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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 %
VH
276
Visionary Horizons
Tennessee
$6.48M +$850K +9,333 +15%
LCM
277
Liberty Capital Management
Michigan
$6.48M +$1.91M +21,001 +42%
WFS
278
Widmann Financial Services
Maryland
$6.48M +$637K +6,995 +11%
SPIA
279
Steward Partners Investment Advisory
New York
$6.45M +$907K +9,956 +16%
DWM
280
Dakota Wealth Management
Florida
$6.39M -$1.91M -20,964 -23%
CPA
281
Capital Performance Advisors
California
$6.29M -$14.8K -162 -0.2%
PS
282
Planned Solutions
California
$6.24M -$3.14M -34,470 -33%
IPW
283
Intergy Private Wealth
Colorado
$6.24M +$214K +2,350 +4%
HSWS
284
Higgins & Schmidt Wealth Strategies
Colorado
$6.24M +$358K +3,929 +6%
PWM
285
Provident Wealth Management
Tennessee
$6.21M +$46.6K +512 +0.8%
CFA
286
Cahill Financial Advisors
Minnesota
$6.19M +$1.75M +19,188 +39%
PWS
287
Physician Wealth Solutions
Nevada
$6.17M +$2.4M +26,314 +64%
GWM
288
Greenwich Wealth Management
Connecticut
$6.16M -$2.07M -22,749 -25%
RRWA
289
Rainey & Randall Wealth Advisors
Florida
$6.1M +$239K +2,627 +4%
MHB
290
Midwest Heritage Bank
Iowa
$6.06M +$25.7K +282 +0.4%
PP
291
Prosperity Planning
Missouri
$6.01M +$941K +10,328 +19%
WAS
292
WESPAC Advisors SoCal
California
$5.96M +$2.5M +27,396 +72%
TIAA Trust, National Association
293
TIAA Trust, National Association
North Carolina
$5.94M -$345K -3,791 -5%
BPA
294
Beacon Pointe Advisors
California
$5.89M +$170K +1,866 +3%
AC
295
Apella Capital
Connecticut
$5.89M +$2.17M +23,115 +58%
Wealthfront Advisers
296
Wealthfront Advisers
California
$5.86M +$1.09M +11,991 +23%
CFD
297
Creative Financial Designs
Indiana
$5.65M +$4.06M +44,515 +254%
GBFP
298
Golden Bell Financial Planning
Georgia
$5.62M +$174K +1,908 +3%
DPI
299
Diversified Portfolios Inc
Michigan
$5.61M +$1.08M +11,804 +24%
EFL
300
ERn Financial LLC
Wisconsin
$5.61M +$341K +3,746 +6%
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