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Avantis US Small Cap Value ETF

981 hedge funds and large institutions have $14.1B invested in Avantis US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 489 increasing their positions, 252 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 42

143% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $1.51M

94% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 252

17% more funds holding in top 10

Funds holding in top 10: 139162 (+23)

12% more funds holding

Funds holding: 879981 (+102)

10% more capital invested

Capital invested by funds: $12.9B → $14.1B (+$1.28B)

0.96% more ownership

Funds ownership: 69.8%70.76% (+0.96%)

Holders
981
Holders Change
+102
Holders Change %
+11.6%
% of All Funds
11.94%
Holding in Top 10
162
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+16.55%
% of All Funds
1.97%
New
159
Increased
489
Reduced
252
Closed
42
Calls
$3.67M
Puts
$1.51M
Net Calls
+$2.16M
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
HPA
76
High Probability Advisors
New York
$31.7M +$607K +6,067 +2%
EW
77
Enzi Wealth
Texas
$31.3M +$23.5M +234,916 +421%
NEWAS
78
N.E.W. Advisory Services
Wisconsin
$31.3M +$770K +7,692 +3%
KWA
79
Kondo Wealth Advisors
California
$31.1M +$1.7M +17,023 +6%
BFS
80
Bare Financial Services
Pennsylvania
$31M +$882K +8,811 +3%
CCMI
81
Creative Capital Management Investments
California
$30.7M +$909K +9,082 +3%
WFA
82
WMG Financial Advisors
Tennessee
$30.5M -$211K -2,109 -0.7%
AWM
83
Avior Wealth Management
Nebraska
$29.9M -$1.01M -10,075 -3%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$29.8M +$5.13M +51,299 +21%
MWM
85
McMill Wealth Management
Nebraska
$28.8M +$2.13M +21,246 +8%
FMN
86
Financial Management Network
California
$28.7M +$3.33M +33,325 +14%
VWA
87
Valued Wealth Advisors
Utah
$28.5M +$1.09M +10,917 +4%
KPWS
88
Kestra Private Wealth Services
Texas
$28M +$185K +1,852 +0.7%
VWM
89
Venturi Wealth Management
Texas
$28M +$609K +6,085 +2%
AWM
90
Apollon Wealth Management
South Carolina
$27.9M +$599K +5,984 +2%
EWS
91
Eagle Wealth Strategies
New Jersey
$27.6M -$368K -3,681 -1%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$27.4M -$4.77M -47,636 -15%
SFG
93
SNS Financial Group
Minnesota
$27.3M -$450K -4,497 -2%
AFAS
94
Acorn Financial Advisory Services
Virginia
$26.8M +$182K +1,818 +0.7%
HIGP
95
Hill Investment Group Partners
Missouri
$25.9M +$1.12M +11,188 +5%
FWP
96
Falcon Wealth Planning
California
$25.7M +$676K +6,756 +3%
QC
97
Quent Capital
New York
$25.6M +$2.15M +21,525 +9%
QLSGSCF
98
Quent Long Short Global Small Cap Fund
New York
$25.6M +$25.1M +251,266 New
DF
99
Define Financial
California
$25.3M +$886K +8,854 +4%
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$25.1M +$989K +9,884 +4%