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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 %
LOIM
326
Liberty One Investment Management
Illinois
$4.68M +$164K +1,801 +4%
QWM
327
Quadcap Wealth Management
Texas
$4.65M +$434K +4,764 +10%
NCM
328
Northland Capital Management
Minnesota
$4.64M +$688K +7,547 +17%
BOC
329
Bull Oak Capital
California
$4.61M -$5.42M -59,540 -54%
BWP
330
BlueStem Wealth Partners
Minnesota
$4.56M +$505K +5,545 +12%
UWPG
331
Ullmann Wealth Partners Group
Florida
$4.56M +$3.9M +42,844 +598%
PWM
332
Parkworth Wealth Management
California
$4.53M +$220K +2,412 +5%
AIS
333
Accredited Investor Services
Minnesota
$4.52M +$590K +6,476 +15%
EFN
334
Equita Financial Network
Pennsylvania
$4.49M +$408K +4,484 +10%
WIM
335
Westside Investment Management
California
$4.45M +$480K +5,260 +12%
DSCM
336
Del-Sette Capital Management
New York
$4.43M -$1.03M -11,301 -19%
LFG
337
Larson Financial Group
Missouri
$4.42M +$64.4K +707 +1%
ETC
338
Exchange Traded Concepts
Oklahoma
$4.39M -$839K -9,206 -16%
LA
339
Lindenwold Advisors
Pennsylvania
$4.36M -$33.3K -366 -0.8%
THL
340
Tillman Hartley LLC
Colorado
$4.35M +$115K +1,262 +3%
CWA
341
Canvas Wealth Advisors
Kansas
$4.34M +$29.6K +311 +0.7%
NWM
342
Navigoe Wealth Management
California
$4.25M +$1.5M +16,500 +55%
GIA
343
Gladstone Institutional Advisory
Florida
$4.23M +$307K +3,371 +8%
USCWA
344
U.S. Capital Wealth Advisors
Texas
$4.23M -$1.1M -12,096 -21%
OCM
345
Orion Capital Management
California
$4.22M +$34.8K +382 +0.8%
KIM
346
Kestra Investment Management
Texas
$4.21M +$2.75M +30,661 +189%
SWM
347
Seed Wealth Management
Illinois
$4.19M -$68.8K -755 -2%
EFG
348
Elios Financial Group
Ohio
$4.18M +$6.2K +68 +0.1%
JWCA
349
J.W. Cole Advisors
Florida
$4.17M +$1.5M +16,499 +56%
CFP
350
Cascade Financial Partners
California
$4.05M -$283K -3,108 -7%
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