We are live on ! Find out more
AVUV icon

Avantis US Small Cap Value ETF

983 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 160 funds opening new positions, 489 increasing their positions, 253 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 42

143% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $1.51M

93% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 253

17% more funds holding in top 10

Funds holding in top 10: 139162 (+23)

12% more funds holding

Funds holding: 879983 (+104)

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
983
Holders Change
+104
Holders Change %
+11.83%
% of All Funds
11.96%
Holding in Top 10
162
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+16.55%
% of All Funds
1.97%
New
160
Increased
489
Reduced
253
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
MCWA
501
Meadow Creek Wealth Advisors
Georgia
$2.46M +$6K +60 +0.2%
OWA
502
ORBA Wealth Advisors
Illinois
$2.46M -$94.7K -947 -4%
MAMG
503
Milestone Asset Management Group
Connecticut
$2.44M +$465K +4,647 +24%
XPN
504
XY Planning Network
Montana
$2.43M -$89.5K -895 -4%
AWM
505
Ariadne Wealth Management
California
$2.41M +$1.52M +15,212 +252%
AF
506
Atala Financial
California
$2.4M +$95.7K +957 +4%
LWM
507
LJI Wealth Management
Indiana
$2.39M +$1.87M +18,650 +391%
FWM
508
FMB Wealth Management
California
$2.38M -$266K -2,655 -10%
CA
509
Clune & Associates
Illinois
$2.38M +$521K +5,207 +29%
TA
510
TFB Advisors
Kansas
$2.36M -$7.8K -78 -0.3%
HIP
511
HUB Investment Partners
Texas
$2.34M +$2.3M +22,956 New
HF
512
Holcombe Financial
Georgia
$2.34M -$452K -4,514 -16%
ADL
513
Asset Dedication LLC
California
$2.31M -$34.9K -349 -2%
CPA
514
Cardiff Park Advisors
California
$2.31M -$141K -1,406 -6%
CM
515
Cornerstone Management
Georgia
$2.28M -$41.5K -415 -2%
PWS
516
Proactive Wealth Strategies
Georgia
$2.26M +$63K +630 +3%
AFP
517
Ausdal Financial Partners
Iowa
$2.22M -$39.1K -391 -2%
PWP
518
Parkwoods Wealth Partners
New York
$2.19M +$130K +1,302 +6%
FFO
519
Fortitude Family Office
Arizona
$2.17M -$105K -1,048 -5%
BTWM
520
Baker Tilly Wealth Management
Wisconsin
$2.12M -$1.73M -17,303 -45%
FAI
521
Fiduciary Advisors Inc
Missouri
$2.12M +$217K +2,166 +12%
IBOK
522
Independence Bank of Kentucky
Kentucky
$2.11M -$154K -1,540 -7%
AF
523
Apollon Financial
South Carolina
$2.11M +$336K +3,363 +19%
CAG
524
Centerpoint Advisory Group
Kansas
$2.11M -$73.9K -739 -3%
PS
525
Principal Securities
Iowa
$2.11M -$55K -550 -3%