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Avantis US Small Cap Value ETF

848 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, 446 increasing their positions, 246 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+43
Holders Change %
+5.34%
% of All Funds
11.37%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
1.84%
New
104
Increased
446
Reduced
246
Closed
47
Calls
$2.67M
Puts
$1.46M
Net Calls
+$1.21M
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
801
Accredited Wealth Management
Kentucky
$22.8K +$22.8K +250 New
CWM
802
CarsonAllaria Wealth Management
Illinois
$22.5K
CFP
803
Comprehensive Financial Planning
Pennsylvania
$22.4K +$91 +1 +0.4%
NS
804
NBC Securities
Alabama
$22K -$6.98K -78 -24%
SS
805
Sunbelt Securities
Texas
$20.2K -$97 -1 -0.5%
CAM
806
Clarity Asset Management
Iowa
$19.5K +$19.5K +214 New
PC
807
Promus Capital
Illinois
$18.1K +$18.1K +199 New
GM
808
GeoWealth Management
Illinois
$17.9K
AG
809
AmeriFlex Group
Nevada
$17.7K +$5.92K +65 +50%
HT
810
Headlands Technologies
Illinois
$16.1K +$16.1K +177 New
TIM
811
Total Investment Management
Arizona
$16K +$16K +176 New
TCM
812
Traub Capital Management
Massachusetts
$15.9K +$15.9K +175 New
JFG
813
JDM Financial Group
Texas
$15.8K
LWMI
814
Legacy Wealth Management (Idaho)
Idaho
$15.3K +$8.84K +97 +137%
LIS
815
Legacy Investment Solutions
Idaho
$15.3K +$15.3K +168 New
TPWA
816
Twin Peaks Wealth Advisors
California
$13.9K +$13.9K +146 New
OLVIG
817
Oliver Lagore Vanvalin Investment Group
Michigan
$13.3K +$13.3K +153 New
AWM
818
Abound Wealth Management
Tennessee
$12.8K
FCT
819
First Community Trust
Iowa
$11.9K +$11.9K +131 New
HHGA
820
Halbert Hargrove Global Advisors
California
$11.6K
AF
821
Advisornet Financial
Minnesota
$9.75K
GIM
822
Glenmede Investment Management
Pennsylvania
$9.66K +$9.66K +106 New
GI
823
GAMMA Investing
California
$9.57K
1IA
824
1620 Investment Advisors
Massachusetts
$9.57K +$9.57K +105 New
OIA
825
Optimum Investment Advisors
Illinois
$9.02K