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Avantis US Small Cap Value ETF

852 hedge funds and large institutions have $11.1B invested in Avantis US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 447 increasing their positions, 248 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.67M
Puts
$1.46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
Sax Wealth Advisors
New Jersey
$9.53M
AA
202
Ancora Advisors
Ohio
$9.47M
DWM
203
Diversify Wealth Management
Utah
$9.33M
CF
204
Convergence Financial
Missouri
$9.26M
FF
205
Financial Futures
New Jersey
$9.23M
EWA
206
EP Wealth Advisors
California
$9.18M
TCTWM
207
Three Cord True Wealth Management
Pennsylvania
$9.15M
AQR Capital Management
208
AQR Capital Management
Connecticut
$9.13M
AWAP
209
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$9.08M
CG
210
Clarus Group
Texas
$9.08M
BWG
211
Beta Wealth Group
California
$9.07M
PWM
212
Proathlete Wealth Management
Florida
$9.02M
ICMM
213
Integrated Capital Management (Michigan)
Michigan
$9M
VAMG
214
Voisard Asset Management Group
Michigan
$8.88M
NL
215
NWAM LLC
Washington
$8.86M
CWMK
216
Caliber Wealth Management (Kansas)
Kansas
$8.82M
IHWM
217
Iron Horse Wealth Management
Iowa
$8.8M
ZF
218
Zhang Financial
Michigan
$8.79M
BCI
219
Brinker Capital Investments
Pennsylvania
$8.75M
AAM
220
Austin Asset Management
Texas
$8.71M
VVP
221
Venture Visionary Partners
Ohio
$8.69M
CF
222
Centaurus Financial
California
$8.67M
TCM
223
Towneley Capital Management
California
$8.67M
KAS
224
Kestra Advisory Services
Texas
$8.6M
JSW
225
Journey Strategic Wealth
New Jersey
$8.59M