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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
MGIA
751
Moneta Group Investment Advisors
Missouri
$621K +$314K +2,854 +103%
FS
752
Financial Symmetry
North Carolina
$615K -$28.4K -258 -5%
KP
753
Keel Point
Alabama
$603K -$37.2K -338 -6%
GPCM
754
Guardsman Private Capital Management
Florida
$599K
IA
755
Inspire Advisors
Idaho
$595K +$593K +5,385 New
NAS
756
NWF Advisory Services
California
$585K -$25.4K -231 -4%
BCG
757
Breakwater Capital Group
New Jersey
$577K +$575K +5,226 New
WF
758
Whelan Financial
California
$570K
OFS
759
OneAscent Financial Services
Alabama
$569K -$40.5K -368 -7%
AGP
760
Autumn Glory Partners
Texas
$557K
RPA
761
Redwood Park Advisors
California
$556K +$1.54K +14 +0.3%
CA
762
CGN Advisors
Kansas
$556K -$666K -6,045 -55%
BBHC
763
Brown Brothers Harriman & Co
New York
$554K
AWE
764
Avidian Wealth Enterprises
Texas
$554K -$32.8K -298 -6%
VIPI
765
Vista Investment Partners II
Indiana
$548K +$546K +4,962 New
TFA
766
Tranquilli Financial Advisor
New Jersey
$547K +$26.1K +237 +5%
SEIA
767
Signature Estate & Investment Advisors
California
$546K +$5.07K +46 +0.9%
AW
768
Atlas Wealth
Ohio
$545K
GCM
769
Gambit Capital Management
Tennessee
$545K -$285K -2,588 -34%
CT
770
Colonial Trust
South Carolina
$537K
PAG
771
Powers Advisory Group
Illinois
$527K +$189K +1,716 +56%
RG
772
RHL Group
Michigan
$522K +$341K +3,100 +191%
LPFG
773
Landing Point Financial Group
Ohio
$519K +$3.3K +30 +0.6%
GIA
774
Guyasuta Investment Advisors
Pennsylvania
$518K +$517K +4,693 New
AWA
775
Acorn Wealth Advisors
Michigan
$518K -$3.52K -32 -0.7%