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Avantis US Small Cap Value ETF

1,049 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 134 funds opening new positions, 551 increasing their positions, 267 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
184
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.61M
Puts
$1.72M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$16.9M
AFG
177
ABLE Financial Group
Arizona
$16.9M
FIA
178
Foundations Investment Advisors
Arizona
$16.8M
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$16.7M
HWA
180
HHM Wealth Advisors
Tennessee
$16.6M
CA
181
Claris Advisors
Missouri
$16.5M
SWM
182
SFG Wealth Management
Maryland
$16.4M
SAM
183
Smartleaf Asset Management
Massachusetts
$16.2M
CIA
184
Compass Ion Advisors
Pennsylvania
$15.9M
Neuberger Berman Group
185
Neuberger Berman Group
New York
$15.9M
PAG
186
Poinciana Advisors Group
Florida
$15.8M
IWC
187
Integrated Wealth Concepts
Massachusetts
$15.5M
HPIA
188
Hamilton Point Investment Advisors
North Carolina
$15.5M
MWA
189
MFA Wealth Advisors
Pennsylvania
$15.3M
AR
190
Apeiron RIA
Texas
$15.2M
MFG
191
Merit Financial Group
Georgia
$15M
NA
192
Nottingham Advisors
New York
$15M
KIM
193
Kestra Investment Management
Texas
$15M
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$14.9M
NL
195
NWAM LLC
Washington
$14.8M
SF
196
Symphony Financial
Texas
$14.6M
SW
197
Simplicity Wealth
New Jersey
$14.6M
FIC
198
Family Investment Center
Missouri
$14.5M
PHWM
199
Pine Harbor Wealth Management
Maryland
$14.4M
ME
200
McIlrath & Eck
Washington
$14.3M