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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
PAG
151
Private Advisor Group
New Jersey
$19.4M +$2.01M +18,255 +12%
LW
152
Libra Wealth
California
$19.2M +$1.46M +13,288 +8%
GFA
153
Gallagher Fiduciary Advisors
Illinois
$19M -$2.28M -20,720 -11%
AQR Capital Management
154
AQR Capital Management
Connecticut
$19M +$4.75M +43,114 +33%
MWM
155
Modern Wealth Management
Kansas
$18.6M -$2.87M -26,085 -13%
RFG
156
REAP Financial Group
Texas
$18.6M +$1.71M +15,571 +10%
SA
157
Stolz & Associates
Washington
$18.5M -$164K -1,485 -0.9%
MAA
158
Mraz Amerine & Associates
California
$18.4M -$169K -1,532 -0.9%
Stifel Financial
159
Stifel Financial
Missouri
$18.4M -$2.54M -23,092 -12%
PA
160
PW Advisors
Florida
$18.3M +$2.66M +24,137 +17%
IIM
161
Invariant Investment Management
Pennsylvania
$18.2M +$769K +6,984 +5%
WAG
162
Wheelhouse Advisory Group
Missouri
$18.1M +$18M +163,828 New
B
163
BetterWealth
California
$18.1M +$381K +3,461 +2%
PAM
164
Peak Asset Management
Colorado
$18M +$896K +8,135 +5%
OIA
165
OneDigital Investment Advisors
Kansas
$18M +$6.54M +59,418 +57%
QFA
166
Quantum Financial Advisors
California
$17.5M +$210K +1,906 +1%
SRC
167
Sage Rhino Capital
California
$17.5M -$40.3K -366 -0.2%
AC
168
Apella Capital
Connecticut
$17.5M -$839K -7,622 -5%
AWM
169
Avondale Wealth Management
Texas
$17.4M +$221K +2,003 +1%
OCG
170
Opus Capital Group
Ohio
$17.3M +$77.5K +704 +0.5%
HAG
171
HighPoint Advisor Group
Illinois
$17.1M +$3.61M +32,800 +27%
AA
172
Aire Advisors
California
$17.1M +$91.9K +835 +0.5%
WAM
173
Wallington Asset Management
Indiana
$17M -$315K -2,859 -2%
AFA
174
Arlington Financial Advisors
California
$17M -$318K -2,890 -2%
DWM
175
Diversify Wealth Management
Utah
$16.9M +$4.11M +37,294 +35%