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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: 9811,050 (+69)

0.79% less ownership

Funds ownership: 70.76%69.97% (-0.79%)

Holders
1,050
Holders Change
+69
Holders Change %
+7.03%
% 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
CHJWM
926
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212K +$195K +1,770 New
CCM
927
Coldstream Capital Management
Washington
$211K +$211K +1,913 New
OP
928
Oath Planning
Oklahoma
$211K -$55.8K -507 -21%
Fisher Asset Management
929
Fisher Asset Management
Washington
$209K +$209K +1,894 New
GWM
930
Gibbs Wealth Management
Georgia
$207K +$207K +1,878 New
FDCDDQ
931
Federation des caisses Desjardins du Quebec
Quebec, Canada
$207K +$661 +6 +0.3%
PIA
932
Pinion Investment Advisors
Kansas
$207K +$206K +1,873 New
SWM
933
Spire Wealth Management
Virginia
$205K +$198K +1,800 +3,051%
AWP
934
Axis Wealth Partners
Rhode Island
$205K +$204K +1,856 New
RAM
935
Revere Asset Management
Texas
$205K +$204K +1,856 New
CWMP
936
Clarion Wealth Managment Partners
Virginia
$201K +$201K +1,823 New
S
937
SignatureFD
Georgia
$190K +$61.9K +562 +48%
UB
938
UMB Bank
Missouri
$183K +$155K +1,409 +559%
FNWA
939
Financial Network Wealth Advisors
Utah
$181K +$181K +1,642 New
SIM
940
Synergy Investment Management
Florida
$181K +$180K +1,634 New
RF
941
Rossby Financial
Florida
$180K +$175K +1,587 +3,779%
DF
942
Dunhill Financial
United Kingdom
$180K +$136K +1,238 +315%
SWIM
943
Smallwood Wealth Investment Management
New Jersey
$154K
AssetMark Inc
944
AssetMark Inc
California
$143K +$6.17K +56 +5%
SA
945
Scarborough Advisors
Maryland
$113K +$220 +2 +0.2%
AF
946
Advisornet Financial
Minnesota
$108K +$95.6K +868 +811%
CWP
947
Clark Wealth Partners
Illinois
$106K +$7.82K +71 +8%
FCAS
948
First Command Advisory Services
Texas
$105K
NRG
949
Nemes Rush Group
Michigan
$101K +$771 +7 +0.8%
CTC
950
Central Trust Company
Missouri
$89.2K