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Avantis US Small Cap Value ETF

853 hedge funds and large institutions have $11.1B invested in Avantis US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 447 increasing their positions, 250 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.67M
Puts
$1.46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
126
Northwest Wealth Management
Iowa
$16.1M
MWM
127
Meritas Wealth Management
California
$15.8M
FIC
128
Family Investment Center
Missouri
$15.8M
FSWA
129
Financial Synergies Wealth Advisors
Texas
$15.8M
SB
130
Strategic Blueprint
Georgia
$15.7M
BL
131
BFSG LLC
California
$15.7M
Baird Financial Group
132
Baird Financial Group
Wisconsin
$15.6M
CFS
133
CGC Financial Services
Oregon
$15.5M
SYBT
134
Stock Yards Bank & Trust
Kentucky
$15.4M
FVIM
135
Fort Vancouver Investment Management
Washington
$15.3M
HFS
136
Heritage Financial Services
Massachusetts
$15.3M
HWA
137
HMV Wealth Advisors
Louisiana
$14.8M
MAA
138
Mraz Amerine & Associates
California
$14.8M
SRC
139
Sage Rhino Capital
California
$14.8M
SP
140
Symmetry Partners
Connecticut
$14.7M
JIC
141
JRM Investment Counsel
Nebraska
$14.6M
PHWM
142
Pine Harbor Wealth Management
Maryland
$14.4M
Stifel Financial
143
Stifel Financial
Missouri
$14.3M
WAM
144
Wallington Asset Management
Indiana
$14M
AAS
145
Avantax Advisory Services
Texas
$13.9M
NA
146
NewEdge Advisors
Louisiana
$13.8M
CA
147
Claris Advisors
Missouri
$13.7M
AA
148
Aire Advisors
California
$13.7M
OCG
149
Opus Capital Group
Ohio
$13.5M
PAM
150
Peak Asset Management
Colorado
$13.5M