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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
VWM
826
Verus Wealth Management
Wisconsin
$276K
ESB
827
Essex Savings Bank
Connecticut
$274K +$25.4K +254 +10%
TWP
828
Total Wealth Planning
Ohio
$270K -$12.5M -124,706 -98%
TWC
829
TD Waterhouse Canada
Ontario, Canada
$269K
DACG
830
Donor Advised Charitable Giving
California
$267K +$262K +2,614 New
CFB
831
Cullen/Frost Bankers
Texas
$266K +$900 +9 +0.3%
M&T Bank
832
M&T Bank
New York
$265K +$2.3K +23 +0.9%
SFM
833
Signet Financial Management
New Jersey
$256K
SWM
834
SHP Wealth Management
Massachusetts
$256K +$251K +2,508 New
CFG
835
Carter Financial Group
Illinois
$254K +$1.1K +11 +0.4%
FFG
836
Fortress Financial Group
Minnesota
$254K +$249K +2,493 New
OPW
837
Osprey Private Wealth
New York
$252K +$247K +2,472 New
RI
838
Rinkey Investments
California
$250K +$245K +2,450 New
HWMG
839
Hurlow Wealth Management Group
Indiana
$249K
BWM
840
Base Wealth Management
Florida
$248K +$3.1K +31 +1%
CCP
841
Cushing Capital Partners
Wisconsin
$247K
OP
842
Oath Planning
Oklahoma
$246K +$241K +2,413 New
Bessemer Group
843
Bessemer Group
New Jersey
$246K
AWMG
844
ADG Wealth Management Group
Louisiana
$246K +$241K +2,410 New
HPM
845
Hoxton Planning & Management
West Virginia
$244K +$2.1K +21 +0.9%
BFG
846
Berger Financial Group
Minnesota
$242K -$4.8K -48 -2%
AL
847
Aspiriant LLC
California
$242K -$43.4K -434 -15%
MT
848
Midwest Trust
Kansas
$242K -$23.9K -239 -9%
FLI
849
Family Legacy Inc
South Carolina
$241K -$500 -5 -0.2%
SM
850
Sensible Money
Arizona
$241K -$2.9K -29 -1%