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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
DWM
201
Dakota Wealth Management
Florida
$12.3M +$4.39M +43,920 +58%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$12.2M +$4.85M +48,454 +68%
PWM
203
Platform Wealth Management
Utah
$12.2M +$12M +119,537 New
ASN
204
Advisory Services Network
Georgia
$12.2M -$65.2K -652 -0.5%
TC
205
Trilogy Capital
California
$12.1M +$138K +1,383 +1%
WAS
206
WESPAC Advisors SoCal
California
$12.1M +$111K +1,107 +0.9%
PWMG
207
Private Wealth Management Group
New Jersey
$11.7M +$316K +3,160 +3%
NL
208
NWAM LLC
Washington
$11.7M -$944K -9,435 -8%
TCTWM
209
Three Cord True Wealth Management
Pennsylvania
$11.7M +$1.17M +11,664 +11%
LFS
210
Lutz Financial Services
Nebraska
$11.7M +$1.61M +16,099 +16%
CPA
211
Capital Performance Advisors
California
$11.7M +$4.3M +42,976 +60%
MOS
212
MGO One Seven
Ohio
$11.7M +$1.38M +13,765 +14%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$11.5M +$2.42M +24,170 +27%
BC
214
Bowman & Company
Wisconsin
$11.5M -$866K -8,655 -7%
TIAA Trust, National Association
215
TIAA Trust, National Association
North Carolina
$11.5M -$4.25M -42,501 -27%
MFG
216
Midwest Financial Group
Kansas
$11.5M +$236K +2,354 +2%
PWIA
217
Porter White Investment Advisors
Alabama
$11.5M +$339K +3,392 +3%
CWMK
218
Caliber Wealth Management (Kansas)
Kansas
$11.5M +$715K +7,148 +7%
FF
219
Financial Futures
New Jersey
$11.5M +$677K +6,764 +6%
RW
220
Regimen Wealth
Georgia
$11.5M -$73.7K -737 -0.7%
PWM
221
Proathlete Wealth Management
Florida
$11.4M +$643K +6,424 +6%
BPA
222
Beacon Pointe Advisors
California
$11.4M +$3.1M +30,971 +39%
AWA
223
ARQ Wealth Advisors
Arizona
$11.3M +$38.2K +382 +0.3%
DWM
224
Diversify Wealth Management
Utah
$11.3M +$772K +7,712 +8%
SRB
225
Shotwell Rutter Baer
Michigan
$11.2M +$326K +3,263 +3%