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Avantis US Small Cap Value ETF

981 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, 252 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

94% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 252

17% more funds holding in top 10

Funds holding in top 10: 139162 (+23)

12% more funds holding

Funds holding: 879981 (+102)

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
981
Holders Change
+102
Holders Change %
+11.6%
% of All Funds
11.94%
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
252
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
APP
26
Avantax Planning Partners
Iowa
$87.6M +$2.71M +27,047 +3%
JP Morgan Chase
27
JP Morgan Chase
New York
$86.5M +$39.3M +392,866 +86%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$81.4M +$1.89M +18,865 +2%
American Century Companies
29
American Century Companies
Missouri
$81.1M -$66.7K -667 -0.1%
SC
30
Savant Capital
Illinois
$78.2M -$1.36M -13,591 -2%
BHWM
31
Beaird Harris Wealth Management
Texas
$75.2M +$3.17M +31,730 +4%
PCIA
32
Prime Capital Investment Advisors
Kansas
$74.2M -$32.9M -328,629 -31%
FG
33
Foster Group
Iowa
$74.2M +$136K +1,355 +0.2%
OFG
34
Oxford Financial Group
Indiana
$68.2M -$2.34M -23,352 -3%
SP
35
Symmetry Partners
Connecticut
$67.6M +$48.7M +486,600 +276%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$67.2M +$4.44M +44,405 +7%
MFT
37
Moisand Fitzgerald Tamayo
Florida
$65.8M +$943K +9,427 +1%
CAM
38
Cresset Asset Management
Illinois
$65.3M +$1.94M +19,405 +3%
SAM
39
Satovsky Asset Management
New York
$63.2M +$19.8K +198 +0%
KF
40
Krilogy Financial
Missouri
$62.1M +$1.92M +19,206 +3%
PP
41
PDS Planning
Ohio
$61.4M +$1.85M +18,520 +3%
PHWA
42
Petersen Hastings Wealth Advisors
Washington
$60.8M +$59.7M +596,453 New
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$59.7M +$1.13M +11,255 +2%
MWP
44
Meredith Wealth Planning
Illinois
$59.5M +$48.8K +488 +0.1%
ZBNA
45
Zions Bancorporation, National Association
Utah
$55.7M -$99.5K -995 -0.2%
BEW
46
Burton Enright Welch
California
$48.2M +$1.79M +17,862 +4%
MAM
47
Marquette Asset Management
Minnesota
$46.5M +$653K +6,527 +1%
FCBT
48
First Citizens Bank & Trust
North Carolina
$46.2M +$823K +8,229 +2%
FFA
49
Farther Finance Advisors
California
$45.4M +$11.1M +111,342 +33%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$45.1M +$2.56M +25,538 +6%