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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
MCM
76
MAI Capital Management
Ohio
$36.4M +$636K +5,778 +2%
OFS
77
Orrstown Financial Services
Pennsylvania
$36.2M -$1.45M -13,169 -4%
GP
78
Greenline Partners
New York
$36.1M +$909K +8,253 +3%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$35.4M +$5.69M +51,715 +19%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$34.8M -$2.02M -18,353 -6%
3AM
81
3EDGE Asset Management
Florida
$34.6M +$34.6M +314,694 New
BFS
82
Bare Financial Services
Pennsylvania
$34.4M +$865K +7,853 +3%
EW
83
Enzi Wealth
Texas
$34.4M +$2.25M +20,462 +7%
VWM
84
Venturi Wealth Management
Texas
$33.9M +$3.61M +32,748 +12%
KWA
85
Kondo Wealth Advisors
California
$33.8M +$163K +1,483 +0.5%
SHFA
86
Sherrill & Hutchins Financial Advisory
Georgia
$33.8M -$687K -6,241 -2%
CCMI
87
Creative Capital Management Investments
California
$33.1M -$91.8K -834 -0.3%
FMN
88
Financial Management Network
California
$33M +$894K +8,119 +3%
WFA
89
WMG Financial Advisors
Tennessee
$31.9M -$1.12M -10,202 -3%
VWA
90
Valued Wealth Advisors
Utah
$31.9M +$997K +9,059 +3%
NEWAS
91
N.E.W. Advisory Services
Wisconsin
$31.5M -$2.32M -21,103 -7%
HPA
92
High Probability Advisors
New York
$31M -$3.34M -30,343 -10%
AWM
93
Avior Wealth Management
Nebraska
$30.9M -$1.45M -13,177 -5%
KPWS
94
Kestra Private Wealth Services
Texas
$30.4M +$19.9K +181 +0.1%
AWM
95
Apollon Wealth Management
South Carolina
$30.4M +$159K +1,445 +0.5%
AFAS
96
Acorn Financial Advisory Services
Virginia
$30.3M +$1.3M +11,784 +4%
HIGP
97
Hill Investment Group Partners
Missouri
$30M +$1.96M +17,765 +7%
QC
98
Quent Capital
New York
$29.5M +$1.78M +16,139 +6%
SFG
99
SNS Financial Group
Minnesota
$29.5M -$110K -998 -0.4%
EWS
100
Eagle Wealth Strategies
New Jersey
$29.5M -$457K -4,148 -2%