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Avantis US Small Cap Value ETF

852 hedge funds and large institutions have $11.1B invested in Avantis US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 447 increasing their positions, 248 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.67M
Puts
$1.46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
26
TCI Wealth Advisors
Arizona
$83.4M
APP
27
Avantax Planning Partners
Iowa
$72.7M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$70.3M
American Century Companies
29
American Century Companies
Missouri
$69.1M
OFG
30
Oxford Financial Group
Indiana
$66.5M
FG
31
Foster Group
Iowa
$63M
BHWM
32
Beaird Harris Wealth Management
Texas
$60.3M
MFT
33
Moisand Fitzgerald Tamayo
Florida
$57.9M
PPW
34
Parcion Private Wealth
Washington
$56.6M
SAM
35
Satovsky Asset Management
New York
$56.5M
Comerica Bank
36
Comerica Bank
Texas
$55.6M
CAM
37
Cresset Asset Management
Illinois
$55.4M
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$55.3M
HWM
39
HB Wealth Management
Georgia
$55.2M
TA
40
TruWealth Advisors
Louisiana
$53.8M
MWP
41
Meredith Wealth Planning
Illinois
$51.5M
PP
42
PDS Planning
Ohio
$51.1M
Corient Private Wealth
43
Corient Private Wealth
Florida
$48.9M
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$45M
FCBT
45
First Citizens Bank & Trust
North Carolina
$43.3M
KF
46
Krilogy Financial
Missouri
$41.5M
WRPWM
47
Werba Rubin Papier Wealth Management
California
$41.5M
MAM
48
Marquette Asset Management
Minnesota
$39.6M
Mariner
49
Mariner
Kansas
$38.7M
FPGK
50
Financial Partners Group (Kansas)
Kansas
$35.8M