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Avantis US Small Cap Value ETF

1,051 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: 9831,051 (+68)

0.79% less ownership

Funds ownership: 70.76%69.98% (-0.79%)

Holders
1,051
Holders Change
+68
Holders Change %
+6.92%
% of All Funds
12.94%
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
CWA
501
Centennial Wealth Advisory
Michigan
$2.93M +$1.53M +13,865 +109%
AFA
502
Alpha Financial Advisors
North Carolina
$2.93M +$20.8K +189 +0.7%
SEA
503
Stegent Equity Advisors
Texas
$2.91M -$369K -3,351 -11%
HWMC
504
Heritage Wealth Management (California)
California
$2.9M +$199K +1,805 +7%
VCM
505
Versant Capital Management
Arizona
$2.89M +$183K +1,658 +7%
TP
506
Tranquility Partners
Tennessee
$2.88M -$59.8K -543 -2%
RFN
507
RDA Financial Network
Iowa
$2.86M +$55.1K +500 +2%
PPW
508
Pasadena Private Wealth
California
$2.86M -$142K -1,292 -5%
HP
509
Haven Private
Florida
$2.86M +$10.3K +94 +0.4%
DWA
510
Delap Wealth Advisory
Oregon
$2.83M +$93.1K +846 +3%
EWA
511
Etesian Wealth Advisors
Oregon
$2.81M +$3.41K +31 +0.1%
MAMG
512
Milestone Asset Management Group
Connecticut
$2.77M +$122K +1,104 +5%
AOWM
513
Asset One Wealth Management
Washington
$2.77M +$2.59M +23,496 New
CPA
514
Cardiff Park Advisors
California
$2.75M +$251K +2,280 +10%
PCMC
515
Paragon Capital Management (Colorado)
Colorado
$2.74M +$44.5K +404 +2%
GVAG
516
Great Valley Advisor Group
Delaware
$2.73M -$265K -2,403 -9%
GCM
517
Gibraltar Capital Management
Oklahoma
$2.71M +$2.29M +20,808 +563%
AF
518
Atala Financial
California
$2.7M +$86.3K +784 +3%
MCWA
519
Meadow Creek Wealth Advisors
Georgia
$2.68M +$15.5K +141 +0.6%
AA
520
Auxano Advisors
Washington
$2.65M +$2.22M +20,158 +525%
FWM
521
FMB Wealth Management
California
$2.58M
SIMC
522
Squire Investment Management Company
Utah
$2.57M -$158K -1,439 -6%
FCT
523
First Community Trust
Iowa
$2.56M +$2.54M +23,085 +17,622%
XPN
524
XY Planning Network
Montana
$2.54M -$103K -932 -4%
SG
525
StoneX Group
New York
$2.53M +$2.52M +22,884 New