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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
SCS
376
Southern Capital Services
Alabama
$6.2M +$6.18M +56,153 New
AIS
377
Accredited Investor Services
Minnesota
$6.2M +$217K +1,972 +4%
NCM
378
Northland Capital Management
Minnesota
$6.14M +$358K +3,253 +6%
EFP
379
EnRich Financial Partners
Wisconsin
$6.13M +$875K +7,948 +17%
CWM
380
Castle Wealth Management
Florida
$6.06M +$131K +1,188 +2%
CBT
381
CoreFirst Bank & Trust
Kansas
$5.98M -$152K -1,384 -2%
CFO
382
CVA Family Office
Colorado
$5.95M -$39.7K -361 -0.7%
OC
383
Oppenheimer & Co
New York
$5.79M +$5.77M +52,389 New
MWM
384
Maridea Wealth Management
New York
$5.77M +$958K +8,704 +20%
CFG
385
Carr Financial Group
Massachusetts
$5.72M -$1.49M -13,552 -21%
BW
386
Bravera Wealth
North Dakota
$5.53M +$629K +5,712 +13%
LWA
387
Lantern Wealth Advisors
New York
$5.49M +$2.86K +26 +0.1%
KCWM
388
Kane Co Wealth Management
Iowa
$5.49M +$191K +1,732 +4%
SWM
389
Seed Wealth Management
Illinois
$5.46M
SWA
390
Sax Wealth Advisors
New Jersey
$5.38M -$44.7K -406 -0.8%
PAM
391
Pacific Asset Management
Washington
$5.37M +$562K +5,107 +12%
OCM
392
Orion Capital Management
California
$5.37M +$356K +3,234 +7%
FPI
393
Financial Plan Inc
Washington
$5.34M +$495K +4,499 +10%
EH
394
Equitable Holdings
New York
$5.34M +$3.7M +33,626 +208%
PWS
395
Proactive Wealth Strategies
Georgia
$5.33M +$2.87M +26,105 +118%
AAA
396
Andrews Advisory Associates
Hawaii
$5.3M -$367K -3,329 -6%
BMWS
397
Brady Martz Wealth Solutions
North Dakota
$5.29M -$535K -4,858 -9%
SA
398
Sylvest Advisors
Texas
$5.24M +$378K +3,436 +8%
ACM
399
Anfield Capital Management
California
$5.23M +$5.2M +47,264 +51,938%
GWL
400
Generations Wealth LLC
Ohio
$5.2M +$57K +518 +1%