
$6.94M +$781K +7,089 +13%
RA
347
Rubicon Advisors
California
$6.91M +$710K +6,449 +11%
SCM
348
Sterneck Capital Management
Missouri
$6.89M +$195K +1,773 +3%
TP
349
Trailhead Planners
Minnesota
$6.82M +$13.4K +122 +0.2%
FDDB
350
Fidelity D&D Bancorp
Pennsylvania
$6.82M +$894K +8,117 +15%