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Avantis US Small Cap Value ETF

1,051 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: 9831,051 (+68)

0.79% less ownership

Funds ownership: 70.76%69.98% (-0.79%)

Holders
1,051
Holders Change
+68
Holders Change %
+6.92%
% of All Funds
12.94%
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
APFP
451
Action Point Financial Planning
Michigan
$3.89M +$3.87M +35,180 New
AFA
452
Avant Financial Advisors
Texas
$3.89M +$8.92K +81 +0.2%
FHC
453
First Horizon Corporation
Tennessee
$3.88M +$403K +3,661 +12%
JWCA
454
J.W. Cole Advisors
Florida
$3.87M -$1.17M -10,604 -23%
SOWAS
455
Silver Oak Wealth Advisors Services
California
$3.85M +$21.5K +195 +0.6%
CSIA
456
Conrad Siegel Investment Advisors
Pennsylvania
$3.85M -$167K -1,518 -4%
LFA
457
Lauterbach Financial Advisors
Texas
$3.85M +$139K +1,265 +4%
RF
458
rebel Financial
Ohio
$3.82M +$35.9K +326 +1%
LG
459
LAM Group
Oregon
$3.78M +$182K +1,650 +5%
FTS
460
Fifth Third Securities
Ohio
$3.77M -$439K -3,988 -10%
DKCM
461
Davidson Kahn Capital Management
California
$3.75M +$3.67M +33,299 New
CAPTRUST Financial Advisors
462
CAPTRUST Financial Advisors
North Carolina
$3.73M +$372K +3,382 +11%
HOWA
463
Hudson Oak Wealth Advisory
New Jersey
$3.68M +$55.3K +502 +2%
IA
464
IF Advisors
Texas
$3.66M +$261K +2,366 +8%
OBWG
465
Onyx Bridge Wealth Group
New York
$3.66M -$6.43M -58,360 -64%
FCM
466
Fortis Capital Management
Washington
$3.63M +$892K +8,098 +33%
EAM
467
Evanson Asset Management
California
$3.63M +$884K +8,027 +32%
SWM
468
Sculati Wealth Management
Michigan
$3.6M -$13.5K -123 -0.4%
AAP
469
Arax Advisory Partners
Colorado
$3.59M -$1.35M -12,251 -27%
TWM
470
Troutman Wealth Management
Pennsylvania
$3.56M +$16.6K +151 +0.5%
CAM
471
Cozad Asset Management
Illinois
$3.53M +$95.7K +869 +3%
EB
472
Emprise Bank
Kansas
$3.52M -$43.6K -396 -1%
JWM
473
JDH Wealth Management
California
$3.5M -$35.6K -323 -1%
FA
474
Faithward Advisors
Pennsylvania
$3.45M +$194K +1,760 +6%
IWM
475
IHT Wealth Management
Illinois
$3.43M +$366K +3,321 +12%