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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

846 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, 245 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
11.35%
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
245
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 %
FCP
376
Fidelis Capital Partners
Florida
$3.21M -$372K -4,019 -10%
IAA
377
Independent Advisor Alliance
North Carolina
$3.16M +$797K +8,745 +34%
IAS
378
IMA Advisory Services
Colorado
$3.15M +$44.4K +487 +1%
SOWAS
379
Silver Oak Wealth Advisors Services
California
$3.12M -$173K -1,901 -5%
GLA
380
Good Life Advisors
Pennsylvania
$3.1M +$91.7K +1,007 +3%
PAM
381
Pacific Asset Management
Washington
$3.09M +$353K +3,871 +13%
AFA
382
Avant Financial Advisors
Texas
$3.09M +$436K +4,783 +16%
RF
383
rebel Financial
Ohio
$3.08M +$3.08M +33,794 New
CCM
384
Cloud Capital Management
Washington
$3.07M -$70.1K -764 -2%
JWM
385
JDH Wealth Management
California
$3.06M +$239K +2,625 +8%
EB
386
Emprise Bank
Kansas
$3.06M -$1.01M -11,092 -25%
AWM
387
Austin Wealth Management
Texas
$3.03M +$567K +6,134 +23%
PGFC
388
Peapack-Gladstone Financial Corp
New Jersey
$3M +$2.42M +26,576 +422%
CL
389
CSS LLC
Illinois
$2.99M +$160K +1,760 +6%
FFG
390
Foundry Financial Group
New Hampshire
$2.99M +$462K +5,076 +18%
CW
391
CreativeOne Wealth
Kansas
$2.97M +$832K +9,130 +39%
DFC
392
DBK Financial Counsel
Ohio
$2.96M +$301K +3,306 +11%
MAM
393
McLean Asset Management
Virginia
$2.95M +$367K +3,881 +14%
FTS
394
Fifth Third Securities
Ohio
$2.91M +$516K +5,664 +22%
TCA
395
Transcend Capital Advisors
New Jersey
$2.86M +$145K +1,597 +5%
CPWM
396
Cypress Point Wealth Management
Texas
$2.85M -$403K -4,426 -12%
CW
397
Curio Wealth
Maryland
$2.83M +$2.8M +30,700 +9,137%
CTWM
398
Cherry Tree Wealth Management
Minnesota
$2.81M +$135K +1,479 +5%
LKBC
399
L.K. Benson & Company
Maryland
$2.79M +$48K +527 +2%
WIA
400
World Investment Advisors
California
$2.78M +$817K +8,966 +42%
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