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Avantis US Small Cap Value ETF

846 hedge funds and large institutions have $11.1B invested in Avantis US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 445 increasing their positions, 245 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
11.35%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
1.84%
New
104
Increased
445
Reduced
245
Closed
47
Calls
$2.67M
Puts
$1.46M
Net Calls
+$1.21M
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Shares
Change %
CF
601
Crosspoint Financial
California
$647K -$9.38K -103 -1%
Lido Advisors
602
Lido Advisors
California
$641K +$8.02K +88 +1%
CPRC
603
Consolidated Portfolio Review Corp
New York
$636K +$24.3K +267 +4%
LSA
604
Lion Street Advisors
Texas
$632K +$41.3K +453 +7%
TWP
605
Tyche Wealth Partners
Texas
$632K +$632K +6,935 New
AWS
606
Atria Wealth Solutions
New York
$631K -$2.34M -25,631 -79%
DFA
607
DHK Financial Advisors
New Hampshire
$631K +$3.01K +33 +0.5%
Northern Trust
608
Northern Trust
Illinois
$627K -$250K -2,742 -28%
Two Sigma Investments
609
Two Sigma Investments
New York
$619K -$929K -10,200 -60%
LFGO
610
Legacy Financial Group (Oklahoma)
Oklahoma
$619K +$5.47K +60 +0.9%
BAWC
611
Boyce & Associates Wealth Consulting
Texas
$616K +$66.5K +730 +12%
CIAS
612
Capital Investment Advisory Services
North Carolina
$595K -$273 -3 -0%
SF
613
Slagle Financial
Illinois
$591K -$5.1M -56,005 -90%
AWM
614
Ariadne Wealth Management
California
$590K
IFS
615
Intelligent Financial Strategies
Minnesota
$581K +$91 +1 +0%
SIAG
616
Safeguard Investment Advisory Group
California
$579K +$17K +187 +3%
CPCM
617
Cardinal Point Capital Management
Ontario, Canada
$564K -$67.4K -740 -11%
FWMP
618
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$562K +$562K +6,173 New
LIM
619
Leavell Investment Management
Alabama
$556K -$67.4K -740 -11%
RA
620
RFG Advisory
Alabama
$555K +$555K +6,098 New
MWML
621
M Wealth Management LLC
California
$549K -$100K -1,100 -15%
TFP
622
Triune Financial Partners
Kansas
$542K +$2.64K +29 +0.5%
GWM
623
Geneos Wealth Management
Colorado
$541K -$283K -3,105 -34%
PGWM
624
Pitti Group Wealth Management
New York
$537K +$5.19K +57 +1%
BCA
625
Bay Colony Advisors
Massachusetts
$536K +$536K +5,884 New