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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
OWA
551
ORBA Wealth Advisors
Illinois
$2.16M -$503K -4,573 -19%
FFN
552
Focus Financial Network
Minnesota
$2.15M +$2.14M +19,432 New
FHA
553
Flagship Harbor Advisors
Massachusetts
$2.14M +$33.8K +307 +2%
FFA
554
Founders Financial Alliance
North Carolina
$2.11M +$309K +2,811 +17%
CA
555
Clune & Associates
Illinois
$2.1M -$476K -4,319 -18%
LCWP
556
Legacy Capital Wealth Partners
Arkansas
$2.06M -$104K -941 -5%
CPWM
557
Cypress Point Wealth Management
Texas
$2.06M -$26K -236 -1%
JPLA
558
Joseph P. Lucia & Associates
New York
$2.06M +$57.1K +519 +3%
M
559
MOTCO
Texas
$2.04M +$68.9K +626 +4%
KWM
560
Kingsview Wealth Management
Oregon
$2.03M +$351K +3,192 +21%
CFS
561
CRA Financial Services
New Jersey
$2.03M -$90.6K -823 -4%
IWP
562
Insight Wealth Partners
Texas
$2.02M +$54.9K +499 +3%
IF
563
Ironwood Financial
Arizona
$2.01M +$85.1K +773 +4%
MWM
564
Maimon Wealth Management
Israel
$1.99M +$199K +1,810 +11%
CL
565
CSS LLC
Illinois
$1.99M -$2.36M -21,431 -54%
IBOK
566
Independence Bank of Kentucky
Kentucky
$1.97M -$313K -2,844 -14%
SI
567
Seeds Investor
New York
$1.97M +$1.55M +14,074 +474%
Fidelity Investments
568
Fidelity Investments
Massachusetts
$1.96M +$512K +4,650 +35%
BFG
569
Beacon Financial Group
Texas
$1.96M -$1.43K -13 -0.1%
SWASL
570
Spartan Wealth Advisory Services LLC
Michigan
$1.96M +$1.95M +17,736 New
HCP
571
Hardin Capital Partners
South Carolina
$1.92M +$125K +1,138 +7%
NPT
572
Nixon Peabody Trust
Massachusetts
$1.92M -$14.5K -132 -0.8%
SAW
573
Signal Advisors Wealth
Michigan
$1.9M +$375K +3,409 +25%
UWP
574
Uniting Wealth Partners
Kansas
$1.9M +$1.89M +17,154 New
JCM
575
Jacobi Capital Management
Pennsylvania
$1.88M +$170K +1,544 +10%