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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
CWS
776
Cypress Wealth Services
California
$515K
DOA
777
D'Orazio & Associates
Virginia
$514K -$97K -881 -16%
ML
778
Mayport LLC
Massachusetts
$507K +$506K +4,593 New
MSWM
779
Master's Wealth Management
Pennsylvania
$493K +$491K +4,458 New
HBW
780
Hazlett, Burt & Watson
West Virginia
$489K +$89.1K +809 +22%
FCA
781
Fortis Capital Advisors
Kansas
$483K +$482K +4,376 New
PFBT
782
Parkside Financial Bank & Trust
Missouri
$480K +$220 +2 +0%
DRP
783
Decker Retirement Planning
Utah
$474K -$27.6K -251 -6%
IUHSA
784
Itau Unibanco Holding S.A.
Brazil
$471K +$469K +4,261 New
RFP
785
Root Financial Partners
California
$466K +$438K +3,978 +1,664%
BWM
786
BAM Wealth Management
Colorado
$466K +$464K +4,216 New
GFM
787
GEN Financial Management
Minnesota
$463K
PB
788
Pinnacle Bancorp
Nebraska
$462K -$50K -454 -10%
ALWM
789
Andrews Lucia Wealth Management
California
$460K +$131K +1,193 +40%
BWMG
790
Bannerman Wealth Management Group
Texas
$459K -$12.2K -111 -3%
MWM
791
Madrid Wealth Management
New Mexico
$458K +$73.7K +669 +19%
SFS
792
Summit Financial Strategies
Ohio
$458K -$28.6K -260 -6%
JMA
793
J.M. Arbour
Maine
$458K +$456K +4,142 New
GWS
794
Glassman Wealth Services
Virginia
$455K -$357K -3,246 -44%
VFG
795
V2 Financial group
Illinois
$454K +$22.1K +201 +5%
NWMG
796
National Wealth Management Group
Ohio
$453K -$132K -1,200 -23%
SF
797
Strategent Financial
Virginia
$453K +$192K +1,747 +74%
AWM
798
Aureum Wealth Management
Florida
$451K +$450K +4,087 New
CF
799
Convergence Financial
Missouri
$450K -$629K -5,715 -58%
HWM
800
Hohimer Wealth Management
Washington
$450K +$449K +4,074 New