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Avantis US Small Cap Value ETF

852 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, 447 increasing their positions, 248 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.67M
Puts
$1.46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
701
Stewardship Advisors
Pennsylvania
$305K
AWM
702
AE Wealth Management
Kansas
$301K
KFA
703
Kelleher Financial Advisors
New York
$297K
OSAM
704
O'Shaughnessy Asset Management
Connecticut
$295K
BJL
705
Brighton Jones LLC
Washington
$286K
OWM
706
Orgel Wealth Management
Wisconsin
$285K
BPWM
707
Badgley Phelps Wealth Managers
Washington
$285K
MAM
708
Mainsail Asset Management
Alabama
$283K
AWM
709
Aegis Wealth Management
Maryland
$281K
AIM
710
Anchor Investment Management
South Carolina
$277K
GCM
711
Gibraltar Capital Management
Oklahoma
$275K
GWM
712
Grand Wealth Management
Michigan
$273K
HBCM
713
Heron Bay Capital Management
Michigan
$269K
UF
714
Univest Financial
Pennsylvania
$269K
FWI
715
Facet Wealth Inc
Maryland
$268K
BEAM
716
Baker Ellis Asset Management
Washington
$267K
BIM
717
Baldwin Investment Management
Pennsylvania
$265K
PF
718
Prosperitas Financial
California
$263K
CWMS
719
Cannon Wealth Management Services
North Carolina
$259K
CFG
720
Citizens Financial Group
Rhode Island
$256K
CC
721
Cornerstone Capital
California
$255K
BCM
722
Brookstone Capital Management
Illinois
$250K
SM
723
Sensible Money
Arizona
$249K
VWM
724
Verus Wealth Management
Wisconsin
$248K
RWM
725
Ritholtz Wealth Management
New York
$247K