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Avantis US Small Cap Value ETF

981 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, 252 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

94% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 252

17% more funds holding in top 10

Funds holding in top 10: 139162 (+23)

12% more funds holding

Funds holding: 879981 (+102)

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
981
Holders Change
+102
Holders Change %
+11.6%
% of All Funds
11.94%
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
252
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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$44.1M +$4.4M +43,953 +12%
FPGK
52
Financial Partners Group (Kansas)
Kansas
$42.7M -$362K -3,616 -0.9%
AC
53
AlphaCore Capital
California
$41.9M +$62.2K +622 +0.2%
QHA
54
Quarry Hill Advisors
Minnesota
$41.5M +$3.73M +37,262 +10%
CWP
55
Cornerstone Wealth Partners
Michigan
$41.4M +$40.6M +406,210 New
PPW
56
Parcion Private Wealth
Washington
$40.8M -$962K -9,616 -2%
MIC
57
Means Investment Company
Maine
$40.4M +$816K +8,152 +2%
EWM
58
Empirical Wealth Management
Washington
$40.3M +$3.37M +33,697 +9%
Comerica Bank
59
Comerica Bank
Texas
$39.9M -$20.4M -204,074 -34%
Mariner
60
Mariner
Kansas
$39.8M -$6.14M -61,325 -14%
TH
61
Team Hewins
California
$39.8M +$1.51M +15,107 +4%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$39.7M +$335K +3,352 +0.9%
KAM
63
KEB Asset Management
Illinois
$37.9M +$9.21M +92,069 +33%
HWM
64
HB Wealth Management
Georgia
$37.3M -$939K -9,390 -3%
BP
65
BWM Planning
Texas
$34.9M +$3.43M +34,241 +11%
OFS
66
Orrstown Financial Services
Pennsylvania
$34.7M +$235K +2,349 +0.7%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$34.4M +$8.46M +84,556 +33%
TA
68
TruWealth Advisors
Louisiana
$34.1M -$27.1M -271,038 -45%
TAWM
69
Three Arch Wealth Management
California
$34M +$33.4M +333,821 New
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$34M +$1.78M +17,804 +6%
RLIM
71
Red Lighthouse Investment Management
New York
$33.4M -$350K -3,498 -1%
GT
72
Glenview Trust
Kentucky
$33M -$17.2K -172 -0.1%
MCM
73
MAI Capital Management
Ohio
$33M +$1.23M +12,309 +4%
GP
74
Greenline Partners
New York
$32.4M +$2.74M +27,363 +9%
SHFA
75
Sherrill & Hutchins Financial Advisory
Georgia
$31.9M +$5.4K +54 +0%