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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
CA
976
Centerpoint Advisors
Massachusetts
$55K
VNA
977
Valley National Advisers
Pennsylvania
$45K -$15.2K -138 -25%
PMFA
978
Plante Moran Financial Advisors
Michigan
$44.4K
VAI
979
Vanguard Advisers Inc
Pennsylvania
$44.4K +$44.3K +402 New
CFG
980
Chapman Financial Group
Hawaii
$44K
EWM
981
Evolution Wealth Management
Florida
$41K
DFA
982
DHJJ Financial Advisors
Illinois
$41K +$110 +1 +0.3%
VA
983
Vestwell Advisors
New York
$40K
PF
984
PlanVest Financial
Maryland
$39.9K +$39.7K +361 New
PIS
985
POM Investment Strategies
North Carolina
$38.3K -$774K -7,032 -95%
HCM
986
Hollencrest Capital Management
California
$38.1K
SIC
987
SJS Investment Consulting
Ohio
$36.9K
BW
988
Basepoint Wealth
Iowa
$35K +$1.32K +12 +4%
BAM
989
Bellevue Asset Management
Washington
$33.8K
RL
990
Rogco LP
Oklahoma
$33.7K
CB
991
CNB Bank
Pennsylvania
$33.5K
JWA
992
JFS Wealth Advisors
Pennsylvania
$33.1K +$33K +300 New
CPG
993
Cornerstone Planning Group
New Jersey
$32.7K +$28.5K +259 +1,992%
UBS AM
994
UBS AM
Illinois
$28.5K +$22.9K +208 +416%
MA
995
MCF Advisors
Kentucky
$27.6K
CFP
996
Comprehensive Financial Planning
Pennsylvania
$27.3K
SIS
997
Sound Income Strategies
Florida
$25.8K +$21.8K +198 +566%
GM
998
GeoWealth Management
Illinois
$24.4K +$24.3K +221 New
CAM
999
Clarity Asset Management
Iowa
$23.9K
QCG
1000
Quadrant Capital Group
Ohio
$23.2K