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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

804 hedge funds and large institutions have $10B invested in Avantis US Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 449 increasing their positions, 222 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+8
Holders Change %
+1.01%
% of All Funds
10.92%
Holding in Top 10
145
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-8.23%
% of All Funds
1.97%
New
73
Increased
449
Reduced
222
Closed
52
Calls
$1.76M
Puts
$941K
Net Calls
+$820K
Net Calls Change
+$11.7M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$496M
2
Creative Planning
Creative Planning
Kansas
$980M
3
SFA
Sequoia Financial Advisors
Ohio
$75.9M
4
HWM
HB Wealth Management
Georgia
$65.5M
5
CAM
Cresset Asset Management
Illinois
$50.2M

Top Sellers

1
CW
Curio Wealth
Maryland
$2.74M
2
CM
Churchill Management
California
$0
3
TIA
Traphagen Investment Advisors
New Jersey
$4.49M
4
HIGP
Hill Investment Group Partners
Missouri
$25.6M
5
Morgan Stanley
Morgan Stanley
New York
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
226
Daymark Wealth Partners
Ohio
$8.09M +$1.01M +11,568 +14%
TWD
227
True Wealth Design
Ohio
$8.07M -$105K -1,199 -1%
HNWA
228
Henrickson Nauta Wealth Advisors
Michigan
$8.05M +$723K +9,285 +10%
PWM
229
Proathlete Wealth Management
Florida
$7.99M +$732K +8,396 +10%
CF
230
Centaurus Financial
California
$7.96M +$218K +2,506 +3%
DWM
231
Dakota Wealth Management
Florida
$7.94M -$198K -2,269 -2%
ME
232
McIlrath & Eck
Washington
$7.88M +$1.04M +11,971 +15%
GWM
233
Greenwich Wealth Management
Connecticut
$7.88M +$827K +9,485 +12%
ACGA
234
Atlanta Consulting Group Advisors
Georgia
$7.86M +$677K +7,763 +9%
IHWM
235
Iron Horse Wealth Management
Iowa
$7.82M +$7.82M +89,755 New
ICMM
236
Integrated Capital Management (Michigan)
Michigan
$7.78M +$359K +4,117 +5%
FWP
237
Family Wealth Partners
North Carolina
$7.77M +$614K +7,044 +9%
KFAA
238
Klaas Financial Asset Advisors
Illinois
$7.72M +$90.7K +1,040 +1%
TWA
239
Trace Wealth Advisors
California
$7.61M +$161K +1,850 +2%
DWM
240
Diversify Wealth Management
Utah
$7.6M +$1.16M +13,848 +18%
CWMK
241
Caliber Wealth Management (Kansas)
Kansas
$7.5M +$7.5M +86,080 New
JSW
242
Journey Strategic Wealth
New Jersey
$7.5M +$505K +5,796 +7%
SRB
243
Shotwell Rutter Baer
Michigan
$7.49M +$176K +2,258 +2%
UWM
244
USAdvisors Wealth Management
Minnesota
$7.32M +$255K +2,928 +4%
WGC
245
Watts Gwilliam & Co
Arizona
$7.3M +$353K +4,052 +5%
CFG
246
Cooper Financial Group
California
$7.28M +$254K +2,916 +4%
OWA
247
Oak Wealth Advisors
Illinois
$7.26M +$251K +2,879 +4%
AWM
248
Avaii Wealth Management
Wisconsin
$7.19M +$371K +4,258 +5%
KAS
249
KPP Advisory Services
Kentucky
$7.14M +$1.76M +20,230 +33%
CWP
250
Concord Wealth Partners
Virginia
$7.11M +$7.11M +81,542 New
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