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Avantis US Small Cap Value ETF

852 hedge funds and large institutions have $11.1B invested in Avantis US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 447 increasing their positions, 248 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.67M
Puts
$1.46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
726
CIBC Private Wealth Group
Georgia
$240K
TCWM
727
Total Clarity Wealth Management
Illinois
$239K
AL
728
Aspiriant LLC
California
$238K
ZIM
729
Zacks Investment Management
Illinois
$236K
M&T Bank
730
M&T Bank
New York
$234K
CWMP
731
Clarion Wealth Managment Partners
Virginia
$233K
CFG
732
Carter Financial Group
Illinois
$233K
WIM
733
WealthPlan Investment Management
Nebraska
$232K
HPM
734
Hoxton Planning & Management
West Virginia
$230K
SFM
735
Signet Financial Management
New Jersey
$229K
SWAG
736
Spectrum Wealth Advisory Group
California
$227K
ESB
737
Essex Savings Bank
Connecticut
$222K
GS
738
GWN Securities
Florida
$221K
BFG
739
Berger Financial Group
Minnesota
$220K
CCP
740
Cushing Capital Partners
Wisconsin
$220K
Bessemer Group
741
Bessemer Group
New Jersey
$220K
BWM
742
Base Wealth Management
Florida
$219K
TSS
743
Two Sigma Securities
New York
$215K
PAG
744
Powers Advisory Group
Illinois
$213K
IRAG
745
Investment Research & Advisory Group
Georgia
$213K
NRG
746
Nemes Rush Group
Michigan
$211K
BW
747
BIP Wealth
Georgia
$211K
BPW
748
BLVD Private Wealth
Kentucky
$209K
DAS
749
Diversify Advisory Services
Utah
$207K
JSA
750
Jim Saulnier & Associates
Colorado
$207K