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Avantis US Small Cap Value ETF

875 hedge funds and large institutions have $12.8B invested in Avantis US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 470 increasing their positions, 250 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
139
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.67M
Puts
$1.84M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
76
Bare Financial Services
Pennsylvania
$29.3M
CCMI
77
Creative Capital Management Investments
California
$29M
GP
78
Greenline Partners
New York
$28.9M
KWA
79
Kondo Wealth Advisors
California
$28.6M
KAM
80
KEB Asset Management
Illinois
$27.9M
EWS
81
Eagle Wealth Strategies
New Jersey
$27.3M
KPWS
82
Kestra Private Wealth Services
Texas
$27.2M
SFG
83
SNS Financial Group
Minnesota
$27.1M
VWA
84
Valued Wealth Advisors
Utah
$26.8M
VWM
85
Venturi Wealth Management
Texas
$26.7M
AWM
86
Apollon Wealth Management
South Carolina
$26.6M
IDA
87
Intelligence Driven Advisers
California
$26.6M
AFAS
88
Acorn Financial Advisory Services
Virginia
$26M
MWM
89
McMill Wealth Management
Nebraska
$26M
Corient Private Wealth
90
Corient Private Wealth
Florida
$25.9M
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$25.2M
FMN
92
Financial Management Network
California
$24.6M
FWP
93
Falcon Wealth Planning
California
$24.4M
HG
94
Harbor Group
New Hampshire
$24.2M
Jones Financial Companies
95
Jones Financial Companies
Missouri
$24.2M
HIGP
96
Hill Investment Group Partners
Missouri
$24.1M
DF
97
Define Financial
California
$23.8M
AI
98
Atria Investments
North Carolina
$23.7M
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$23.5M
PAG
100
Private Advisor Group
New Jersey
$23M