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Avantis US Small Cap Value ETF

956 hedge funds and large institutions have $14B invested in Avantis US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 482 increasing their positions, 250 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
159
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.67M
Puts
$1.51M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
Fonville Wealth Management
Virginia
$24.8M
OPWM
102
Oakwell Private Wealth Management
Texas
$24.3M
AFGAS
103
Allegiance Financial Group Advisory Services
Virginia
$23.9M
CPIG
104
Chicago Partners Investment Group
Illinois
$23.8M
RCG
105
Regatta Capital Group
California
$23.3M
HG
106
Harbor Group
New Hampshire
$23.3M
AI
107
Atria Investments
North Carolina
$23.2M
CL
108
COWA LLC
Oklahoma
$23.1M
LWA
109
Lifelong Wealth Advisors
Minnesota
$23.1M
MBFW
110
Morton Brown Family Wealth
Pennsylvania
$23M
WA
111
Wealth Architects
California
$22.8M
CCWM
112
Correct Capital Wealth Management
Missouri
$22.5M
TFO
113
Tarbox Family Office
California
$22.3M
NECFA
114
New England Capital Financial Advisors
Connecticut
$22.3M
HNWA
115
Henrickson Nauta Wealth Advisors
Michigan
$22.1M
MML Investors Services
116
MML Investors Services
Massachusetts
$22M
RFS
117
Retirement Financial Solutions
Tennessee
$21.7M
FAM
118
Flaharty Asset Management
Florida
$21.4M
MWM
119
Meritas Wealth Management
California
$20.9M
GPWA
120
Great Point Wealth Advisors
Massachusetts
$20.7M
HWA
121
HMV Wealth Advisors
Louisiana
$20.6M
WI
122
WJ Interests
Texas
$20.4M
HFS
123
Heritage Financial Services
Massachusetts
$20M
MWM
124
Modern Wealth Management
Kansas
$19.8M
PAS
125
Park Avenue Securities
New York
$19.8M