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Avantis US Small Cap Value ETF

1,040 hedge funds and large institutions have $16.4B invested in Avantis US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 549 increasing their positions, 262 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
183
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.61M
Puts
$1.72M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
Fonville Wealth Management
Virginia
$28.8M
FWP
102
Falcon Wealth Planning
California
$28.7M
OPWM
103
Oakwell Private Wealth Management
Texas
$28.4M
DF
104
Define Financial
California
$27.5M
AFGAS
105
Allegiance Financial Group Advisory Services
Virginia
$27.2M
Pathstone Holdings
106
Pathstone Holdings
New Jersey
$26.7M
RCG
107
Regatta Capital Group
California
$26.3M
LAM
108
L2 Asset Management
Massachusetts
$26.1M
CPIG
109
Chicago Partners Investment Group
Illinois
$25.7M
MBFW
110
Morton Brown Family Wealth
Pennsylvania
$25.7M
MWM
111
Meritas Wealth Management
California
$25.1M
CL
112
COWA LLC
Oklahoma
$25M
LWA
113
Lifelong Wealth Advisors
Minnesota
$24.8M
HG
114
Harbor Group
New Hampshire
$24.7M
WA
115
Wealth Architects
California
$24.7M
TFO
116
Tarbox Family Office
California
$24.5M
NECFA
117
New England Capital Financial Advisors
Connecticut
$24.1M
Baird Financial Group
118
Baird Financial Group
Wisconsin
$24M
CCWM
119
Correct Capital Wealth Management
Missouri
$24M
HWA
120
HMV Wealth Advisors
Louisiana
$23.8M
GWP
121
Gateway Wealth Partners
Wisconsin
$23.8M
GPWA
122
Great Point Wealth Advisors
Massachusetts
$23.8M
RFS
123
Retirement Financial Solutions
Tennessee
$23.7M
WI
124
WJ Interests
Texas
$23.3M
PAS
125
Park Avenue Securities
New York
$23.2M