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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 134 funds opening new positions, 552 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

205% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 44

107% more repeat investments, than reductions

Existing positions increased: 552 | 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: 9831,050 (+67)

0.79% less ownership

Funds ownership: 70.76%69.97% (-0.79%)

Holders
1,050
Holders Change
+67
Holders Change %
+6.82%
% 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
134
Increased
552
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
WIA
401
World Investment Advisors
California
$5.16M +$746K +6,773 +17%
USCWA
402
U.S. Capital Wealth Advisors
Texas
$5.13M +$235K +2,135 +5%
TCM
403
Telos Capital Management
California
$5.1M +$71K +645 +1%
PCM
404
Passive Capital Management
Maryland
$4.94M +$438K +3,981 +10%
Natixis Advisors
405
Natixis Advisors
Massachusetts
$4.92M +$1.63M +14,826 +50%
IP
406
Indivisible Partners
Florida
$4.91M +$345K +3,135 +8%
FWM
407
ForthRight Wealth Management
Georgia
$4.89M +$4.87M +44,228 New
GIA
408
Gladstone Institutional Advisory
Florida
$4.87M -$189K -1,717 -4%
SSW
409
Stone Summit Wealth
Florida
$4.83M -$72.9K -662 -1%
GWMR
410
GC Wealth Management RIA
Massachusetts
$4.82M +$210K +1,904 +5%
CA
411
Clearstead Advisors
Ohio
$4.81M +$486K +4,416 +11%
SFP
412
Strategic Financial Planning
Texas
$4.8M +$21.4M +193,975 New
BAG
413
Bauman Advisory Group
Nevada
$4.8M +$1.06M +9,659 +29%
EFN
414
Equita Financial Network
Pennsylvania
$4.79M -$160K -1,454 -3%
ACA
415
Aspire Capital Advisors
Washington
$4.79M +$1.61M +14,614 +51%
ATC
416
Argent Trust Co
Tennessee
$4.71M +$155K +1,405 +3%
AWM
417
Aprio Wealth Management
Georgia
$4.66M +$138K +1,249 +3%
LA
418
LexAurum Advisors
Kansas
$4.61M +$4.59M +41,713 New
MAG
419
Mayfair Advisory Group
Alabama
$4.59M +$104K +944 +2%
LFG
420
Larson Financial Group
Missouri
$4.59M -$32.8K -298 -0.7%
SWM
421
Steelhead Wealth Management
Virginia
$4.54M +$4.53M +41,142 New
MWM
422
McCartney Wealth Management
Missouri
$4.51M -$124K -1,122 -3%
SHFA
423
SC&H Financial Advisors
Maryland
$4.48M -$54K -490 -1%
FNT
424
First Nebraska Trust
Nebraska
$4.47M +$4.46M +40,470 New
AA
425
Armis Advisers
Georgia
$4.45M +$44.5K +404 +1%