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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
PFO
1026
Pioneer Family Office
Florida
$7.4K -$7.49K -68 -50%
TIM
1027
Thompson Investment Management
Wisconsin
$6.96K
VWM
1028
Vermillion Wealth Management
Minnesota
$5.96K -$991 -9 -14%
NFSG
1029
Newbridge Financial Services Group
Florida
$5.52K
SS
1030
Sunbelt Securities
Texas
$5.52K +$3.19K +29 +138%
KCM
1031
Key Capital Management
Tennessee
$5.43K +$5.39K +49 New
IA
1032
IFG Advisory
Georgia
$4.86K -$243K -2,205 -98%
IWP
1033
IAG Wealth Partners
Wisconsin
$4.75K
TLA
1034
Tanglewood Legacy Advisors
Texas
$4.64K
SS
1035
SBI Securities
Japan
$4.42K +$3.41K +31 +344%
SWP
1036
Strategic Wealth Partners
Ohio
$3.94K +$330 +3 +9%
TWIM
1037
TIAA Wealth Investment Management
New York
$3.79K +$3.85K +35 New
T
1038
Tidemark
California
$3.76K +$3.74K +34 New
WP
1039
WealthShield Partners
North Carolina
$3.48K
KFG
1040
Kingdom Financial Group
Arizona
$2.67K
LAS
1041
Lloyd Advisory Services
Georgia
$2.67K +$2.64K +24 New
MEG
1042
Millstone Evans Group
Colorado
$2.43K
CSPIA
1043
Cary Street Partners Investment Advisory
Virginia
$2.43K +$2.42K +22 New
SIC
1044
Salem Investment Counselors
North Carolina
$2.32K +$2.31K +21 New
LWMI
1045
Legacy Wealth Management (Idaho)
Idaho
$1.99K +$1.98K +18 New
DCM
1046
Davis Capital Management
Florida
$1.22K +$1.21K +11 New
MAS
1047
MPWM Advisory Solutions
Georgia
$994 +$991 +9 New
B
1048
Bayban
Minnesota
$884 +$881 +8 New
RFS
1049
Richardson Financial Services
Massachusetts
$773 +$771 +7 New
AA
1050
Addison Advisors
Vermont
$708