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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
BWS
701
BFI Wealth Solutions
Texas
$612K +$600K +6,000 New
AWMM
702
Aegis Wealth Management (Maryland)
Maryland
$609K
MCM
703
Mattern Capital Management
Colorado
$609K +$23.6K +236 +4%
KWA
704
Kingswood Wealth Advisors
California
$603K +$592K +5,916 New
PGWM
705
Pitti Group Wealth Management
New York
$593K +$3.6K +36 +0.6%
SFWC
706
Strategic Family Wealth Counselors
New Jersey
$592K +$117K +1,170 +27%
KP
707
Keel Point
Alabama
$591K -$19.7K -197 -3%
LAM
708
Lifestyle Asset Management
Texas
$588K -$4.97M -49,672 -90%
SWM
709
Selective Wealth Management
Virginia
$587K -$14.7K -147 -3%
JIC
710
Johnson Investment Counsel
Ohio
$586K +$1.6K +16 +0.3%
GWM
711
Geneos Wealth Management
Colorado
$585K
OA
712
Oceanside Advisors
South Carolina
$585K +$44.9K +449 +8%
NWA
713
Navis Wealth Advisors
New York
$585K +$22K +220 +4%
CPCM
714
Cardinal Point Capital Management
Ontario, Canada
$585K
CWI
715
Conscious Wealth Investments
Florida
$578K +$36.7K +367 +8%
TAM
716
Titleist Asset Management
Texas
$574K -$7.4K -74 -1%
OSAM
717
O'Shaughnessy Asset Management
Connecticut
$573K +$68.4K +684 +14%
NRI
718
NFP Retirement Inc
California
$573K +$107K +1,072 +24%
DOA
719
D'Orazio & Associates
Virginia
$564K +$6.6K +66 +1%
NAS
720
NWF Advisory Services
California
$563K -$159K -1,591 -22%
OFS
721
OneAscent Financial Services
Alabama
$563K -$15.7K -157 -3%
GPCM
722
Guardsman Private Capital Management
Florida
$553K +$542K +5,419 New
FTUS
723
Flow Traders U.S.
New York
$550K +$540K +5,394 New
FS
724
Financial Symmetry
North Carolina
$549K
AWE
725
Avidian Wealth Enterprises
Texas
$542K +$145K +1,451 +38%