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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
EFL
351
ERn Financial LLC
Wisconsin
$6.81M -$142K -1,288 -2%
BFA
352
Benningfield Financial Advisors
California
$6.8M +$480K +4,360 +8%
CFP
353
Cascade Financial Partners
California
$6.8M +$963K +8,747 +17%
VF
354
Vawter Financial
Ohio
$6.67M +$699K +6,353 +12%
RZH
355
Relyea Zuckerberg Hanson
Connecticut
$6.56M -$18.1K -164 -0.3%
JTWM
356
Jackson Thornton Wealth Management
Alabama
$6.55M +$991 +9 +0%
Truist Financial
357
Truist Financial
North Carolina
$6.54M -$123K -1,120 -2%
OPAM
358
Ocean Park Asset Management
California
$6.54M +$3.83M +34,742 +142%
QWM
359
Quadcap Wealth Management
Texas
$6.52M +$456K +4,139 +8%
WW
360
Wright Wealth
Georgia
$6.5M +$194K +1,766 +3%
PWM
361
Platt Wealth Management
California
$6.5M -$93.3K -847 -1%
PWA
362
PCG Wealth Advisors
Kansas
$6.5M -$82.8K -752 -1%
Renaissance Technologies
363
Renaissance Technologies
New York
$6.5M +$2.74M +24,900 +73%
NWM
364
Navigoe Wealth Management
California
$6.48M +$276K +2,511 +4%
ETC
365
Exchange Traded Concepts
Oklahoma
$6.47M +$1.25M +11,322 +24%
NB
366
Nicolet Bankshares
Wisconsin
$6.4M +$6.37M +57,862 New
AAS
367
Ameritas Advisory Services
Nebraska
$6.39M +$39.1K +355 +0.6%
SCA
368
Sensenig Capital Advisors
Pennsylvania
$6.37M -$218K -1,981 -3%
DWM
369
DeLarme Wealth Management
California
$6.36M -$526K -4,776 -8%
CWMA
370
Capstone Wealth Management (Alabama)
Alabama
$6.34M
LFAS
371
Level Four Advisory Services
Texas
$6.34M -$219K -1,987 -3%
CB
372
Community Bank
New York
$6.32M +$9.8K +89 +0.2%
AFP
373
ATLas Financial Planning
Georgia
$6.27M +$867K +7,874 +16%
TFG
374
Team Financial Group
California
$6.27M -$69.6K -632 -1%
WIM
375
Westside Investment Management
California
$6.21M +$515K +4,678 +9%