AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

846 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, 445 increasing their positions, 245 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
11.35%
Holding in Top 10
137
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.52%
% of All Funds
1.84%
New
104
Increased
445
Reduced
245
Closed
47
Calls
$2.67M
Puts
$1.46M
Net Calls
+$1.21M
Net Calls Change
+$391K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.33B
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$55.3M
3
LPL Financial
LPL Financial
California
$445M
4
FCBT
First Citizens Bank & Trust
North Carolina
$43.3M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$176M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$250M
2
BU
Brown University
Rhode Island
$0
3
Bank of America
Bank of America
North Carolina
$200M
4
FAM
Flaharty Asset Management
Florida
$0
5
CCWM
Correct Capital Wealth Management
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
226
USAdvisors Wealth Management
Minnesota
$8.53M +$882K +9,686 +12%
LFS
227
Lutz Financial Services
Nebraska
$8.46M +$1.74M +19,053 +26%
FWP
228
Family Wealth Partners
North Carolina
$8.35M +$225K +2,474 +3%
TWD
229
True Wealth Design
Ohio
$8.34M -$96.8K -1,063 -1%
KFAA
230
Klaas Financial Asset Advisors
Illinois
$8.33M +$268K +2,940 +3%
ACGA
231
Atlanta Consulting Group Advisors
Georgia
$8.26M +$53.7K +590 +0.7%
CFG
232
Carr Financial Group
Massachusetts
$8.22M -$872K -9,571 -10%
BH
233
Burk Holdings
Oklahoma
$8.03M +$1.32M +14,503 +20%
BWP
234
BSW Wealth Partners
Colorado
$7.98M +$1.6M +17,555 +25%
WW
235
Waterfront Wealth
Kansas
$7.96M +$1.49M +16,369 +23%
SDWIA
236
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.95M +$655K +7,193 +9%
MA
237
MJP Associates
Connecticut
$7.95M -$7.07M -77,625 -47%
W
238
WealthCollab
Washington
$7.95M -$2.59M -28,406 -25%
CPA
239
Capital Planning Advisors
California
$7.93M +$7.93M +87,018 New
AO
240
Advisor OS
Illinois
$7.85M -$7.16M -78,626 -48%
KAS
241
KPP Advisory Services
Kentucky
$7.74M +$275K +3,014 +4%
BMWS
242
Brady Martz Wealth Solutions
North Dakota
$7.71M -$2.36M -25,955 -23%
TWA
243
Trace Wealth Advisors
California
$7.57M -$385K -4,225 -5%
DWP
244
Daymark Wealth Partners
Ohio
$7.55M -$905K -9,937 -11%
GWP
245
Gateway Wealth Partners
Wisconsin
$7.51M +$1.49M +16,303 +25%
MA
246
MONECO Advisors
Connecticut
$7.48M +$1.71M +18,813 +30%
GSIS
247
Global Strategic Investment Solutions
Arizona
$7.48M +$269K +2,948 +4%
OWA
248
Oak Wealth Advisors
Illinois
$7.46M -$130K -1,426 -2%
CWM
249
Collaborative Wealth Management
Florida
$7.46M +$612K +6,721 +9%
CAMV
250
Concord Asset Management (Virginia)
Virginia
$7.43M -$74.6K -819 -1%
8 9
10
11 12