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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
CWP
726
Cyndeo Wealth Partners
Florida
$704K +$701K +6,369 New
NRI
727
NFP Retirement Inc
California
$700K +$79.3K +720 +13%
JIC
728
Johnson Investment Counsel
Ohio
$699K +$63.4K +576 +10%
FFG
729
Fortress Financial Group
Minnesota
$697K +$420K +3,814 +153%
PGWM
730
Pitti Group Wealth Management
New York
$694K +$51.5K +468 +8%
IFA
731
Index Fund Advisors
California
$692K +$689K +6,260 New
GWM
732
Geneos Wealth Management
Colorado
$691K +$56.3K +511 +9%
BWFA
733
Baltimore-Washington Financial Advisors
Maryland
$690K
PTC
734
Private Trust Company
Ohio
$689K +$19.3K +175 +3%
FWMP
735
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$682K
SF
736
Slagle Financial
Illinois
$680K -$32.3K -293 -5%
Lido Advisors
737
Lido Advisors
California
$677K -$18.3K -166 -3%
WMWM
738
Whitaker-Myers Wealth Managers
Ohio
$670K -$38.1K -346 -5%
CPCM
739
Cardinal Point Capital Management
Ontario, Canada
$666K +$32.7K +297 +5%
MWML
740
M Wealth Management LLC
California
$665K
TFP
741
Triune Financial Partners
Kansas
$663K +$1.76K +16 +0.3%
SFWC
742
Strategic Family Wealth Counselors
New Jersey
$661K +$49.4K +449 +8%
BW
743
Balance Wealth
Ohio
$658K +$655K +5,951 New
RWM
744
Ritholtz Wealth Management
New York
$655K +$253K +2,300 +63%
AWM
745
Arista Wealth Management
Nevada
$642K +$142K +1,290 +29%
SWM
746
Selective Wealth Management
Virginia
$639K
NWA
747
Navis Wealth Advisors
New York
$634K
OSAM
748
O'Shaughnessy Asset Management
Connecticut
$631K +$10K +91 +2%
TAM
749
Titleist Asset Management
Texas
$627K +$4.84K +44 +0.8%
GAM
750
Gotham Asset Management
New York
$624K +$157K +1,429 +34%