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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 %
FCP
376
Fidelis Capital Partners
Florida
$3.2M +$1.38M +16,687 +76%
DWA
377
Delap Wealth Advisory
Oregon
$3.15M +$1.62M +18,597 +106%
SOWAS
378
Silver Oak Wealth Advisors Services
California
$3.15M +$163K +1,867 +5%
CPWM
379
Cypress Point Wealth Management
Texas
$3.11M -$353K -4,045 -10%
IWC
380
Integrated Wealth Concepts
Massachusetts
$3.11M +$1.86M +21,288 +148%
FAM
381
Frontier Asset Management
Wyoming
$3.08M +$3.08M +35,368 New
VF
382
Vawter Financial
Ohio
$3.07M +$964K +11,059 +46%
Financial Engines Advisors
383
Financial Engines Advisors
California
$3.05M -$982K -11,262 -24%
PPWP
384
Premier Path Wealth Partners
New Jersey
$3.03M +$9.94K +114 +0.3%
CCM
385
Cloud Capital Management
Washington
$2.98M +$2.98M +34,154 New
PCM
386
Peirce Capital Management
Texas
$2.98M +$693K +7,951 +30%
IAS
387
IMA Advisory Services
Colorado
$2.97M -$33.7K -387 -1%
IWM
388
IHT Wealth Management
Illinois
$2.97M -$328K -3,763 -10%
GLA
389
Good Life Advisors
Pennsylvania
$2.88M +$137K +1,575 +5%
AWS
390
Atria Wealth Solutions
New York
$2.84M -$1.46M -16,715 -34%
PPW
391
Pasadena Private Wealth
California
$2.78M -$132K -1,515 -5%
BFG
392
Beacon Financial Group
Texas
$2.74M -$402K -4,611 -13%
CW
393
Curio Wealth
Maryland
$2.74M -$226M -27,734 -99%
CL
394
CSS LLC
Illinois
$2.71M – – –
JWM
395
JDH Wealth Management
California
$2.7M +$693K +7,947 +34%
DWM
396
Dopkins Wealth Management
New York
$2.66M -$12.7K -146 -0.5%
SPC
397
Sigma Planning Corp
Michigan
$2.63M -$101K -1,161 -4%
NWM
398
Navigoe Wealth Management
California
$2.63M +$1.03M +11,803 +64%
BFA
399
Benningfield Financial Advisors
California
$2.63M +$2.63M +30,133 New
PAM
400
Pacific Asset Management
Washington
$2.62M +$155K +1,776 +6%
14 15
16
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