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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
Creative Planning
1
Creative Planning
Kansas
$1.92B +$204M +2,042,301 +12%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$667M +$45.1M +450,644 +7%
LPL Financial
3
LPL Financial
California
$558M +$36.5M +365,308 +7%
Morgan Stanley
4
Morgan Stanley
New York
$304M +$23.6M +236,064 +9%
TI
5
Truepoint Inc
Ohio
$290M +$9.74M +97,375 +4%
MIAS
6
Mason Investment Advisory Services
Virginia
$290M +$7.72M +77,141 +3%
Bank of America
7
Bank of America
North Carolina
$254M +$14.5M +145,182 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$238M +$2.94M +29,419 +1%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$236M +$6.83M +68,260 +3%
Ameriprise
10
Ameriprise
Minnesota
$212M +$15.7M +157,175 +8%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$205M -$23.2M -231,833 -10%
Wells Fargo
12
Wells Fargo
California
$141M +$7.2M +72,001 +5%
PL
13
Plancorp LLC
Missouri
$139M +$10.1M +101,266 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$137M -$3.94M -39,409 -3%
HighTower Advisors
15
HighTower Advisors
Illinois
$134M +$4.13M +41,282 +3%
UA
16
Unison Advisors
District of Columbia
$134M +$477K +4,770 +0.4%
WA
17
Waverly Advisors
Alabama
$134M +$6.87M +68,644 +6%
Raymond James Financial
18
Raymond James Financial
Florida
$133M +$17.2M +171,508 +15%
UBS Group
19
UBS Group
Switzerland
$130M -$5.79M -57,867 -4%
EK
20
Evensky & Katz
Florida
$125M +$1.33M +13,251 +1%
TWA
21
TCI Wealth Advisors
Arizona
$117M +$11.2M +111,819 +11%
AA
22
Alesco Advisors
New York
$109M +$309K +3,088 +0.3%
Corient Private Wealth
23
Corient Private Wealth
Florida
$106M +$77.6M +775,873 +298%
SFA
24
Sequoia Financial Advisors
Ohio
$103M +$1.27M +12,717 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$91.9M -$9.42M -94,162 -9%