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Avantis US Small Cap Value ETF

848 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, 446 increasing their positions, 246 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+43
Holders Change %
+5.34%
% of All Funds
11.37%
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
446
Reduced
246
Closed
47
Calls
$2.67M
Puts
$1.46M
Net Calls
+$1.21M
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
676
Brown Brothers Harriman & Co
New York
$354K +$354K +3,891 New
EWP
677
Elevation Wealth Partners
California
$353K +$353K +3,873 New
NRI
678
NFP Retirement Inc
California
$348K +$57.7K +633 +20%
PFBT
679
Parkside Financial Bank & Trust
Missouri
$347K -$13.7K -150 -4%
LWM
680
Liberty Wealth Management
California
$346K +$1.64K +18 +0.5%
BWS
681
BCR Wealth Strategies
Alabama
$345K
DRP
682
Decker Retirement Planning
Utah
$342K +$10.8K +118 +3%
SFWC
683
Strategic Family Wealth Counselors
New Jersey
$342K +$342K +3,757 New
BTI
684
Blue Trust Inc
Georgia
$338K -$12.5K -137 -4%
KFGK
685
Keystone Financial Group (Kentucky)
Kentucky
$337K -$28.3K -311 -8%
VFA
686
Valeo Financial Advisors
Indiana
$337K -$249K -2,729 -42%
SC
687
Schubert & Co
Texas
$335K +$335K +3,681 New
First Trust Advisors
688
First Trust Advisors
Illinois
$333K +$333K +3,660 New
PPH
689
Pure Portfolios Holdings
Oregon
$330K +$6.47K +71 +2%
VW
690
Vance Wealth
California
$329K +$329K +3,616 New
CCA
691
Cora Capital Advisors
New Jersey
$328K -$22.1K -243 -6%
GWS
692
Glassman Wealth Services
Virginia
$328K
BWP
693
Balboa Wealth Partners
Arizona
$324K +$22.4K +246 +7%
TWA
694
Trellis Wealth Advisors
California
$316K +$21K +230 +7%
Bank of New York Mellon
695
Bank of New York Mellon
New York
$308K -$340K -3,730 -52%
NLP
696
Next Level Private
New York
$307K -$24.6K -270 -7%
KCM
697
KM Capital Management
Texas
$306K -$23.8K -261 -7%
EFA
698
Efficient Frontier Advisors
Connecticut
$306K +$306K +3,355 New
ATI
699
ARK & TLK Investments
Oklahoma
$306K -$364 -4 -0.1%
SA
700
Stewardship Advisors
Pennsylvania
$305K