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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 135 funds opening new positions, 551 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

207% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 44

106% more repeat investments, than reductions

Existing positions increased: 551 | 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: 9821,050 (+68)

0.79% less ownership

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

Holders
1,050
Holders Change
+68
Holders Change %
+6.92%
% 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
135
Increased
551
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
FFC
676
First Financial Corp
Indiana
$947K -$174K -1,584 -16%
VCM
677
Vines Capital Management
Louisiana
$944K +$31.7K +288 +3%
OWA
678
Opal Wealth Advisors
New York
$933K -$266K -2,420 -22%
KA
679
Klingman & Associates
New York
$918K +$1.76K +16 +0.2%
BAWC
680
Boyce & Associates Wealth Consulting
Texas
$913K +$18.1K +164 +2%
TF
681
Tenon Financial
New Jersey
$908K +$1.98K +18 +0.2%
MCM
682
Mattern Capital Management
Colorado
$903K +$242K +2,202 +37%
WHCI
683
W.H. Cornerstone Investments
Massachusetts
$895K +$549K +4,989 +160%
MWA
684
Merkkuri Wealth Advisors
New York
$885K +$2.42K +22 +0.3%
DG
685
Dala Group
Illinois
$879K -$1.87M -17,016 -68%
Citadel Advisors
686
Citadel Advisors
Florida
$878K -$207K -1,882 -19%
PFPG
687
Pinnacle Financial Partners (Georgia)
Georgia
$859K +$1.43K +13 +0.2%
NRW
688
Nova R Wealth
Kansas
$858K -$27.1K -246 -3%
SC
689
Schubert & Co
Texas
$858K +$125K +1,132 +17%
RFC
690
Regions Financial Corp
Alabama
$855K +$852K +7,741 New
CFGA
691
Cambridge Financial Group (Arizona)
Arizona
$854K +$412K +3,746 +94%
KFP
692
KMG Fiduciary Partners
Ohio
$849K +$11.7K +106 +1%
LWM
693
LJI Wealth Management
Indiana
$841K -$1.74M -15,811 -68%
HAS
694
HBW Advisory Services
California
$835K -$154K -1,403 -16%
CPIA
695
Cornell Pochily Investment Advisors
New York
$831K -$26.1K -237 -3%
Northern Trust
696
Northern Trust
Illinois
$827K -$36.6K -332 -4%
FWI
697
Facet Wealth Inc
Maryland
$825K -$19.2K -174 -2%
RFP
698
RCS Financial Planning
Maryland
$815K
CFA
699
Camarda Financial Advisors
Florida
$814K +$86.5K +786 +12%
PCM
700
Prospera Capital Management
Arizona
$806K