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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 %
SPIA
301
Steward Partners Investment Advisory
New York
$5.3M +$307K +3,526 +6%
CFO
302
CVA Family Office
Colorado
$5.29M +$705K +8,087 +15%
CWMA
303
Capstone Wealth Management (Alabama)
Alabama
$5.29M +$192K +2,208 +4%
RZH
304
Relyea Zuckerberg Hanson
Connecticut
$5.23M +$111K +1,277 +2%
DSCM
305
Del-Sette Capital Management
New York
$5.22M -$871K -9,997 -14%
GBFP
306
Golden Bell Financial Planning
Georgia
$5.21M +$283K +3,247 +6%
USCWA
307
U.S. Capital Wealth Advisors
Texas
$5.1M +$202K +2,312 +4%
EWA
308
Elevate Wealth Advisory
Georgia
$5.09M -$521K -5,978 -9%
EFL
309
ERn Financial LLC
Wisconsin
$5.04M +$93.4K +1,071 +2%
SMC
310
Smith, Moore & Co
Missouri
$5.01M -$1.61M -18,434 -24%
ETC
311
Exchange Traded Concepts
Oklahoma
$5M +$1.12M +12,882 +29%
CB
312
Community Bank
New York
$5M +$2.46M +28,192 +97%
PMG
313
ProVise Management Group
Florida
$4.94M +$378K +4,341 +8%
FA
314
Freestate Advisors
Kansas
$4.88M +$3.26M +37,390 +201%
JTWM
315
Jackson Thornton Wealth Management
Alabama
$4.87M +$3.22M +40,082 +196%
PP
316
Prosperity Planning
Missouri
$4.86M +$681K +7,816 +16%
PCM
317
Passive Capital Management
Maryland
$4.81M -$9.94K -114 -0.2%
LFAS
318
Level Four Advisory Services
Texas
$4.77M +$161K +1,846 +3%
TFG
319
Team Financial Group
California
$4.77M +$1.32M +15,173 +38%
CWM
320
Castle Wealth Management
Florida
$4.74M +$109K +1,248 +2%
BWG
321
Beta Wealth Group
California
$4.63M +$4.63M +53,168 New
AQR Capital Management
322
AQR Capital Management
Connecticut
$4.62M +$792K +9,084 +21%
CBT
323
CoreFirst Bank & Trust
Kansas
$4.62M +$162K +1,856 +4%
SSW
324
Stone Summit Wealth
Florida
$4.58M -$146K -1,677 -3%
Wealthfront Advisers
325
Wealthfront Advisers
California
$4.56M +$472K +5,413 +12%
11 12
13
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