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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
Financial Engines Advisors
601
Financial Engines Advisors
California
$1.62M -$74.5K -677 -4%
TIA
602
Traphagen Investment Advisors
New Jersey
$1.61M -$22.2K -202 -1%
SEP
603
Signature Equity Partners
Ohio
$1.57M +$1.43M +12,969 +1,007%
ARC
604
Advisor Resource Council
Texas
$1.57M +$54.2K +492 +4%
SWM
605
Seaside Wealth Management
California
$1.57M -$3.3K -30 -0.2%
AIP
606
Almanack Investment Partners
Pennsylvania
$1.55M
TCG
607
Transcendent Capital Group
Oklahoma
$1.54M -$5.17K -47 -0.3%
JAWA
608
John A. Wolfe & Associates
Michigan
$1.53M +$17.2K +156 +1%
BCA
609
Bay Colony Advisors
Massachusetts
$1.52M +$581K +5,274 +62%
GAM
610
GEM Asset Management
Michigan
$1.51M +$3.19K +29 +0.2%
IWM
611
Integris Wealth Management
California
$1.5M -$63.4K -576 -4%
FFM
612
Forum Financial Management
Illinois
$1.49M -$881 -8 -0.1%
NP
613
NorthRock Partners
Minnesota
$1.49M +$1.48M +13,450 New
KRW
614
Kaufman Rossin Wealth
Florida
$1.48M -$29K -263 -2%
KWA
615
Kingswood Wealth Advisors
California
$1.48M +$824K +7,486 +127%
LWM
616
Lifetime Wealth Management
Texas
$1.48M +$106K +959 +8%
IFG
617
Independent Financial Group
California
$1.46M -$99.1K -900 -6%
CWM
618
Cornerstone Wealth Management
Missouri
$1.45M +$38.8K +352 +3%
SA
619
Sovran Advisors
California
$1.44M +$228K +2,075 +21%
CF
620
Crosspoint Financial
California
$1.44M +$507K +4,609 +55%
GCA
621
Gradient Capital Advisors
California
$1.43M -$10.7K -97 -0.7%
MWM
622
Meridian Wealth Management
Kentucky
$1.42M +$67.6K +614 +5%
MW
623
Maia Wealth
Colorado
$1.41M +$471K +4,281 +50%
EPW
624
Endeavor Private Wealth
Kansas
$1.41M -$55.8K -507 -4%
CA
625
Claro Advisors
Massachusetts
$1.39M +$85.5K +777 +7%