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Avantis US Small Cap Value ETF

1,049 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 134 funds opening new positions, 551 increasing their positions, 267 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
184
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.61M
Puts
$1.72M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
726
Cyndeo Wealth Partners
Florida
$704K
NRI
727
NFP Retirement Inc
California
$700K
JIC
728
Johnson Investment Counsel
Ohio
$699K
FFG
729
Fortress Financial Group
Minnesota
$697K
PGWM
730
Pitti Group Wealth Management
New York
$694K
IFA
731
Index Fund Advisors
California
$692K
GWM
732
Geneos Wealth Management
Colorado
$691K
BWFA
733
Baltimore-Washington Financial Advisors
Maryland
$690K
PTC
734
Private Trust Company
Ohio
$689K
FWMP
735
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$682K
SF
736
Slagle Financial
Illinois
$680K
Lido Advisors
737
Lido Advisors
California
$677K
WMWM
738
Whitaker-Myers Wealth Managers
Ohio
$670K
CPCM
739
Cardinal Point Capital Management
Ontario, Canada
$666K
MWML
740
M Wealth Management LLC
California
$665K
TFP
741
Triune Financial Partners
Kansas
$663K
SFWC
742
Strategic Family Wealth Counselors
New Jersey
$661K
BW
743
Balance Wealth
Ohio
$658K
RWM
744
Ritholtz Wealth Management
New York
$655K
AWM
745
Arista Wealth Management
Nevada
$642K
SWM
746
Selective Wealth Management
Virginia
$639K
NWA
747
Navis Wealth Advisors
New York
$634K
OSAM
748
O'Shaughnessy Asset Management
Connecticut
$631K
TAM
749
Titleist Asset Management
Texas
$627K
GAM
750
Gotham Asset Management
New York
$624K