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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
MWM
576
Modera Wealth Management
New Jersey
$1.85M +$138K +1,254 +8%
RWM
577
Rockwood Wealth Management
Pennsylvania
$1.84M
PSCM
578
Per Stirling Capital Management
Texas
$1.84M -$136K -1,237 -7%
VCM
579
Vivaldi Capital Management
Illinois
$1.83M -$17K -154 -0.9%
CA
580
Continuum Advisory
Idaho
$1.8M +$929K +8,434 +107%
GFG
581
Goldstone Financial Group
Illinois
$1.78M -$1.18M -10,724 -40%
SW
582
SVB Wealth
Massachusetts
$1.77M +$110K +1,000 +7%
National Bank of Canada
583
National Bank of Canada
Quebec, Canada
$1.74M +$175K +1,589 +11%
BEI
584
Benjamin Edwards Inc
Missouri
$1.73M -$110K -1,003 -6%
S
585
Sachetta
Massachusetts
$1.71M -$38.5K -350 -2%
FCAM
586
First Citizens Asset Management
North Carolina
$1.7M +$37K +336 +2%
CAMG
587
CWA Asset Management Group
Florida
$1.7M +$42.7K +388 +3%
MFWP
588
Mosaic Family Wealth Partners
Missouri
$1.69M +$1.17M +10,637 +226%
BWM
589
BigSur Wealth Management
Florida
$1.69M -$87.3K -793 -5%
SWP
590
Stratos Wealth Partners
Ohio
$1.68M +$445K +4,046 +36%
ARA
591
Approach Retirement Advisors
Alabama
$1.67M +$119K +1,079 +8%
RW
592
RVW Wealth
California
$1.67M +$42.6K +387 +3%
AWA
593
Arkadios Wealth Advisors
Georgia
$1.67M +$476K +4,326 +40%
FF
594
Frankly Finances
Florida
$1.66M +$102K +930 +7%
EWP
595
Equity Wealth Partners
Missouri
$1.66M -$233K -2,119 -12%
TWP
596
Tower Wealth Partners
Pennsylvania
$1.65M -$9.47K -86 -0.6%
PPG
597
Peak Planning Group
Colorado
$1.65M +$43.8K +398 +3%
TA
598
TPG Advisors
Illinois
$1.65M +$1.64M +14,896 New
TCA
599
Transcend Capital Advisors
New Jersey
$1.64M +$215K +1,953 +15%
CAM
600
Clark Asset Management
New Hampshire
$1.63M