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Avantis US Small Cap Value ETF

852 hedge funds and large institutions have $11.1B invested in Avantis US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 447 increasing their positions, 248 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.67M
Puts
$1.46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
351
Cascade Financial Partners
California
$4.05M
BFA
352
Benningfield Financial Advisors
California
$4.05M
PCM
353
Peirce Capital Management
Texas
$3.99M
NEPWA
354
New England Private Wealth Advisors
Massachusetts
$3.99M
Neuberger Berman Group
355
Neuberger Berman Group
New York
$3.97M
SSW
356
Stone Summit Wealth
Florida
$3.95M
TCM
357
Telos Capital Management
California
$3.92M
SW
358
SkyOak Wealth
Michigan
$3.85M
SA
359
Sylvest Advisors
Texas
$3.81M
IWC
360
Integrated Wealth Concepts
Massachusetts
$3.79M
OC
361
Oppenheimer & Co
New York
$3.79M
VWA
362
Visionary Wealth Advisors
Illinois
$3.75M
LWA
363
Lantern Wealth Advisors
New York
$3.75M
MAG
364
Mayfair Advisory Group
Alabama
$3.72M
CSIA
365
Conrad Siegel Investment Advisors
Pennsylvania
$3.57M
AWM
366
Aprio Wealth Management
Georgia
$3.54M
DWM
367
Dopkins Wealth Management
New York
$3.48M
PSA
368
Plum Street Advisors
Louisiana
$3.46M
FDDB
369
Fidelity D&D Bancorp
Pennsylvania
$3.4M
VIP
370
Vista Investment Partners
Oklahoma
$3.4M
EFP
371
EnRich Financial Partners
Wisconsin
$3.38M
FPW
372
Flywheel Private Wealth
California
$3.34M
AWM
373
Axxcess Wealth Management
California
$3.33M
SEA
374
Stegent Equity Advisors
Texas
$3.27M
EWA
375
EverSource Wealth Advisors
Alabama
$3.25M