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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
SFM
826
Signet Financial Management
New Jersey
$377K +$99.8K +906 +36%
SA
827
Stewardship Advisors
Pennsylvania
$375K
CA
828
CWC Advisors
Oregon
$375K +$61.3K +557 +20%
GC
829
Garde Capital
Washington
$375K +$373K +3,391 New
UCFA
830
United Capital Financial Advisors
Texas
$372K +$371K +3,366 New
MPW
831
Magnolia Private Wealth
Pennsylvania
$370K -$38.8K -352 -10%
FFG
832
Foundry Financial Group
New Hampshire
$369K -$3.29M -29,919 -90%
MTC
833
Matrix Trust Company
Colorado
$366K +$365K +3,314 New
IAG
834
Investment Advisory Group
Massachusetts
$366K +$11K +100 +3%
CCA
835
Cora Capital Advisors
New Jersey
$365K
BIM
836
Baldwin Investment Management
Pennsylvania
$359K +$54.8K +498 +18%
GWM
837
GDS Wealth Management
Texas
$358K +$357K +3,243 New
Bank of New York Mellon
838
Bank of New York Mellon
New York
$358K +$38.5K +350 +12%
HF
839
HRT Financial
New York
$358K +$357K +3,246 New
CA
840
Calton & Associates
Florida
$355K +$14K +127 +4%
BWP
841
Balboa Wealth Partners
Arizona
$355K +$220 +2 +0.1%
PF
842
Prosperitas Financial
California
$353K
RI
843
Rinkey Investments
California
$352K +$81.5K +740 +30%
AWM
844
Accurate Wealth Management
Florida
$349K +$129K +1,171 +63%
NDSI
845
Newman Dignan & Sheerar Inc
Rhode Island
$348K
BPWM
846
Badgley Phelps Wealth Managers
Washington
$346K
BEAM
847
Baker Ellis Asset Management
Washington
$346K +$22K +200 +7%
HA
848
Huntleigh Advisors
Missouri
$345K
GTWM
849
Global Trust Wealth Management
Florida
$337K
AIM
850
Anchor Investment Management
South Carolina
$336K