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Avantis US Small Cap Value ETF

875 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, 470 increasing their positions, 250 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
139
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
QC
101
Quent Capital
New York
$22.9M
LWA
102
Lifelong Wealth Advisors
Minnesota
$22.8M
OPWM
103
Oakwell Private Wealth Management
Texas
$22.5M
CPIG
104
Chicago Partners Investment Group
Illinois
$22.1M
AFGAS
105
Allegiance Financial Group Advisory Services
Virginia
$22.1M
CL
106
COWA LLC
Oklahoma
$22M
FWM
107
Fonville Wealth Management
Virginia
$21.8M
CCWM
108
Correct Capital Wealth Management
Missouri
$21.7M
NECFA
109
New England Capital Financial Advisors
Connecticut
$21.6M
RCG
110
Regatta Capital Group
California
$21.6M
WI
111
WJ Interests
Texas
$21.2M
MBFW
112
Morton Brown Family Wealth
Pennsylvania
$21.1M
RFS
113
Retirement Financial Solutions
Tennessee
$21M
TFO
114
Tarbox Family Office
California
$20.8M
MWM
115
Modern Wealth Management
Kansas
$20.4M
FAM
116
Flaharty Asset Management
Florida
$20.2M
GPWA
117
Great Point Wealth Advisors
Massachusetts
$20.1M
MML Investors Services
118
MML Investors Services
Massachusetts
$20.1M
SF
119
Symphony Financial
Texas
$20M
WA
120
Wealth Architects
California
$19.9M
MWM
121
Meritas Wealth Management
California
$19.2M
FFM
122
Flagstone Financial Management
Nebraska
$19M
HFA
123
Highland Financial Advisors
New Jersey
$18.9M
GFA
124
Gallagher Fiduciary Advisors
Illinois
$18.9M
WWA
125
WCG Wealth Advisors
Nevada
$18.6M