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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
ATC
401
Argent Trust Co
Tennessee
$4.21M +$2.07M +20,677 +100%
SHFA
402
SC&H Financial Advisors
Maryland
$4.19M -$71.3K -713 -2%
MAG
403
Mayfair Advisory Group
Alabama
$4.19M +$10.6K +106 +0.3%
AWM
404
Aprio Wealth Management
Georgia
$4.17M +$1.03M +10,339 +34%
AWM
405
Austin Wealth Management
Texas
$4.17M +$424K +4,240 +12%
PCM
406
Passive Capital Management
Maryland
$4.15M +$9.71K +97 +0.2%
MAM
407
McLean Asset Management
Virginia
$4.13M +$110K +1,104 +3%
WIA
408
World Investment Advisors
California
$4.07M +$630K +6,297 +19%
BFA
409
Ballast Financial Advisors
Pennsylvania
$4.07M +$3.99M +39,910 New
JWCA
410
J.W. Cole Advisors
Florida
$4.05M -$190K -1,899 -4%
CL
411
CSS LLC
Illinois
$4.02M +$50K +500 +1%
DFC
412
DBK Financial Counsel
Ohio
$4M +$428K +4,273 +12%
CA
413
Clearstead Advisors
Ohio
$3.99M +$340K +3,395 +9%
AA
414
Armis Advisers
Georgia
$3.96M -$12.3M -123,098 -77%
FTS
415
Fifth Third Securities
Ohio
$3.88M +$426K +4,258 +13%
DWM
416
Dopkins Wealth Management
New York
$3.88M -$33.5K -335 -0.9%
MWM
417
MOR Wealth Management
Pennsylvania
$3.85M +$3.78M +37,781 New
RA
418
RFG Advisory
Alabama
$3.83M +$3.75M +37,529 New
FPW
419
Flywheel Private Wealth
California
$3.8M -$59.6K -596 -2%
CW
420
Curio Wealth
Maryland
$3.74M +$313K +3,132 +10%
CSIA
421
Conrad Siegel Investment Advisors
Pennsylvania
$3.71M -$2.6K -26 -0.1%
IAS
422
IMA Advisory Services
Colorado
$3.68M +$163K +1,633 +5%
PCG
423
PFC Capital Group
California
$3.64M +$396K +3,961 +12%
CTWM
424
Cherry Tree Wealth Management
Minnesota
$3.63M +$185K +1,849 +5%
TFA
425
TandemGrowth Financial Advisors
Georgia
$3.59M +$3.52M +35,200 New