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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
RA
426
RFG Advisory
Alabama
$4.4M +$256K +2,324 +6%
BFA
427
Ballast Financial Advisors
Pennsylvania
$4.4M -$9.91K -90 -0.2%
TCIIS
428
TIAA-CREF Individual & Institutional Services
New York
$4.37M +$4.36M +39,596 New
DFC
429
DBK Financial Counsel
Ohio
$4.3M -$31.5K -286 -0.7%
NL
430
NKCFO LLC
Illinois
$4.27M +$1.11M +10,075 +35%
BONH
431
Bank of New Hampshire
New Hampshire
$4.26M +$589K +5,353 +16%
MHS
432
M Holdings Securities
Oregon
$4.22M +$152K +1,380 +4%
CW
433
Curio Wealth
Maryland
$4.18M +$197K +1,793 +5%
HI
434
Harbour Investments
Wisconsin
$4.15M +$571K +5,187 +16%
PCM
435
Peirce Capital Management
Texas
$4.15M -$431K -3,913 -9%
IAS
436
IMA Advisory Services
Colorado
$4.13M +$143K +1,300 +4%
FPW
437
Flywheel Private Wealth
California
$4.13M +$6.72K +61 +0.2%
PCG
438
PFC Capital Group
California
$4.13M +$179K +1,625 +5%
MWM
439
MOR Wealth Management
Pennsylvania
$4.1M -$68.9K -626 -2%
SF
440
Summit Financial
New Jersey
$4.07M +$591K +5,368 +17%
MAM
441
McLean Asset Management
Virginia
$4.05M -$184K -1,675 -4%
TFA
442
TandemGrowth Financial Advisors
Georgia
$4.03M +$143K +1,296 +4%
CC
443
Courier Capital
New York
$4M +$421K +3,822 +12%
Bank of Nova Scotia
444
Bank of Nova Scotia
Ontario, Canada
$3.99M +$3.98M +36,140 New
BOC
445
Bull Oak Capital
California
$3.97M +$453K +4,110 +13%
HP
446
Holistic Planning
Texas
$3.97M +$720K +6,537 +22%
CTWM
447
Cherry Tree Wealth Management
Minnesota
$3.97M +$30.7K +279 +0.8%
BlackRock
448
BlackRock
New York
$3.96M +$2.16M +19,590 +120%
FCP
449
Fidelis Capital Partners
Florida
$3.94M +$195K +1,775 +5%
DWM
450
Dopkins Wealth Management
New York
$3.89M -$314K -2,855 -8%