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Avantis US Small Cap Value ETF

1,050 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: 9831,050 (+67)

0.79% less ownership

Funds ownership: 70.76%69.97% (-0.79%)

Holders
1,050
Holders Change
+67
Holders Change %
+6.82%
% of All Funds
12.93%
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
KW
626
KWB Wealth
California
$1.39M
SFGM
627
Stonebridge Financial Group (Missouri)
Missouri
$1.39M +$317K +2,876 +30%
PI
628
PFG Investments
New York
$1.37M +$3.96K +36 +0.3%
DWM
629
Denver Wealth Management
Colorado
$1.37M +$52.1K +473 +4%
SAM
630
Silvercrest Asset Management
New York
$1.36M +$1.36M +12,321 New
BAM
631
Belpointe Asset Management
Nevada
$1.36M -$595K -5,405 -30%
NSAM
632
North Star Asset Management
Wisconsin
$1.34M +$474K +4,309 +55%
WG
633
WMS Group
Louisiana
$1.34M +$1.33M +12,098 New
SSWM
634
Sheets Smith Wealth Management
North Carolina
$1.33M +$148K +1,348 +13%
E
635
EntreWealth
Texas
$1.32M +$95K +863 +8%
LFA
636
Longview Financial Advisors
Alabama
$1.31M -$330 -3 -0%
SLWA
637
San Luis Wealth Advisors
California
$1.29M -$297K -2,698 -19%
VFG
638
Victory Financial Group
Texas
$1.29M +$375K +3,410 +41%
TW
639
Trajan Wealth
Arizona
$1.29M -$3.74K -34 -0.3%
HAP
640
Harbor Asset Planning
Massachusetts
$1.29M +$52.5K +477 +4%
FAG
641
Financial Architects (Georgia)
Georgia
$1.28M +$92.5K +840 +8%
JFA
642
JNBA Financial Advisors
Minnesota
$1.28M +$2.2K +20 +0.2%
PFG
643
Prosperity Financial Group
California
$1.26M +$1.25M +11,379 New
TFS
644
Thoroughbred Financial Services
Tennessee
$1.25M +$7.49K +68 +0.6%
WMA
645
West Michigan Advisors
Michigan
$1.24M +$1.24M +11,252 New
FF
646
Foundry Financial
California
$1.2M -$1.06M -9,618 -47%
CFS
647
CGC Financial Services
Oregon
$1.19M -$647K -5,876 -35%
KFAA
648
Klaas Financial Asset Advisors
Illinois
$1.19M -$9.25M -84,030 -89%
CWA
649
CogentBlue Wealth Advisors
Tennessee
$1.17M +$31.8K +289 +3%
SA
650
Strategic Advisors
New York
$1.15M +$14.3K +130 +1%