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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 %
OCM
351
Orion Capital Management
California
$4.01M -$10.9K -125 -0.3%
EFG
352
Elios Financial Group
Ohio
$3.99M +$49.9K +572 +1%
CAL
353
Capital Analysts LLC
Pennsylvania
$3.97M +$2.74M +31,469 +224%
HBCM
354
Heron Bay Capital Management
Michigan
$3.96M +$1.33M +15,228 +50%
EFN
355
Equita Financial Network
Pennsylvania
$3.9M +$25.9K +297 +0.7%
EB
356
Emprise Bank
Kansas
$3.89M +$1.73M +19,851 +80%
BWP
357
BlueStem Wealth Partners
Minnesota
$3.88M -$241K -2,765 -6%
WIM
358
Westside Investment Management
California
$3.79M +$1.05M +11,987 +38%
AC
359
AlphaCore Capital
California
$3.79M +$3.79M +43,451 New
NCM
360
Northland Capital Management
Minnesota
$3.78M +$61.9K +710 +2%
MAG
361
Mayfair Advisory Group
Alabama
$3.77M +$390K +4,469 +12%
AIS
362
Accredited Investor Services
Minnesota
$3.77M +$135K +1,551 +4%
GIA
363
Gladstone Institutional Advisory
Florida
$3.76M -$635K -7,286 -14%
CWA
364
Canvas Wealth Advisors
Kansas
$3.65M +$133K +1,643 +4%
PWS
365
Physician Wealth Solutions
Nevada
$3.61M +$187K +2,144 +5%
SA
366
Sylvest Advisors
Texas
$3.49M +$116K +1,330 +3%
ZF
367
Zhang Financial
Michigan
$3.45M +$1.66M +19,044 +93%
TCM
368
Telos Capital Management
California
$3.42M +$137K +1,570 +4%
OC
369
Oppenheimer & Co
New York
$3.39M +$404K +4,630 +13%
PSA
370
Plum Street Advisors
Louisiana
$3.38M +$584K +6,700 +21%
SIMC
371
Squire Investment Management Company
Utah
$3.36M +$1.46M +16,775 +77%
RW
372
RVW Wealth
California
$3.36M -$19.3M -221,424 -85%
WAS
373
WESPAC Advisors SoCal
California
$3.32M -$9.34M -107,122 -74%
OWA
374
ORBA Wealth Advisors
Illinois
$3.27M -$33.5K -384 -1%
AC
375
Apella Capital
Connecticut
$3.26M -$22K -269 -0.7%
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