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Avantis US Small Cap Value ETF
AVUV

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: 162 → 184 (+22)

7% more funds holding

Funds holding: 981 → 1,050 (+69)

0.79% less ownership

Funds ownership: 70.76% → 69.97% (-0.79%)

Holders
1,050
Holders Change
+69
Holders Change %
+7.03%
% 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

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$149M
2
LPL Financial
LPL Financial
California
+$116M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$52.3M
4
WRPWM
Werba Rubin Papier Wealth Management
California
+$47.7M
5
Ameriprise
Ameriprise
Minnesota
+$44.3M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$55.5M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$31.7M
3
MWM
McMill Wealth Management
Nebraska
-$28.8M
4
OFG
Oxford Financial Group
Indiana
-$11.6M
5
HNWA
Henrickson Nauta Wealth Advisors
Michigan
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
51
Parcion Private Wealth
Washington
$50.9M +$6.65M +60,354 +15%
MAM
52
Marquette Asset Management
Minnesota
$50.2M -$136K -1,236 -0.3%
QHA
53
Quarry Hill Advisors
Minnesota
$48.8M +$884K +8,030 +2%
PCIA
54
Prime Capital Investment Advisors
Kansas
$48.5M -$31.7M -288,293 -40%
WRPWM
55
Werba Rubin Papier Wealth Management
California
$47.8M +$47.7M +432,808 New
KAM
56
KEB Asset Management
Illinois
$47.3M +$6.18M +56,097 +15%
EWM
57
Empirical Wealth Management
Washington
$45.8M +$2.19M +19,890 +5%
TH
58
Team Hewins
California
$45.7M +$2.62M +23,801 +6%
FCBT
59
First Citizens Bank & Trust
North Carolina
$45.3M -$4.69M -42,610 -9%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$45.3M -$978K -8,882 -2%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$44.9M +$13.1M +119,190 +41%
AC
62
AlphaCore Capital
California
$44.7M -$744K -6,760 -2%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$43.8M +$723K +6,565 +2%
IAA
64
Independent Advisor Alliance
North Carolina
$43.7M +$38.5M +349,639 +765%
MIC
65
Means Investment Company
Maine
$43.5M -$284K -2,575 -0.6%
FPGK
66
Financial Partners Group (Kansas)
Kansas
$43.3M +$135K +1,226 +0.3%
HWM
67
HB Wealth Management
Georgia
$39.9M -$449K -4,077 -1%
BP
68
BWM Planning
Texas
$38.7M +$917K +8,326 +2%
TAWM
69
Three Arch Wealth Management
California
$37.9M +$1.07M +9,684 +3%
TA
70
TruWealth Advisors
Louisiana
$37.7M +$778K +7,065 +2%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$37.6M +$265K +2,403 +0.7%
SPM
72
Summit Portfolio Management
Nevada
$36.9M +$36.8M +333,964 New
GT
73
Glenview Trust
Kentucky
$36.8M +$990K +8,993 +3%
SAI
74
Savvy Advisors Inc
New York
$36.5M +$34.4M +312,649 +1,720%
RLIM
75
Red Lighthouse Investment Management
New York
$36.4M +$276K +2,505 +0.8%
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