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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
WA
876
WealthTrust Axiom
Pennsylvania
$277K +$276K +2,509 New
KA
877
Kovack Advisors
Florida
$274K +$273K +2,481 New
SFC
878
Strategic Financial Concepts
Texas
$274K +$273K +2,478 New
HWMG
879
Hurlow Wealth Management Group
Indiana
$274K +$3.41K +31 +1%
OPW
880
Osprey Private Wealth
New York
$273K
SM
881
Sensible Money
Arizona
$272K +$11.5K +104 +4%
BOM
882
Bank of Marin
California
$270K +$10.8K +98 +4%
GS
883
GWN Securities
Florida
$269K +$11.2K +102 +4%
BWM
884
Base Wealth Management
Florida
$269K
CFG
885
Carter Financial Group
Illinois
$264K -$11.6K -105 -4%
IWA
886
Icon Wealth Advisors
Texas
$264K +$440 +4 +0.2%
SG
887
Sharper & Granite
California
$264K +$39.1K +355 +17%
IRAG
888
Investment Research & Advisory Group
Georgia
$259K +$110 +1 +0%
FLI
889
Family Legacy Inc
South Carolina
$259K -$2.97K -27 -1%
MAM
890
Mainsail Asset Management
Alabama
$257K +$661 +6 +0.3%
JSA
891
Jim Saulnier & Associates
Colorado
$254K +$661 +6 +0.3%
GAG
892
GM Advisory Group
New York
$252K +$251K +2,278 New
FPB
893
First PREMIER Bank
South Dakota
$251K -$4.07K -37 -2%
GPWM
894
Grant Private Wealth Management
California
$251K
PFA
895
Pure Financial Advisors
California
$250K +$249K +2,261 New
FMTC
896
Farmers & Merchants Trust Company
California
$250K
CSP
897
Cary Street Partners
Virginia
$249K
IFS
898
Intelligent Financial Strategies
Minnesota
$247K -$456K -4,144 -65%
AIM
899
Acropolis Investment Management
Missouri
$247K -$54.4K -494 -18%
FI
900
Financial Insights
Washington
$247K +$246K +2,237 New