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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
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$16.9M +$799K +7,254 +5%
AFG
177
ABLE Financial Group
Arizona
$16.9M -$1.24M -11,291 -7%
FIA
178
Foundations Investment Advisors
Arizona
$16.8M +$14.6M +132,260 +663%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$16.7M +$2.66M +24,117 +19%
HWA
180
HHM Wealth Advisors
Tennessee
$16.6M +$16.6M +150,429 New
CA
181
Claris Advisors
Missouri
$16.5M -$515K -4,673 -3%
SWM
182
SFG Wealth Management
Maryland
$16.4M +$3.63K +33 +0%
SAM
183
Smartleaf Asset Management
Massachusetts
$16.2M -$1.52M -13,837 -8%
CIA
184
Compass Ion Advisors
Pennsylvania
$15.9M +$399K +3,628 +3%
Neuberger Berman Group
185
Neuberger Berman Group
New York
$15.9M +$2.63M +23,896 +20%
PAG
186
Poinciana Advisors Group
Florida
$15.8M +$128K +1,161 +0.8%
IWC
187
Integrated Wealth Concepts
Massachusetts
$15.5M +$5.77M +52,381 +59%
HPIA
188
Hamilton Point Investment Advisors
North Carolina
$15.5M +$179K +1,625 +1%
MWA
189
MFA Wealth Advisors
Pennsylvania
$15.3M +$247K +2,239 +2%
AR
190
Apeiron RIA
Texas
$15.2M -$515K -4,679 -3%
MFG
191
Merit Financial Group
Georgia
$15M +$3.36M +30,508 +29%
NA
192
Nottingham Advisors
New York
$15M +$970K +8,808 +7%
KIM
193
Kestra Investment Management
Texas
$15M +$7.5M +68,087 +101%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$14.9M +$2.42M +21,998 +19%
NL
195
NWAM LLC
Washington
$14.8M +$2.24M +20,364 +18%
SF
196
Symphony Financial
Texas
$14.6M +$202K +1,833 +1%
SW
197
Simplicity Wealth
New Jersey
$14.6M -$153K -1,390 -1%
FIC
198
Family Investment Center
Missouri
$14.5M -$4.44M -40,370 -24%
PHWM
199
Pine Harbor Wealth Management
Maryland
$14.4M -$311K -2,821 -2%
ME
200
McIlrath & Eck
Washington
$14.3M +$176K +1,600 +1%