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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
FAI
526
Fiduciary Advisors Inc
Missouri
$2.52M +$219K +1,987 +10%
LEFP
527
Leading Edge Financial Planning
Tennessee
$2.51M +$334K +3,035 +15%
GC
528
Guidance Capital
Kentucky
$2.49M +$528K +4,795 +30%
CSW
529
Cogent Strategic Wealth
Illinois
$2.48M -$238K -2,160 -9%
CM
530
Cornerstone Management
Georgia
$2.47M -$440 -4 -0%
BTWM
531
Baker Tilly Wealth Management
Wisconsin
$2.45M +$152K +1,378 +7%
PWP
532
Parkwoods Wealth Partners
New York
$2.44M +$61K +554 +3%
AWM
533
Ariadne Wealth Management
California
$2.44M +$88.7K +806 +4%
VIP
534
Vista Investment Partners
Oklahoma
$2.42M -$2.38M -21,609 -50%
RWM
535
Refined Wealth Management
Utah
$2.41M +$2.4M +21,774 New
AFP
536
Ausdal Financial Partners
Iowa
$2.4M -$881 -8 -0%
CCFM
537
Clear Creek Financial Management
Washington
$2.39M +$233K +2,118 +11%
EV
538
EJMK Ventures
Illinois
$2.38M +$1.21M +11,018 +104%
ADL
539
Asset Dedication LLC
California
$2.37M -$134K -1,215 -5%
HWM
540
HBE Wealth Management
Nebraska
$2.35M +$265K +2,411 +13%
CA
541
Cornerstone Advisory
Maryland
$2.34M +$783K +7,113 +51%
FFO
542
Fortitude Family Office
Arizona
$2.32M -$30.1K -273 -1%
PS
543
Principal Securities
Iowa
$2.32M +$34.9K +317 +2%
CW
544
CreativeOne Wealth
Kansas
$2.31M -$1.16M -10,559 -34%
CAG
545
Centerpoint Advisory Group
Kansas
$2.31M +$26.5K +241 +1%
ACM
546
Armbruster Capital Management
New York
$2.27M -$8.37K -76 -0.4%
5NPW
547
55 North Private Wealth
Florida
$2.26M +$4.51K +41 +0.2%
APG
548
Abacus Planning Group
South Carolina
$2.24M +$14.2K +129 +0.6%
BF
549
BOK Financial
Oklahoma
$2.2M +$51.3K +466 +2%
WWM
550
Western Wealth Management
Colorado
$2.2M +$1.88M +17,065 +606%