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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
AI
801
Accredited Investors
Minnesota
$450K
GWANC
802
Guardian Wealth Advisors (North Carolina)
North Carolina
$450K
TWM
803
TRB Wealth Management
Texas
$447K
BWM
804
Brickley Wealth Management
California
$443K
AWM
805
AE Wealth Management
Kansas
$434K
EWP
806
Elevation Wealth Partners
California
$432K
TWA
807
Trellis Wealth Advisors
California
$432K
LWM
808
Liberty Wealth Management
California
$424K
LFS
809
Legacy Financial Strategies
Kansas
$424K
VT
810
Vise Technologies
New York
$420K
SRCM
811
Signature Resources Capital Management
California
$418K
BWS
812
BCR Wealth Strategies
Alabama
$418K
BW
813
BIP Wealth
Georgia
$409K
SCFS
814
Stewardship Concepts Financial Services
Washington
$409K
KFGK
815
Keystone Financial Group (Kentucky)
Kentucky
$408K
KFA
816
Kelleher Financial Advisors
New York
$406K
E
817
Entelevest
Florida
$401K
SC
818
Sapient Capital
Indiana
$400K
BTI
819
Blue Trust Inc
Georgia
$400K
NLP
820
Next Level Private
New York
$397K
VW
821
Vance Wealth
California
$392K
CFG
822
Cassilly Financial Group
Maryland
$389K
IG
823
IFS Group
Pennsylvania
$387K
SPI
824
Santori & Peters Inc
Pennsylvania
$387K
PA
825
Procyon Advisors
Connecticut
$384K