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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 %
SEIA
651
Signature Estate & Investment Advisors
California
$449K +$185K +2,031 +70%
ACA
652
Aptus Capital Advisors
Alabama
$449K -$7.47K -82 -2%
PB
653
Pinnacle Bancorp
Nebraska
$447K -$42K -461 -9%
LFS
654
Legacy Financial Strategies
Kansas
$446K -$1.73M -18,964 -79%
GC
655
Grimes & Company
Massachusetts
$443K +$2.1K +23 +0.5%
GWMR
656
GC Wealth Management RIA
Massachusetts
$440K +$28.4K +312 +7%
PWP
657
Parkwoods Wealth Partners
New York
$431K +$34.9K +383 +9%
CWI
658
Conscious Wealth Investments
Florida
$428K +$10.8K +114 +3%
BWM
659
Brickley Wealth Management
California
$419K +$20K +219 +5%
SRCM
660
Signature Resources Capital Management
California
$416K -$11.5K -126 -3%
SWM
661
Selective Wealth Management
Virginia
$416K +$69.4K +732 +20%
PTC
662
Private Trust Company
Ohio
$402K +$7.93K +87 +2%
SFS
663
Summit Financial Strategies
Ohio
$401K +$401K +4,405 New
AWA
664
Acorn Wealth Advisors
Michigan
$393K +$128K +1,400 +48%
BWMG
665
Bannerman Wealth Management Group
Texas
$390K -$110K -1,213 -22%
CT
666
Clearstead Trust
Maine
$388K +$52.7K +579 +16%
MQWP
667
Morey & Quinn Wealth Partners
Nebraska
$386K +$386K +4,241 New
AWE
668
Avidian Wealth Enterprises
Texas
$382K +$273 +3 +0.1%
CT
669
Colonial Trust
South Carolina
$379K +$5.92K +65 +2%
GWANC
670
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K -$15.5K -170 -4%
MPW
671
Magnolia Private Wealth
Pennsylvania
$369K -$159K -1,750 -30%
SI
672
Seeds Investor
New York
$367K +$367K +4,027 New
CB
673
Commerce Bank
Missouri
$356K +$13.8K +152 +4%
BBHC
674
Brown Brothers Harriman & Co
New York
$354K +$354K +3,891 New
EWP
675
Elevation Wealth Partners
California
$353K +$353K +3,873 New