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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

805 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, 450 increasing their positions, 222 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+8
Holders Change %
+1%
% of All Funds
10.93%
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
450
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 %
BWP
276
BSW Wealth Partners
Colorado
$6.11M -$27.9K -320 -0.5%
IWS
277
Integrity Wealth Solutions
Colorado
$6.1M +$131K +1,507 +2%
P
278
&Partners
Tennessee
$6.03M -$2.93M -33,580 -33%
PWA
279
PCG Wealth Advisors
Kansas
$6.03M -$258K -2,962 -4%
CPA
280
Capital Performance Advisors
California
$6.03M +$269K +3,085 +5%
TIAA Trust, National Association
281
TIAA Trust, National Association
North Carolina
$6.02M +$101K +1,163 +2%
NCM
282
NCM Capital Management
New Jersey
$6.01M +$148K +1,695 +3%
PWM
283
Provident Wealth Management
Tennessee
$5.9M +$5.32M +60,992 +913%
BIP
284
Blue Investment Partners
California
$5.83M -$33.5K -384 -0.6%
LAM
285
Lifestyle Asset Management
Texas
$5.8M -$5.76M -66,105 -50%
MHB
286
Midwest Heritage Bank
Iowa
$5.77M +$657K +7,540 +13%
GWP
287
Gateway Wealth Partners
Wisconsin
$5.76M +$625K +7,167 +12%
IPW
288
Intergy Private Wealth
Colorado
$5.76M +$133K +1,524 +2%
FM
289
Foster & Motley
Ohio
$5.69M +$794K +9,112 +16%
TIM
290
Tortoise Investment Management
New York
$5.65M -$425K -4,879 -7%
HSWS
291
Higgins & Schmidt Wealth Strategies
Colorado
$5.62M +$599K +6,867 +12%
RRWA
292
Rainey & Randall Wealth Advisors
Florida
$5.61M +$131K +1,500 +2%
WFS
293
Widmann Financial Services
Maryland
$5.59M +$193K +2,213 +4%
MA
294
MONECO Advisors
Connecticut
$5.52M +$2.76M +31,694 +100%
BPA
295
Beacon Pointe Advisors
California
$5.48M +$1.91M +21,963 +54%
SF
296
Slagle Financial
Illinois
$5.45M +$1.17M +13,381 +27%
VH
297
Visionary Horizons
Tennessee
$5.39M -$1.44M -16,483 -21%
MA
298
Mutual Advisors
Nebraska
$5.36M +$151K +1,830 +3%
DWM
299
Dogwood Wealth Management
Kansas
$5.34M +$351K +4,022 +7%
WPIC
300
White Pine Investment Company
Michigan
$5.33M +$144K +1,657 +3%
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