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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
AFP
376
ATLas Financial Planning
Georgia
$4.99M +$4.89M +48,899 New
KCWM
377
Kane Co Wealth Management
Iowa
$4.89M +$4.8M +47,944 New
EFP
378
EnRich Financial Partners
Wisconsin
$4.85M +$763K +7,625 +19%
ETC
379
Exchange Traded Concepts
Oklahoma
$4.82M -$46K -460 -1%
GWL
380
Generations Wealth LLC
Ohio
$4.75M +$4.66M +46,569 New
CCM
381
Cloud Capital Management
Washington
$4.74M +$869K +8,690 +23%
GIA
382
Gladstone Institutional Advisory
Florida
$4.67M -$28.9K -289 -0.6%
IAA
383
Independent Advisor Alliance
North Carolina
$4.66M -$17.5K -175 -0.4%
TCM
384
Telos Capital Management
California
$4.64M +$155K +1,550 +4%
OCM
385
Orion Capital Management
California
$4.62M -$153K -1,529 -3%
EFN
386
Equita Financial Network
Pennsylvania
$4.57M -$15.9K -159 -0.4%
AAP
387
Arax Advisory Partners
Colorado
$4.55M +$4.47M +44,722 New
SSW
388
Stone Summit Wealth
Florida
$4.53M +$70.3K +703 +2%
BW
389
Bravera Wealth
North Dakota
$4.52M +$4.43M +44,320 New
USCWA
390
U.S. Capital Wealth Advisors
Texas
$4.51M -$60.1K -601 -1%
SA
391
Sylvest Advisors
Texas
$4.48M +$310K +3,095 +8%
FPI
392
Financial Plan Inc
Washington
$4.47M +$4.39M +43,866 New
MWM
393
Maridea Wealth Management
New York
$4.44M +$1.11M +11,140 +34%
VIP
394
Vista Investment Partners
Oklahoma
$4.44M +$213K +2,129 +5%
PAM
395
Pacific Asset Management
Washington
$4.44M +$673K +6,729 +18%
MWM
396
McCartney Wealth Management
Missouri
$4.28M +$4.2M +41,955 New
LFG
397
Larson Financial Group
Missouri
$4.26M +$145K +1,454 +4%
GWMR
398
GC Wealth Management RIA
Massachusetts
$4.26M +$94.9K +949 +2%
PCM
399
Peirce Capital Management
Texas
$4.23M -$208K -2,080 -5%
IP
400
Indivisible Partners
Florida
$4.21M +$4.13M +41,315 New