AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

847 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, 246 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+43
Holders Change %
+5.35%
% of All Funds
11.36%
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
246
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 %
PWM
301
Perigon Wealth Management
California
$5.59M -$990K -10,863 -15%
WPIC
302
White Pine Investment Company
Michigan
$5.59M +$19.9K +218 +0.4%
BAG
303
Bridgewealth Advisory Group
California
$5.57M +$3.17M +34,807 +132%
FA
304
Freestate Advisors
Kansas
$5.5M +$398K +4,371 +8%
RZH
305
Relyea Zuckerberg Hanson
Connecticut
$5.49M +$27.1K +297 +0.5%
CBT
306
CoreFirst Bank & Trust
Kansas
$5.38M +$549K +6,030 +11%
TFG
307
Team Financial Group
California
$5.37M +$390K +4,284 +8%
Susquehanna International Group
308
Susquehanna International Group
Pennsylvania
$5.25M +$5.25M +57,625 New
EW
309
Enzi Wealth
Texas
$5.23M +$62.1K +655 +1%
CB
310
Community Bank
New York
$5.23M +$1.09K +12 +0%
PCM
311
Passive Capital Management
Maryland
$5.18M +$50.3K +541 +1%
CWMA
312
Capstone Wealth Management (Alabama)
Alabama
$5.16M -$371K -4,069 -7%
PMG
313
ProVise Management Group
Florida
$5.15M -$5.19K -57 -0.1%
CFO
314
CVA Family Office
Colorado
$5.15M -$384K -4,220 -7%
LFAS
315
Level Four Advisory Services
Texas
$5.13M +$143K +1,574 +3%
Truist Financial
316
Truist Financial
North Carolina
$5.11M +$710K +7,798 +16%
EWA
317
Elevate Wealth Advisory
Georgia
$5.1M -$214K -2,346 -4%
SCM
318
Sterneck Capital Management
Missouri
$5.09M +$404K +4,438 +9%
LAM
319
Lifestyle Asset Management
Texas
$5.06M -$997K -10,942 -16%
FAM
320
Frontier Asset Management
Wyoming
$5.06M +$1.84M +20,145 +57%
LA
321
LexAurum Advisors
Kansas
$4.97M +$320K +3,512 +7%
CWM
322
Castle Wealth Management
Florida
$4.93M -$27K -296 -0.5%
LAM
323
L2 Asset Management
Massachusetts
$4.84M +$2.72M +29,843 +128%
W
324
WorthPointe
California
$4.75M +$267K +2,927 +6%
SHFA
325
SC&H Financial Advisors
Maryland
$4.75M +$78.8K +865 +2%
11 12
13
14 15