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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
Creative Planning
1
Creative Planning
Kansas
$2.23B +$149M +1,350,729 +7%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$737M +$13.6M +123,961 +2%
LPL Financial
3
LPL Financial
California
$721M +$116M +1,052,611 +19%
Morgan Stanley
4
Morgan Stanley
New York
$365M +$34.8M +315,859 +11%
TI
5
Truepoint Inc
Ohio
$317M +$2.73M +24,783 +0.9%
MIAS
6
Mason Investment Advisory Services
Virginia
$313M -$1.29M -11,740 -0.4%
Bank of America
7
Bank of America
North Carolina
$312M +$36.4M +330,421 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$276M +$17.2M +156,218 +7%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$274M +$52.3M +475,137 +24%
Ameriprise
10
Ameriprise
Minnesota
$274M +$44.3M +402,128 +19%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$264M +$8.78M +79,764 +3%
Wells Fargo
12
Wells Fargo
California
$192M +$39.4M +358,223 +26%
PL
13
Plancorp LLC
Missouri
$169M +$12M +109,142 +8%
Raymond James Financial
14
Raymond James Financial
Florida
$164M +$20.1M +182,307 +14%
UBS Group
15
UBS Group
Switzerland
$160M +$19M +172,364 +13%
HighTower Advisors
16
HighTower Advisors
Illinois
$156M +$10.4M +94,340 +7%
WA
17
Waverly Advisors
Alabama
$156M +$10.8M +97,783 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$151M +$3.05M +27,740 +2%
UA
19
Unison Advisors
District of Columbia
$147M +$1.64M +14,894 +1%
TWA
20
TCI Wealth Advisors
Arizona
$134M +$7.46M +67,767 +6%
EK
21
Evensky & Katz
Florida
$133M -$2.65M -24,065 -2%
SFA
22
Sequoia Financial Advisors
Ohio
$120M +$8.02M +72,849 +7%
AA
23
Alesco Advisors
New York
$116M -$2.32M -21,057 -2%
SC
24
Savant Capital
Illinois
$106M +$21.3M +193,682 +25%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$105M +$5.67M +51,528 +6%