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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
CWMS
851
Cannon Wealth Management Services
North Carolina
$332K +$18.4K +167 +6%
GWM
852
Grand Wealth Management
Michigan
$331K
CPWL
853
Coquina Private Wealth LLC
Florida
$330K
MSA
854
Marino Stram & Associates
Massachusetts
$329K +$26.6K +242 +9%
UF
855
Univest Financial
Pennsylvania
$326K
ESB
856
Essex Savings Bank
Connecticut
$322K +$25.4K +231 +9%
CCP
857
Cushing Capital Partners
Wisconsin
$316K +$49.2K +447 +18%
SWM
858
Sherman Wealth Management
Maryland
$312K +$311K +2,825 New
CC
859
Cornerstone Capital
California
$310K
Bessemer Group
860
Bessemer Group
New Jersey
$309K +$43.3K +393 +16%
RF
861
Robinswood Financial
Washington
$304K +$303K +2,754 New
M&T Bank
862
M&T Bank
New York
$303K +$15.6K +142 +5%
CFG
863
Citizens Financial Group
Rhode Island
$303K +$661 +6 +0.2%
MFG
864
Macco Financial Group
Wisconsin
$299K +$298K +2,706 New
AWMG
865
ADG Wealth Management Group
Louisiana
$299K +$32.3K +293 +12%
CFB
866
Cullen/Frost Bankers
Texas
$298K +$9.69K +88 +3%
VFA
867
Valeo Financial Advisors
Indiana
$298K -$270K -2,454 -48%
WAG
868
Wallace Advisory Group
California
$298K +$297K +2,697 New
GKWIM
869
Gerber Kawasaki Wealth & Investment Management
California
$295K -$255K -2,312 -46%
MFA
870
Millington Financial Advisors
Illinois
$293K
VWM
871
Verus Wealth Management
Wisconsin
$293K -$5.72K -52 -2%
TWC
872
TD Waterhouse Canada
Ontario, Canada
$292K
HPM
873
Hoxton Planning & Management
West Virginia
$290K +$26K +236 +10%
AIM
874
Access Investment Management
Georgia
$287K +$286K +2,595 New
EFMC
875
Empire Financial Management Company
New York
$283K +$44K +400 +19%