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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
+$341M
2
Creative Planning
Creative Planning
Kansas
+$283M
3
SFA
Sequoia Financial Advisors
Ohio
+$69.6M
4
HWM
HB Wealth Management
Georgia
+$65.5M
5
CAM
Cresset Asset Management
Illinois
+$38.4M

Top Sellers

1
CW
Curio Wealth
Maryland
-$226M
2
CM
Churchill Management
California
-$218M
3
TIA
Traphagen Investment Advisors
New Jersey
-$41.5M
4
HIGP
Hill Investment Group Partners
Missouri
-$33.8M
5
Morgan Stanley
Morgan Stanley
New York
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWIA
251
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.98M +$175K +2,010 +3%
GSIS
252
Global Strategic Investment Solutions
Arizona
$6.9M +$2.1M +24,118 +44%
ACP
253
Aveo Capital Partners
Colorado
$6.75M -$185K -2,188 -3%
TC
254
Trilogy Capital
California
$6.74M +$448K +5,137 +7%
CAMV
255
Concord Asset Management (Virginia)
Virginia
$6.72M +$6.72M +82,388 New
ICM
256
Islay Capital Management
Texas
$6.71M +$1.63M +18,646 +32%
NL
257
Navalign LLC
California
$6.68M +$251K +2,874 +4%
HA
258
Herold Advisors
New York
$6.6M +$187K +2,145 +3%
KAS
259
Kestra Advisory Services
Texas
$6.56M -$2.33M -26,764 -26%
CWM
260
Collaborative Wealth Management
Florida
$6.55M +$173K +1,984 +3%
IA
261
IAM Advisory
Pennsylvania
$6.51M -$130K -1,496 -2%
VAMG
262
Voisard Asset Management Group
Michigan
$6.49M +$2.24M +25,671 +53%
CIA
263
Concurrent Investment Advisors
Florida
$6.45M +$984K +11,293 +18%
Citadel Advisors
264
Citadel Advisors
Florida
$6.44M +$903K +10,354 +16%
LFS
265
Lutz Financial Services
Nebraska
$6.44M -$163K -1,868 -2%
BH
266
Burk Holdings
Oklahoma
$6.42M +$514K +5,899 +9%
WPC
267
Wedmont Private Capital
Pennsylvania
$6.39M -$320K -4,051 -5%
BAM
268
Bayshore Asset Management
Florida
$6.39M +$62K +711 +1%
YWM
269
Yardley Wealth Management
Pennsylvania
$6.36M -$1.2M -13,721 -16%
PWM
270
Parkshore Wealth Management
California
$6.33M +$641K +7,349 +11%
HWA
271
HMV Wealth Advisors
Louisiana
$6.33M +$1.51M +17,360 +31%
PWM
272
Perigon Wealth Management
California
$6.3M +$432K +4,954 +7%
WW
273
Waterfront Wealth
Kansas
$6.19M +$1.74M +19,924 +39%
AWMNY
274
Arcadia Wealth Management (New York)
New York
$6.15M +$641K +7,349 +12%
FNBSF
275
First National Bank Sioux Falls
South Dakota
$6.14M +$452K +5,180 +8%
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