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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
IC
701
IEQ Capital
California
$802K +$215K +1,953 +37%
CBU
702
CIBC Bancorp USA
Illinois
$791K +$788K +7,159 New
BWS
703
BFI Wealth Solutions
Texas
$779K +$110K +1,000 +17%
ICMM
704
Integrated Capital Management (Michigan)
Michigan
$771K -$2.42M -21,955 -76%
KFAS
705
Keating Financial Advisory Services
Kansas
$769K +$9.03K +82 +1%
CFG
706
Certior Financial Group
Pennsylvania
$768K +$765K +6,951 New
PA
707
ProCore Advisors
California
$767K -$81K -736 -10%
BAM
708
Belleair Asset Management
Florida
$759K +$232K +2,111 +44%
RSWM
709
Robertson Stephens Wealth Management
California
$753K +$661 +6 +0.1%
VA
710
Valmark Advisers
Ohio
$751K +$341K +3,100 +84%
MS
711
Monetary Solutions
Ohio
$747K -$32.8K -298 -4%
IA
712
IFP Advisors
Florida
$746K -$202K -1,834 -21%
LIM
713
Leavell Investment Management
Alabama
$732K +$192K +1,744 +36%
DWG
714
Darden Wealth Group
Michigan
$729K +$385K +3,500 +113%
LFGO
715
Legacy Financial Group (Oklahoma)
Oklahoma
$729K -$9.03K -82 -1%
OWA
716
OakTrust Wealth Advisors
Connecticut
$719K +$330 +3 +0%
AWAU
717
Alliance Wealth Advisors (Utah)
Utah
$717K +$715K +6,490 New
SCP
718
Stevens Capital Partners
Nebraska
$717K +$715K +6,490 New
CPP
719
Capasso Planning Partners
South Carolina
$713K -$5.62K -51 -0.8%
BA
720
Bridgewater Advisors
New York
$712K +$6.17K +56 +0.9%
DAM
721
Directional Asset Management
Illinois
$712K +$141K +1,282 +25%
IWS
722
Intentional Wealth Strategies
Colorado
$711K +$708K +6,432 New
OA
723
Oceanside Advisors
South Carolina
$709K +$74.9K +680 +12%
ATI
724
ARK & TLK Investments
Oklahoma
$705K +$168K +1,530 +32%
AWMM
725
Aegis Wealth Management (Maryland)
Maryland
$704K +$44K +400 +7%