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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
CAM
451
Cozad Asset Management
Illinois
$3.17M +$296K +2,954 +11%
IA
452
IF Advisors
Texas
$3.14M +$3.08M +30,806 New
HWMO
453
Heritage Wealth Management (Ohio)
Ohio
$3.13M +$247K +2,473 +9%
LFA
454
Level Financial Advisors
New York
$3.11M +$92.7K +927 +3%
CAPTRUST Financial Advisors
455
CAPTRUST Financial Advisors
North Carolina
$3.1M -$934K -9,334 -23%
LKBC
456
L.K. Benson & Company
Maryland
$3.08M +$23.4K +234 +0.8%
BWS
457
Broadway Wealth Solutions
Texas
$3.07M +$958K +9,575 +47%
FF
458
Friday Financial
Iowa
$3.07M +$84.1K +841 +3%
SEA
459
Stegent Equity Advisors
Texas
$3.03M +$49.8K +498 +2%
Natixis Advisors
460
Natixis Advisors
Massachusetts
$3.03M +$464K +4,641 +19%
FA
461
Faithward Advisors
Pennsylvania
$3.01M +$167K +1,666 +6%
HP
462
Holistic Planning
Texas
$3M +$1.51M +15,129 +106%
ICMM
463
Integrated Capital Management (Michigan)
Michigan
$2.95M -$36.2K -362 -1%
CG
464
Clarus Group
Texas
$2.95M -$129K -1,290 -4%
ACA
465
Aspire Capital Advisors
Washington
$2.93M -$166K -1,660 -5%
NL
466
NKCFO LLC
Illinois
$2.92M
DAS
467
Dynamic Advisor Solutions
Arizona
$2.89M +$102K +1,022 +4%
AWA
468
Arbor Wealth Advisors
Michigan
$2.89M +$545K +5,445 +24%
PA
469
Paragon Advisors
Texas
$2.85M -$2.71M -27,120 -49%
NEPWA
470
New England Private Wealth Advisors
Massachusetts
$2.85M -$231K -2,310 -8%
SPA
471
Sentinel Pension Advisors
Massachusetts
$2.83M +$69.9K +699 +3%
IWM
472
IHT Wealth Management
Illinois
$2.83M +$140K +1,399 +5%
CPL
473
CAP Partners LLC
Tennessee
$2.78M +$29.6K +296 +1%
GRP
474
Global Retirement Partners
California
$2.78M +$70.2K +702 +3%
PPW
475
Pasadena Private Wealth
California
$2.77M -$119K -1,188 -4%