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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
$1.33B
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$55.3M
3
LPL Financial
LPL Financial
California
$445M
4
FCBT
First Citizens Bank & Trust
North Carolina
$43.3M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$176M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$250M
2
BU
Brown University
Rhode Island
$0
3
Bank of America
Bank of America
North Carolina
$200M
4
FAM
Flaharty Asset Management
Florida
$0
5
CCWM
Correct Capital Wealth Management
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
401
Level Financial Advisors
New York
$2.76M +$382K +4,192 +16%
CPA
402
Cardiff Park Advisors
California
$2.69M +$4.65K +51 +0.2%
ACA
403
Aspire Capital Advisors
Washington
$2.67M -$66.5K -730 -2%
PPW
404
Pasadena Private Wealth
California
$2.64M -$266K -2,921 -9%
PCMC
405
Paragon Capital Management (Colorado)
Colorado
$2.59M +$646K +7,095 +33%
TP
406
Tranquility Partners
Tennessee
$2.59M +$52.7K +579 +2%
HWMO
407
Heritage Wealth Management (Ohio)
Ohio
$2.59M -$37.5K -412 -1%
HIP
408
HUB Investment Partners
Texas
$2.58M -$8.32M -91,312 -76%
AAP
409
Arax Advisory Partners
Colorado
$2.56M +$2.56M +27,495 New
GFG
410
Goldstone Financial Group
Illinois
$2.55M +$81.8K +861 +3%
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$2.54M +$2.54M +27,846 New
IWM
412
IHT Wealth Management
Illinois
$2.52M -$584K -6,414 -19%
FTWA
413
Fifth Third Wealth Advisors
Ohio
$2.51M +$383K +4,204 +18%
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$2.5M +$140K +1,540 +6%
DAS
415
Dynamic Advisor Solutions
Arizona
$2.46M +$120K +1,317 +5%
CAM
416
Cozad Asset Management
Illinois
$2.46M -$125K -1,375 -5%
FA
417
Faithward Advisors
Pennsylvania
$2.45M +$114K +1,251 +5%
CC
418
Courier Capital
New York
$2.43M +$328K +3,598 +16%
LG
419
LAM Group
Oregon
$2.43M +$593K +6,510 +32%
CA
420
Clearstead Advisors
Ohio
$2.43M +$213K +2,338 +10%
FAIM
421
Financial Advocates Investment Management
Washington
$2.43M -$8.05M -88,383 -77%
KAM
422
Kraft Asset Management
Tennessee
$2.42M +$1.87M +20,555 +344%
HF
423
Holcombe Financial
Georgia
$2.42M -$237K -2,603 -9%
SPA
424
Sentinel Pension Advisors
Massachusetts
$2.41M +$156K +1,709 +7%
SPC
425
Sigma Planning Corp
Michigan
$2.4M -$353K -3,870 -13%
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