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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

848 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, 446 increasing their positions, 246 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+43
Holders Change %
+5.34%
% of All Funds
11.37%
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
446
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 %
BFA
351
Benningfield Financial Advisors
California
$4.05M +$1.3M +14,299 +47%
PCM
352
Peirce Capital Management
Texas
$3.99M +$883K +9,690 +28%
NEPWA
353
New England Private Wealth Advisors
Massachusetts
$3.99M +$3.99M +42,699 New
Neuberger Berman Group
354
Neuberger Berman Group
New York
$3.97M +$3.97M +43,632 New
SSW
355
Stone Summit Wealth
Florida
$3.95M -$837K -9,191 -17%
TCM
356
Telos Capital Management
California
$3.92M +$339K +3,724 +9%
SW
357
SkyOak Wealth
Michigan
$3.85M -$5.3M -58,170 -58%
SA
358
Sylvest Advisors
Texas
$3.81M +$162K +1,773 +4%
IWC
359
Integrated Wealth Concepts
Massachusetts
$3.79M +$541K +5,941 +17%
OC
360
Oppenheimer & Co
New York
$3.79M +$240K +2,638 +7%
VWA
361
Visionary Wealth Advisors
Illinois
$3.75M -$956K -10,495 -20%
LWA
362
Lantern Wealth Advisors
New York
$3.75M +$3.75M +41,155 New
MAG
363
Mayfair Advisory Group
Alabama
$3.72M -$282K -3,047 -7%
CSIA
364
Conrad Siegel Investment Advisors
Pennsylvania
$3.57M -$707K -7,763 -17%
AWM
365
Aprio Wealth Management
Georgia
$3.54M -$7.19M -78,940 -67%
DWM
366
Dopkins Wealth Management
New York
$3.48M +$696K +7,645 +25%
PSA
367
Plum Street Advisors
Louisiana
$3.46M -$72.1K -791 -2%
FDDB
368
Fidelity D&D Bancorp
Pennsylvania
$3.4M +$775K +8,511 +30%
VIP
369
Vista Investment Partners
Oklahoma
$3.4M +$2.1M +23,026 +161%
EFP
370
EnRich Financial Partners
Wisconsin
$3.38M +$841K +9,233 +33%
FPW
371
Flywheel Private Wealth
California
$3.34M -$1.05M -11,507 -24%
AWM
372
Axxcess Wealth Management
California
$3.33M +$618K +6,789 +23%
SEA
373
Stegent Equity Advisors
Texas
$3.27M +$1.44M +15,797 +79%
EWA
374
EverSource Wealth Advisors
Alabama
$3.25M +$1.08M +11,856 +50%
PPWP
375
Premier Path Wealth Partners
New Jersey
$3.24M +$77.6K +852 +2%
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