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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 %
OSAM
701
O'Shaughnessy Asset Management
Connecticut
$295K -$1.28K -14 -0.4%
BJL
702
Brighton Jones LLC
Washington
$286K -$34.1K -374 -11%
OWM
703
Orgel Wealth Management
Wisconsin
$285K
BPWM
704
Badgley Phelps Wealth Managers
Washington
$285K -$113K -1,237 -28%
MAM
705
Mainsail Asset Management
Alabama
$283K +$1.37K +15 +0.5%
AWM
706
Aegis Wealth Management
Maryland
$281K
AIM
707
Anchor Investment Management
South Carolina
$277K
GCM
708
Gibraltar Capital Management
Oklahoma
$275K +$10.8K +118 +4%
GWM
709
Grand Wealth Management
Michigan
$273K -$30K -329 -10%
HBCM
710
Heron Bay Capital Management
Michigan
$269K -$3.87M -42,446 -93%
UF
711
Univest Financial
Pennsylvania
$269K
FWI
712
Facet Wealth Inc
Maryland
$268K -$105K -1,137 -28%
BEAM
713
Baker Ellis Asset Management
Washington
$267K -$169K -1,850 -39%
BIM
714
Baldwin Investment Management
Pennsylvania
$265K -$15.6K -171 -6%
PF
715
Prosperitas Financial
California
$263K -$4.56K -50 -2%
CWMS
716
Cannon Wealth Management Services
North Carolina
$259K +$91 +1 +0%
CFG
717
Citizens Financial Group
Rhode Island
$256K +$1K +11 +0.4%
CC
718
Cornerstone Capital
California
$255K
BCM
719
Brookstone Capital Management
Illinois
$250K +$250K +2,748 New
SM
720
Sensible Money
Arizona
$249K +$249K +2,737 New
VWM
721
Verus Wealth Management
Wisconsin
$248K +$248K +2,724 New
RWM
722
Ritholtz Wealth Management
New York
$247K +$247K +2,715 New
CIBC Private Wealth Group
723
CIBC Private Wealth Group
Georgia
$240K -$62.9K -690 -21%
TCWM
724
Total Clarity Wealth Management
Illinois
$239K -$265K -2,906 -53%
AL
725
Aspiriant LLC
California
$238K -$273 -3 -0.1%