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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
SAS
1051
Spurstone Advisory Services
Connecticut
$663
MWM
1052
McMill Wealth Management
Nebraska
-$28.8M -282,097 Closed
SMA
1053
Seven Mile Advisory
New Jersey
-$10.8M -106,387 Closed
D.E. Shaw & Co
1054
D.E. Shaw & Co
New York
-$7.14M -69,970 Closed
FAM
1055
Frontier Asset Management
Wyoming
-$5.75M -56,390 Closed
AWM
1056
Axxcess Wealth Management
California
-$5.54M -54,291 Closed
LOIM
1057
Liberty One Investment Management
Illinois
-$3.28M -32,119 Closed
ISFAN
1058
Investor's Fiduciary Advisor Network
Washington
-$2.73M -26,786 Closed
LNWTC
1059
Laird Norton Wetherby Trust Company
Washington
-$2.72M -26,625 Closed
TA
1060
TFB Advisors
Kansas
-$2.36M -23,150 Closed
BRWA
1061
B. Riley Wealth Advisors
Florida
-$1.69M -16,600 Closed
SCM
1062
SOL Capital Management
Maryland
-$1.43M -13,970 Closed
VIP
1063
Value Investment Professionals
New York
-$1.31M -12,842 Closed
IAN
1064
Integrated Advisors Network
Texas
-$953K -9,349 Closed
Qube Research & Technologies (QRT)
1065
Qube Research & Technologies (QRT)
United Kingdom
-$912K -8,946 Closed
CG
1066
Caprock Group
Idaho
-$820K -8,044 Closed
Marshall Wace
1067
Marshall Wace
United Kingdom
-$650K -6,371 Closed
LAM
1068
Lifestyle Asset Management
Texas
-$588K -5,763 Closed
FTUS
1069
Flow Traders U.S.
New York
-$550K -5,394 Closed
CWI
1070
Conscious Wealth Investments
Florida
-$578K -5,166 Closed
CCA
1071
Childress Capital Advisors
Texas
-$500K -4,900 Closed
FCH
1072
Freestone Capital Holdings
Washington
-$485K -4,755 Closed
CAP
1073
Columbia Advisory Partners
Washington
-$429K -4,210 Closed
DADC
1074
D.A. Davidson & Co
Montana
-$357K -3,501 Closed
DAS
1075
Diversify Advisory Services
Utah
-$356K -3,283 Closed