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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 135 funds opening new positions, 551 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

207% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 44

106% more repeat investments, than reductions

Existing positions increased: 551 | 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: 9811,050 (+69)

0.79% less ownership

Funds ownership: 70.76%69.97% (-0.79%)

Holders
1,050
Holders Change
+69
Holders Change %
+7.03%
% 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
135
Increased
551
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
RIM
26
RW Investment Management
Idaho
$101M +$101M +914,627 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$97.8M +$9.62M +87,371 +11%
American Century Companies
28
American Century Companies
Missouri
$96.7M +$8.81M +80,034 +10%
APP
29
Avantax Planning Partners
Iowa
$95.3M +$418K +3,795 +0.4%
JP Morgan Chase
30
JP Morgan Chase
New York
$94M +$2.12M +19,248 +2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$83.5M +$10.7M +96,966 +15%
BHWM
32
Beaird Harris Wealth Management
Texas
$82.6M +$1.18M +10,711 +1%
FG
33
Foster Group
Iowa
$77.6M -$2.73M -24,782 -3%
SP
34
Symmetry Partners
Connecticut
$74.8M +$1.62M +14,740 +2%
MFT
35
Moisand Fitzgerald Tamayo
Florida
$69.9M -$1.4M -12,698 -2%
CAM
36
Cresset Asset Management
Illinois
$68.9M -$1.78M -16,174 -3%
SAM
37
Satovsky Asset Management
New York
$68.5M +$11.2K +102 +0%
PHWA
38
Petersen Hastings Wealth Advisors
Washington
$67.5M +$1.59M +14,431 +2%
PP
39
PDS Planning
Ohio
$66.7M +$159K +1,440 +0.2%
MWP
40
Meredith Wealth Planning
Illinois
$65.4M +$925K +8,399 +1%
KF
41
Krilogy Financial
Missouri
$65.1M -$1.08M -9,834 -2%
OFG
42
Oxford Financial Group
Indiana
$62.2M -$11.6M -105,572 -16%
FFA
43
Farther Finance Advisors
California
$61.8M +$12.5M +113,595 +26%
ZBNA
44
Zions Bancorporation, National Association
Utah
$60M -$282K -2,558 -0.5%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$59.7M -$4.9M -44,491 -8%
Corient Private Wealth
46
Corient Private Wealth
Florida
$56.1M -$55.5M -503,763 -49%
Mariner
47
Mariner
Kansas
$55.2M +$12M +109,108 +28%
BEW
48
Burton Enright Welch
California
$53.9M +$1.6M +14,502 +3%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$52M +$3.18M +28,900 +7%
CWP
50
Cornerstone Wealth Partners
Michigan
$51.7M +$6.79M +61,671 +15%