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Avantis US Small Cap Value ETF

982 hedge funds and large institutions have $14.1B invested in Avantis US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 489 increasing their positions, 253 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 42

143% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $1.51M

93% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 253

17% more funds holding in top 10

Funds holding in top 10: 139162 (+23)

12% more funds holding

Funds holding: 879982 (+103)

10% more capital invested

Capital invested by funds: $12.9B → $14.1B (+$1.28B)

0.96% more ownership

Funds ownership: 69.8%70.76% (+0.96%)

Holders
982
Holders Change
+103
Holders Change %
+11.72%
% of All Funds
11.95%
Holding in Top 10
162
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+16.55%
% of All Funds
1.97%
New
159
Increased
489
Reduced
253
Closed
42
Calls
$3.67M
Puts
$1.51M
Net Calls
+$2.16M
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
DWG
801
Darden Wealth Group
Michigan
$316K -$10K -100 -3%
CA
802
Calton & Associates
Florida
$315K -$69.7K -697 -18%
PAG
803
Powers Advisory Group
Illinois
$312K -$4.7K -47 -2%
GTWM
804
Global Trust Wealth Management
Florida
$311K +$305K +3,050 New
AIM
805
Anchor Investment Management
South Carolina
$311K
GWM
806
Grand Wealth Management
Michigan
$305K
CPWL
807
Coquina Private Wealth LLC
Florida
$305K +$299K +2,990 New
BCM
808
Brookstone Capital Management
Illinois
$305K -$214K -2,135 -42%
ALWM
809
Andrews Lucia Wealth Management
California
$303K +$17.5K +175 +6%
SI
810
Seeds Investor
New York
$303K -$246K -2,457 -45%
UF
811
Univest Financial
Pennsylvania
$301K
BEAM
812
Baker Ellis Asset Management
Washington
$299K
HBCM
813
Heron Bay Capital Management
Michigan
$298K -$1.4K -14 -0.5%
Bank of New York Mellon
814
Bank of New York Mellon
New York
$295K -$35.5K -355 -11%
CWMS
815
Cannon Wealth Management Services
North Carolina
$290K -$100 -1 -0%
CA
816
CWC Advisors
Oregon
$289K +$56.1K +561 +25%
WWM
817
Western Wealth Management
Colorado
$287K +$282K +2,818 New
CC
818
Cornerstone Capital
California
$286K
Two Sigma Investments
819
Two Sigma Investments
New York
$286K -$2.77M -27,700 -91%
MGIA
820
Moneta Group Investment Advisors
Missouri
$283K +$277K +2,771 New
MFA
821
Millington Financial Advisors
Illinois
$282K +$245K +2,450 New
BIM
822
Baldwin Investment Management
Pennsylvania
$280K +$12.5K +125 +5%
CFG
823
Citizens Financial Group
Rhode Island
$279K +$900 +9 +0.3%
MSA
824
Marino Stram & Associates
Massachusetts
$279K +$273K +2,733 New
AIM
825
Acropolis Investment Management
Missouri
$279K +$500 +5 +0.2%