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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
Baird Financial Group
151
Baird Financial Group
Wisconsin
$16.4M +$100K +1,004 +0.6%
SA
152
Stolz & Associates
Washington
$16.4M +$16.1M +161,143 New
LW
153
Libra Wealth
California
$16.4M +$2.64M +26,379 +20%
B
154
BetterWealth
California
$16.3M +$899K +8,984 +6%
SRC
155
Sage Rhino Capital
California
$16.2M +$137K +1,374 +0.9%
IIM
156
Invariant Investment Management
Pennsylvania
$16.2M +$15.1M +150,480 New
WAM
157
Wallington Asset Management
Indiana
$16M +$88.6K +886 +0.6%
AFA
158
Arlington Financial Advisors
California
$16M +$706K +7,058 +5%
PAG
159
Private Advisor Group
New Jersey
$16M -$7.45M -74,488 -32%
QFA
160
Quantum Financial Advisors
California
$16M +$1.16M +11,562 +8%
AC
161
Apella Capital
Connecticut
$15.9M +$109K +1,090 +0.7%
OCG
162
Opus Capital Group
Ohio
$15.9M +$432K +4,322 +3%
AWM
163
Avondale Wealth Management
Texas
$15.8M +$901K +9,002 +6%
PAM
164
Peak Asset Management
Colorado
$15.8M +$278K +2,775 +2%
AR
165
Apeiron RIA
Texas
$15.7M +$449K +4,488 +3%
AA
166
Aire Advisors
California
$15.7M +$261K +2,605 +2%
CA
167
Claris Advisors
Missouri
$15.7M +$316K +3,161 +2%
RFG
168
REAP Financial Group
Texas
$15.6M +$1.17M +11,661 +8%
SWM
169
SFG Wealth Management
Maryland
$15.2M +$439K +4,387 +3%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$14.9M +$2.74M +27,433 +23%
SC
171
Stephens Consulting
Michigan
$14.8M -$141K -1,413 -1%
PA
172
PW Advisors
Florida
$14.5M +$14.2M +141,818 New
P
173
&Partners
Tennessee
$14.5M +$5.86M +58,560 +70%
SI
174
Stephens Inc
Arkansas
$14.4M -$307K -3,073 -2%
PAG
175
Poinciana Advisors Group
Florida
$14.4M +$787K +7,863 +6%