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Avantis US Small Cap Value ETF
AVUV

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: 162 → 184 (+22)

7% more funds holding

Funds holding: 981 → 1,050 (+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

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$149M
2
LPL Financial
LPL Financial
California
+$116M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$52.3M
4
WRPWM
Werba Rubin Papier Wealth Management
California
+$47.7M
5
Ameriprise
Ameriprise
Minnesota
+$44.3M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$55.5M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$31.7M
3
MWM
McMill Wealth Management
Nebraska
-$28.8M
4
OFG
Oxford Financial Group
Indiana
-$11.6M
5
HNWA
Henrickson Nauta Wealth Advisors
Michigan
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
126
JRM Investment Counsel
Nebraska
$22.8M +$3.47M +31,510 +18%
FAM
127
Flaharty Asset Management
Florida
$22.8M -$377K -3,422 -2%
HFA
128
Highland Financial Advisors
New Jersey
$22.6M +$1.17M +10,600 +5%
KAS
129
Kestra Advisory Services
Texas
$22.5M +$3.52M +31,984 +19%
CIA
130
Concurrent Investment Advisors
Florida
$22.5M +$8.38M +76,109 +60%
AI
131
Atria Investments
North Carolina
$22.4M -$2.71M -24,608 -11%
DA
132
Drake & Associates
Wisconsin
$22.4M +$2.49M +22,650 +13%
MML Investors Services
133
MML Investors Services
Massachusetts
$22.1M -$1.72M -15,582 -7%
SI
134
Stephens Inc
Arkansas
$21.9M +$6.25M +56,753 +40%
NA
135
NewEdge Advisors
Louisiana
$21.8M +$3.35M +30,468 +18%
NWM
136
Northwest Wealth Management
Iowa
$21.8M +$1.87M +16,961 +9%
FFM
137
Flagstone Financial Management
Nebraska
$21.4M +$224K +2,038 +1%
PWM
138
Parkshore Wealth Management
California
$21.3M +$1.14M +10,381 +6%
FVIM
139
Fort Vancouver Investment Management
Washington
$21.3M +$542K +4,921 +3%
RIL
140
Rothschild Investment LLC
Illinois
$21.2M +$520K +4,722 +3%
FMC
141
First Merchants Corp
Indiana
$20.8M +$1.47M +13,310 +8%
WWA
142
WCG Wealth Advisors
Nevada
$20.8M -$517K -4,695 -2%
FSWA
143
Financial Synergies Wealth Advisors
Texas
$20.4M +$127K +1,153 +0.6%
BL
144
BFSG LLC
California
$20.3M +$421K +3,824 +2%
SYBT
145
Stock Yards Bank & Trust
Kentucky
$20.1M +$746K +6,771 +4%
CAC
146
Certified Advisory Corp
Florida
$20M +$4.92M +44,661 +33%
P
147
&Partners
Tennessee
$20M +$4.13M +37,469 +26%
Betterment LLC
148
Betterment LLC
New York
$19.8M +$407K +3,693 +2%
ZF
149
Zhang Financial
Michigan
$19.7M +$1.54M +14,001 +9%
MGW
150
MB Generational Wealth
Washington
$19.6M +$34K +309 +0.2%
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6
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