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Avantis US Small Cap Value ETF

982 hedge funds and large institutions have $14.1B invested in Avantis US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 489 increasing their positions, 253 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 42

143% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $1.51M

93% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 253

17% more funds holding in top 10

Funds holding in top 10: 139162 (+23)

12% more funds holding

Funds holding: 879982 (+103)

10% more capital invested

Capital invested by funds: $12.9B → $14.1B (+$1.28B)

0.96% more ownership

Funds ownership: 69.8%70.76% (+0.96%)

Holders
982
Holders Change
+103
Holders Change %
+11.72%
% of All Funds
11.95%
Holding in Top 10
162
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+16.55%
% of All Funds
1.97%
New
159
Increased
489
Reduced
253
Closed
42
Calls
$3.67M
Puts
$1.51M
Net Calls
+$2.16M
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
PIS
676
POM Investment Strategies
North Carolina
$753K +$37.1K +371 +5%
RFP
677
RCS Financial Planning
Maryland
$752K -$11.9K -119 -2%
KPP
678
Kings Path Partners
Texas
$752K -$33K -330 -4%
GWS
679
Glassman Wealth Services
Virginia
$751K +$377K +3,767 +105%
PCM
680
Prospera Capital Management
Arizona
$744K
CIBC Private Wealth Group
681
CIBC Private Wealth Group
Georgia
$740K +$455K +4,546 +168%
MS
682
Monetary Solutions
Ohio
$720K +$707K +7,062 New
KFAS
683
Keating Financial Advisory Services
Kansas
$701K +$688K +6,876 New
RSWM
684
Robertson Stephens Wealth Management
California
$695K -$33.5K -335 -5%
LFGO
685
Legacy Financial Group (Oklahoma)
Oklahoma
$681K +$2.5K +25 +0.4%
SC
686
Schubert & Co
Texas
$677K +$118K +1,179 +22%
CFA
687
Camarda Financial Advisors
Florida
$671K -$76K -760 -10%
OWA
688
OakTrust Wealth Advisors
Connecticut
$664K +$651K +6,509 New
CPP
689
Capasso Planning Partners
South Carolina
$663K +$18.2K +182 +3%
BA
690
Bridgewater Advisors
New York
$659K +$3.8K +38 +0.6%
SF
691
Slagle Financial
Illinois
$657K +$18.6K +186 +3%
TFP
692
Triune Financial Partners
Kansas
$654K +$1.1K +11 +0.2%
WMWM
693
Whitaker-Myers Wealth Managers
Ohio
$654K -$231K -2,307 -26%
IFS
694
Intelligent Financial Strategies
Minnesota
$651K
Marshall Wace
695
Marshall Wace
United Kingdom
$650K +$637K +6,371 New
BWFA
696
Baltimore-Washington Financial Advisors
Maryland
$637K +$625K +6,250 New
FWMP
697
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$630K
Lido Advisors
698
Lido Advisors
California
$627K
PTC
699
Private Trust Company
Ohio
$618K +$101K +1,008 +20%
MWML
700
M Wealth Management LLC
California
$614K -$600 -6 -0.1%