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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 %
NRI
676
NFP Retirement Inc
California
$348K +$57.7K +633 +20%
PFBT
677
Parkside Financial Bank & Trust
Missouri
$347K -$13.7K -150 -4%
LWM
678
Liberty Wealth Management
California
$346K +$1.64K +18 +0.5%
BWS
679
BCR Wealth Strategies
Alabama
$345K
DRP
680
Decker Retirement Planning
Utah
$342K +$10.8K +118 +3%
SFWC
681
Strategic Family Wealth Counselors
New Jersey
$342K +$342K +3,757 New
BTI
682
Blue Trust Inc
Georgia
$338K -$12.5K -137 -4%
KFGK
683
Keystone Financial Group (Kentucky)
Kentucky
$337K -$28.3K -311 -8%
VFA
684
Valeo Financial Advisors
Indiana
$337K -$249K -2,729 -42%
SC
685
Schubert & Co
Texas
$335K +$335K +3,681 New
First Trust Advisors
686
First Trust Advisors
Illinois
$333K +$333K +3,660 New
PPH
687
Pure Portfolios Holdings
Oregon
$330K +$6.47K +71 +2%
VW
688
Vance Wealth
California
$329K +$329K +3,616 New
CCA
689
Cora Capital Advisors
New Jersey
$328K -$22.1K -243 -6%
GWS
690
Glassman Wealth Services
Virginia
$328K
BWP
691
Balboa Wealth Partners
Arizona
$324K +$22.4K +246 +7%
TWA
692
Trellis Wealth Advisors
California
$316K +$21K +230 +7%
Bank of New York Mellon
693
Bank of New York Mellon
New York
$308K -$340K -3,730 -52%
NLP
694
Next Level Private
New York
$307K -$24.6K -270 -7%
KCM
695
KM Capital Management
Texas
$306K -$23.8K -261 -7%
EFA
696
Efficient Frontier Advisors
Connecticut
$306K +$306K +3,355 New
ATI
697
ARK & TLK Investments
Oklahoma
$306K -$364 -4 -0.1%
SA
698
Stewardship Advisors
Pennsylvania
$305K
AWM
699
AE Wealth Management
Kansas
$301K -$143K -1,571 -32%
KFA
700
Kelleher Financial Advisors
New York
$297K -$255K -2,794 -46%