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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 %
LKBC
401
L.K. Benson & Company
Maryland
$2.62M -$34.4K -395 -1%
ACA
402
Aspire Capital Advisors
Washington
$2.62M -$2.58M -29,546 -50%
TCA
403
Transcend Capital Advisors
New Jersey
$2.59M +$193K +2,219 +8%
AWM
404
Axxcess Wealth Management
California
$2.59M +$53.8K +617 +2%
CPA
405
Cardiff Park Advisors
California
$2.57M -$28.9K -331 -1%
CTWM
406
Cherry Tree Wealth Management
Minnesota
$2.56M +$50.1K +575 +2%
JWCA
407
J.W. Cole Advisors
Florida
$2.55M +$2.13M +24,431 +505%
AFA
408
Avant Financial Advisors
Texas
$2.54M -$191K -2,189 -7%
DFC
409
DBK Financial Counsel
Ohio
$2.54M -$14.6K -168 -0.6%
HF
410
Holcombe Financial
Georgia
$2.54M +$139K +1,600 +6%
TA
411
TFB Advisors
Kansas
$2.53M -$166K -1,906 -6%
Renaissance Technologies
412
Renaissance Technologies
New York
$2.52M +$1.51M +17,300 +149%
FDDB
413
Fidelity D&D Bancorp
Pennsylvania
$2.51M +$271K +3,109 +12%
HWMO
414
Heritage Wealth Management (Ohio)
Ohio
$2.51M +$62.8K +720 +3%
SHF
415
Safe Harbor Fiduciary
Florida
$2.48M -$45.6K -523 -2%
CAM
416
Cozad Asset Management
Illinois
$2.47M -$145K -1,667 -6%
EFP
417
EnRich Financial Partners
Wisconsin
$2.43M +$462K +5,295 +23%
TP
418
Tranquility Partners
Tennessee
$2.43M +$32.4K +372 +1%
FFG
419
Foundry Financial Group
New Hampshire
$2.42M -$413K -4,741 -15%
MFG
420
Merit Financial Group
Georgia
$2.41M -$3.45M -39,542 -59%
FWM
421
FMB Wealth Management
California
$2.33M +$78K +895 +3%
IBOK
422
Independence Bank of Kentucky
Kentucky
$2.3M -$10.3K -118 -0.4%
BAG
423
Bridgewealth Advisory Group
California
$2.29M -$726K -8,331 -24%
FTS
424
Fifth Third Securities
Ohio
$2.29M +$629K +7,212 +38%
BWM
425
BigSur Wealth Management
Florida
$2.28M -$41.8K -479 -2%
15 16
17
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