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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
+$306M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$46.1M
3
LPL Financial
LPL Financial
California
+$45.2M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$43.3M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$43.8M
2
BU
Brown University
Rhode Island
-$26.3M
3
Bank of America
Bank of America
North Carolina
-$17.4M
4
FAM
Flaharty Asset Management
Florida
-$16.4M
5
CCWM
Correct Capital Wealth Management
Missouri
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
251
Concord Wealth Partners
Virginia
$7.43M +$2.46K +27 +0%
CAL
252
Capital Analysts LLC
Pennsylvania
$7.4M +$3.26M +35,773 +79%
CFG
253
Cooper Financial Group
California
$7.35M -$255K -2,804 -3%
CIA
254
Concurrent Investment Advisors
Florida
$7.35M +$612K +6,719 +9%
WPC
255
Wedmont Private Capital
Pennsylvania
$7.34M -$334K -3,523 -4%
NL
256
Navalign LLC
California
$7.32M +$335K +3,682 +5%
CCMG
257
Clark Capital Management Group
Pennsylvania
$7.23M +$7.23M +79,337 New
P
258
&Partners
Tennessee
$7.17M +$956K +10,636 +15%
HA
259
Herold Advisors
New York
$7.05M +$151K +1,661 +2%
FM
260
Foster & Motley
Ohio
$7.02M +$1.07M +11,776 +18%
PWM
261
Parkshore Wealth Management
California
$6.96M +$341K +3,745 +5%
RPCA
262
Running Point Capital Advisors
California
$6.95M +$2.24M +24,608 +48%
AAS
263
Ameritas Advisory Services
Nebraska
$6.92M -$1.58M -17,369 -19%
IA
264
IAM Advisory
Pennsylvania
$6.91M +$106K +1,164 +2%
IWS
265
Integrity Wealth Solutions
Colorado
$6.87M +$491K +5,393 +8%
AWMNY
266
Arcadia Wealth Management (New York)
New York
$6.84M +$416K +4,561 +6%
MA
267
Mutual Advisors
Nebraska
$6.82M +$658K +6,911 +11%
YWM
268
Yardley Wealth Management
Pennsylvania
$6.76M +$115K +1,259 +2%
NCM
269
NCM Capital Management
New Jersey
$6.74M +$441K +4,828 +7%
JTWM
270
Jackson Thornton Wealth Management
Alabama
$6.69M +$957K +10,109 +17%
ICM
271
Islay Capital Management
Texas
$6.58M -$431K -4,726 -6%
BAM
272
Bayshore Asset Management
Florida
$6.58M -$95.2K -1,045 -1%
DWM
273
Dogwood Wealth Management
Kansas
$6.56M +$760K +8,031 +13%
FNBSF
274
First National Bank Sioux Falls
South Dakota
$6.53M +$106K +1,162 +2%
TIM
275
Tortoise Investment Management
New York
$6.52M +$613K +6,725 +10%
9 10
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