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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 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: 9831,050 (+67)

0.79% less ownership

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

Holders
1,050
Holders Change
+67
Holders Change %
+6.82%
% 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
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
BWS
476
Broadway Wealth Solutions
Texas
$3.42M +$96.9K +880 +3%
HWMO
477
Heritage Wealth Management (Ohio)
Ohio
$3.41M +$26.1K +237 +0.8%
ACA
478
Aptus Capital Advisors
Alabama
$3.39M +$2M +18,137 +144%
FF
479
Friday Financial
Iowa
$3.38M +$54.6K +496 +2%
SPA
480
Sentinel Pension Advisors
Massachusetts
$3.37M +$307K +2,784 +10%
SPC
481
Sigma Planning Corp
Michigan
$3.36M +$590K +5,355 +21%
FTWA
482
Fifth Third Wealth Advisors
Ohio
$3.35M -$155K -1,411 -4%
HA
483
Herold Advisors
New York
$3.33M +$396K +3,598 +14%
LKBC
484
L.K. Benson & Company
Maryland
$3.32M -$15K -136 -0.5%
AWA
485
Arbor Wealth Advisors
Michigan
$3.31M +$186K +1,691 +6%
PPWP
486
Premier Path Wealth Partners
New Jersey
$3.31M -$563K -5,109 -15%
LFA
487
Level Financial Advisors
New York
$3.27M -$96.2K -874 -3%
HF
488
Holcombe Financial
Georgia
$3.22M +$685K +6,222 +27%
DAS
489
Dynamic Advisor Solutions
Arizona
$3.19M +$62.9K +571 +2%
IF
490
Intrua Financial
Texas
$3.17M +$1.5M +13,638 +91%
CWA
491
Canvas Wealth Advisors
Kansas
$3.17M +$170K +1,540 +6%
CPL
492
CAP Partners LLC
Tennessee
$3.13M +$117K +1,059 +4%
CG
493
Clarus Group
Texas
$3.1M -$96.6K -877 -3%
NEPWA
494
New England Private Wealth Advisors
Massachusetts
$3.1M +$11.5K +104 +0.4%
AWM
495
Austin Wealth Management
Texas
$3.09M -$1.25M -11,358 -29%
CIBC World Market
496
CIBC World Market
Ontario, Canada
$3.01M +$3M +27,256 New
PA
497
Paragon Advisors
Texas
$2.99M -$95K -863 -3%
AF
498
Apollon Financial
South Carolina
$2.98M +$694K +6,300 +30%
First Manhattan
499
First Manhattan
New York
$2.97M
CA
500
CoreCap Advisors
Michigan
$2.93M +$103K +932 +4%