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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
AI
801
Accredited Investors
Minnesota
$450K +$448K +4,073 New
GWANC
802
Guardian Wealth Advisors (North Carolina)
North Carolina
$450K +$440 +4 +0.1%
TWM
803
TRB Wealth Management
Texas
$447K +$445K +4,046 New
BWM
804
Brickley Wealth Management
California
$443K -$37.2K -338 -8%
AWM
805
AE Wealth Management
Kansas
$434K -$79.3K -720 -15%
EWP
806
Elevation Wealth Partners
California
$432K +$1.1K +10 +0.3%
TWA
807
Trellis Wealth Advisors
California
$432K +$44.5K +404 +12%
LWM
808
Liberty Wealth Management
California
$424K +$1.1K +10 +0.3%
LFS
809
Legacy Financial Strategies
Kansas
$424K -$16K -145 -4%
VT
810
Vise Technologies
New York
$420K
SRCM
811
Signature Resources Capital Management
California
$418K -$25.3K -230 -6%
BWS
812
BCR Wealth Strategies
Alabama
$418K
BW
813
BIP Wealth
Georgia
$409K +$14.4K +131 +4%
SCFS
814
Stewardship Concepts Financial Services
Washington
$409K -$440 -4 -0.1%
KFGK
815
Keystone Financial Group (Kentucky)
Kentucky
$408K +$220 +2 +0.1%
KFA
816
Kelleher Financial Advisors
New York
$406K +$46.5K +422 +12%
E
817
Entelevest
Florida
$401K -$141K -1,282 -26%
SC
818
Sapient Capital
Indiana
$400K +$399K +3,622 New
BTI
819
Blue Trust Inc
Georgia
$400K
NLP
820
Next Level Private
New York
$397K +$12.3K +112 +3%
VW
821
Vance Wealth
California
$392K -$551 -5 -0.1%
CFG
822
Cassilly Financial Group
Maryland
$389K -$4.29K -39 -1%
IG
823
IFS Group
Pennsylvania
$387K +$386K +3,507 New
SPI
824
Santori & Peters Inc
Pennsylvania
$387K +$386K +3,503 New
PA
825
Procyon Advisors
Connecticut
$384K +$383K +3,479 New