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Avantis US Small Cap Value ETF

981 hedge funds and large institutions have $14.1B invested in Avantis US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 489 increasing their positions, 252 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 42

143% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $1.51M

94% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 252

17% more funds holding in top 10

Funds holding in top 10: 139162 (+23)

12% more funds holding

Funds holding: 879981 (+102)

10% more capital invested

Capital invested by funds: $12.9B → $14.1B (+$1.28B)

0.96% more ownership

Funds ownership: 69.8%70.76% (+0.96%)

Holders
981
Holders Change
+102
Holders Change %
+11.6%
% of All Funds
11.94%
Holding in Top 10
162
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+16.55%
% of All Funds
1.97%
New
159
Increased
489
Reduced
252
Closed
42
Calls
$3.67M
Puts
$1.51M
Net Calls
+$2.16M
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
Fonville Wealth Management
Virginia
$24.8M +$2.48M +24,740 +11%
OPWM
102
Oakwell Private Wealth Management
Texas
$24.3M +$1.23M +12,319 +5%
AFGAS
103
Allegiance Financial Group Advisory Services
Virginia
$23.9M +$1.22M +12,179 +5%
CPIG
104
Chicago Partners Investment Group
Illinois
$23.8M -$313K -3,132 -1%
RCG
105
Regatta Capital Group
California
$23.3M +$1.22M +12,147 +6%
HG
106
Harbor Group
New Hampshire
$23.3M -$1.5M -14,973 -6%
AI
107
Atria Investments
North Carolina
$23.2M -$1.12M -11,227 -5%
CL
108
COWA LLC
Oklahoma
$23.1M +$803K +8,031 +4%
LWA
109
Lifelong Wealth Advisors
Minnesota
$23.1M -$218K -2,179 -1%
MBFW
110
Morton Brown Family Wealth
Pennsylvania
$23M +$1.35M +13,502 +6%
WA
111
Wealth Architects
California
$22.8M +$2.34M +23,410 +12%
CCWM
112
Correct Capital Wealth Management
Missouri
$22.5M +$325K +3,250 +1%
TFO
113
Tarbox Family Office
California
$22.3M +$1.03M +10,294 +5%
NECFA
114
New England Capital Financial Advisors
Connecticut
$22.3M +$154K +1,541 +0.7%
HNWA
115
Henrickson Nauta Wealth Advisors
Michigan
$22.1M +$10.3M +103,292 +98%
MML Investors Services
116
MML Investors Services
Massachusetts
$22M +$1.4M +13,962 +7%
RFS
117
Retirement Financial Solutions
Tennessee
$21.7M +$205K +2,047 +1%
FAM
118
Flaharty Asset Management
Florida
$21.4M +$728K +7,275 +4%
MWM
119
Meritas Wealth Management
California
$20.9M +$1.23M +12,269 +6%
GPWA
120
Great Point Wealth Advisors
Massachusetts
$20.7M +$85.3K +853 +0.4%
HWA
121
HMV Wealth Advisors
Louisiana
$20.6M +$1.6M +16,021 +9%
WI
122
WJ Interests
Texas
$20.4M -$1.27M -12,696 -6%
HFS
123
Heritage Financial Services
Massachusetts
$20M +$1.6M +16,007 +9%
MWM
124
Modern Wealth Management
Kansas
$19.8M -$1.03M -10,252 -5%
PAS
125
Park Avenue Securities
New York
$19.8M +$2.47M +24,665 +15%