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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
PPG
576
Peak Planning Group
Colorado
$1.48M +$1.45M +14,499 New
SLWA
577
San Luis Wealth Advisors
California
$1.47M -$206K -2,059 -13%
SWM
578
Seaside Wealth Management
California
$1.45M +$5.4K +54 +0.4%
IWM
579
Integris Wealth Management
California
$1.44M
FF
580
Frankly Finances
Florida
$1.44M +$1.41M +14,124 New
National Bank of Canada
581
National Bank of Canada
Quebec, Canada
$1.44M -$99K -990 -7%
GAM
582
GEM Asset Management
Michigan
$1.44M -$279K -2,790 -17%
IFG
583
Independent Financial Group
California
$1.44M +$27.1K +271 +2%
CA
584
Cornerstone Advisory
Maryland
$1.43M +$113K +1,133 +9%
ARA
585
Approach Retirement Advisors
Alabama
$1.43M +$1.41M +14,053 New
AIP
586
Almanack Investment Partners
Pennsylvania
$1.43M -$80.7K -807 -5%
SCM
587
SOL Capital Management
Maryland
$1.43M -$197K -1,965 -12%
TCG
588
Transcendent Capital Group
Oklahoma
$1.42M +$13.5K +135 +1%
SAW
589
Signal Advisors Wealth
Michigan
$1.4M +$3.5K +35 +0.3%
JAWA
590
John A. Wolfe & Associates
Michigan
$1.4M +$1.37M +13,738 New
KRW
591
Kaufman Rossin Wealth
Florida
$1.39M -$5.2K -52 -0.4%
KW
592
KWB Wealth
California
$1.39M -$126K -1,260 -8%
FFM
593
Forum Financial Management
Illinois
$1.38M -$209K -2,088 -13%
EPW
594
Endeavor Private Wealth
Kansas
$1.35M -$129K -1,290 -9%
Fidelity Investments
595
Fidelity Investments
Massachusetts
$1.34M +$284K +2,840 +28%
GCA
596
Gradient Capital Advisors
California
$1.33M -$41.5K -415 -3%
TWM
597
Tortuga Wealth Management
California
$1.32M +$1.29M +12,910 New
TCA
598
Transcend Capital Advisors
New Jersey
$1.31M -$1.3M -12,953 -50%
VIP
599
Value Investment Professionals
New York
$1.31M +$1.28M +12,842 New
CWM
600
Cornerstone Wealth Management
Missouri
$1.31M -$140K -1,404 -10%