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Avantis US Small Cap Value ETF

861 hedge funds and large institutions have $12.8B invested in Avantis US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 461 increasing their positions, 245 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.67M
Puts
$1.84M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
101
Lifelong Wealth Advisors
Minnesota
$22.8M
OPWM
102
Oakwell Private Wealth Management
Texas
$22.5M
CPIG
103
Chicago Partners Investment Group
Illinois
$22.1M
AFGAS
104
Allegiance Financial Group Advisory Services
Virginia
$22.1M
CL
105
COWA LLC
Oklahoma
$22M
FWM
106
Fonville Wealth Management
Virginia
$21.8M
CCWM
107
Correct Capital Wealth Management
Missouri
$21.7M
NECFA
108
New England Capital Financial Advisors
Connecticut
$21.6M
RCG
109
Regatta Capital Group
California
$21.6M
WI
110
WJ Interests
Texas
$21.2M
MBFW
111
Morton Brown Family Wealth
Pennsylvania
$21.1M
TFO
112
Tarbox Family Office
California
$20.8M
MWM
113
Modern Wealth Management
Kansas
$20.4M
FAM
114
Flaharty Asset Management
Florida
$20.2M
GPWA
115
Great Point Wealth Advisors
Massachusetts
$20.1M
MML Investors Services
116
MML Investors Services
Massachusetts
$20.1M
SF
117
Symphony Financial
Texas
$20M
WA
118
Wealth Architects
California
$19.9M
MWM
119
Meritas Wealth Management
California
$19.2M
FFM
120
Flagstone Financial Management
Nebraska
$19M
HFA
121
Highland Financial Advisors
New Jersey
$18.9M
GFA
122
Gallagher Fiduciary Advisors
Illinois
$18.9M
WWA
123
WCG Wealth Advisors
Nevada
$18.6M
HWA
124
HMV Wealth Advisors
Louisiana
$18.5M
Betterment LLC
125
Betterment LLC
New York
$18.3M