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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
FWM
101
Fonville Wealth Management
Virginia
$28.8M +$1.87M +16,946 +7%
FWP
102
Falcon Wealth Planning
California
$28.7M +$892K +8,098 +3%
OPWM
103
Oakwell Private Wealth Management
Texas
$28.4M +$2.03M +18,427 +8%
DF
104
Define Financial
California
$27.5M +$135K +1,227 +0.5%
AFGAS
105
Allegiance Financial Group Advisory Services
Virginia
$27.2M +$1.39M +12,625 +5%
Pathstone Holdings
106
Pathstone Holdings
New Jersey
$26.7M -$481K -4,369 -2%
RCG
107
Regatta Capital Group
California
$26.3M +$1M +9,115 +4%
LAM
108
L2 Asset Management
Massachusetts
$26.1M +$14.4M +130,729 +124%
CPIG
109
Chicago Partners Investment Group
Illinois
$25.7M -$207K -1,876 -0.9%
MBFW
110
Morton Brown Family Wealth
Pennsylvania
$25.7M +$780K +7,081 +3%
MWM
111
Meritas Wealth Management
California
$25.1M +$2.45M +22,292 +11%
CL
112
COWA LLC
Oklahoma
$25M -$249K -2,261 -1%
LWA
113
Lifelong Wealth Advisors
Minnesota
$24.8M -$205K -1,864 -0.8%
HG
114
Harbor Group
New Hampshire
$24.7M -$489K -4,442 -2%
WA
115
Wealth Architects
California
$24.7M +$55.6K +505 +0.2%
TFO
116
Tarbox Family Office
California
$24.5M +$316K +2,870 +1%
NECFA
117
New England Capital Financial Advisors
Connecticut
$24.1M -$21.4K -194 -0.1%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$24M +$6.18M +56,131 +35%
CCWM
119
Correct Capital Wealth Management
Missouri
$24M -$443K -4,026 -2%
HWA
120
HMV Wealth Advisors
Louisiana
$23.8M +$1.5M +13,619 +7%
GWP
121
Gateway Wealth Partners
Wisconsin
$23.8M +$13.7M +124,110 +135%
GPWA
122
Great Point Wealth Advisors
Massachusetts
$23.8M +$1.29M +11,708 +6%
RFS
123
Retirement Financial Solutions
Tennessee
$23.7M +$172K +1,558 +0.7%
WI
124
WJ Interests
Texas
$23.3M +$1.18M +10,762 +5%
PAS
125
Park Avenue Securities
New York
$23.2M +$1.69M +15,336 +8%