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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
BDPWM
1001
Barnes Dennig Private Wealth Management
Ohio
$23.1K +$8.37K +76 +57%
MFP
1002
Meramec Financial Planners
Missouri
$23.1K
AWA
1003
Acumen Wealth Advisors
Tennessee
$22.3K +$22.2K +202 New
MFC
1004
Morris Financial Concepts
South Carolina
$21.8K -$7.05K -64 -25%
CTB
1005
Country Trust Bank
Illinois
$19.2K +$19.2K +174 New
JFG
1006
JDM Financial Group
Texas
$19.1K
WTC
1007
WhitTier Trust Company
Nevada
$17.6K -$50.6K -460 -75%
PL
1008
Protective Life
Alabama
$17.2K +$17.2K +156 New
MG
1009
Mather Group
Illinois
$16.7K +$16.6K +151 New
GT
1010
Glenmede Trust
Pennsylvania
$16.5K +$16.4K +149 New
AG
1011
AmeriFlex Group
Nevada
$16K
AWM
1012
Abound Wealth Management
Tennessee
$15.5K
MWC
1013
MBM Wealth Consultants
Missouri
$14.4K +$14.3K +130 New
HHGA
1014
Halbert Hargrove Global Advisors
California
$14K
CBT
1015
Crews Bank & Trust
Florida
$13.3K +$13.2K +120 New
KFI
1016
Key Financial Inc
Pennsylvania
$13.1K
LAMC
1017
Longview Asset Management (California)
California
$12.3K
PAM
1018
Parvin Asset Management
South Dakota
$12.2K
1IA
1019
1620 Investment Advisors
Massachusetts
$11.6K
EB
1020
Eastern Bank
Massachusetts
$11.6K
GI
1021
GAMMA Investing
California
$11.6K
WOSD
1022
WFA of San Diego
California
$9.94K
SL
1023
Salomon & Ludwin
Virginia
$9.58K -$440 -4 -4%
AP
1024
Advisortrust Partners
North Carolina
$8.62K +$8.59K +78 New
NWM
1025
Nova Wealth Management
Florida
$8.29K