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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 %
Citadel Advisors
426
Citadel Advisors
Florida
$2.4M -$4.34M -47,592 -64%
SWM
427
Sculati Wealth Management
Michigan
$2.39M +$2.1M +23,055 +720%
CPL
428
CAP Partners LLC
Tennessee
$2.39M +$171K +1,882 +8%
FWM
429
FMB Wealth Management
California
$2.37M -$60.6K -665 -2%
BWM
430
BigSur Wealth Management
Florida
$2.36M -$22.3K -245 -0.9%
AFA
431
Alpha Financial Advisors
North Carolina
$2.33M +$2.33M +25,620 New
MCWA
432
Meadow Creek Wealth Advisors
Georgia
$2.28M +$14.2K +156 +0.6%
GRP
433
Global Retirement Partners
California
$2.28M +$2.28M +25,074 New
PCG
434
PFC Capital Group
California
$2.28M +$1.25M +13,721 +121%
DWA
435
Delap Wealth Advisory
Oregon
$2.28M -$1.02M -11,197 -31%
RFN
436
RDA Financial Network
Iowa
$2.27M +$122K +1,337 +6%
XPN
437
XY Planning Network
Montana
$2.26M +$402K +4,409 +22%
VCM
438
Versant Capital Management
Arizona
$2.25M +$91 +1 +0%
OWA
439
ORBA Wealth Advisors
Illinois
$2.23M -$1.18M -12,926 -35%
SIMC
440
Squire Investment Management Company
Utah
$2.22M -$1.29M -14,179 -37%
BFG
441
Beacon Financial Group
Texas
$2.22M -$649K -7,125 -23%
ADL
442
Asset Dedication LLC
California
$2.21M +$937K +10,290 +73%
TA
443
TFB Advisors
Kansas
$2.2M -$437K -4,797 -17%
PCA
444
Prosperity Capital Advisors
Ohio
$2.19M -$56.1K -616 -2%
First Manhattan
445
First Manhattan
New York
$2.19M – – –
LFA
446
Lauterbach Financial Advisors
Texas
$2.16M +$964K +10,581 +80%
SA
447
Sovran Advisors
California
$2.16M -$377K -3,986 -15%
FFO
448
Fortitude Family Office
Arizona
$2.15M +$1.8M +19,768 +510%
CM
449
Cornerstone Management
Georgia
$2.15M -$224K -2,454 -9%
MOS
450
MGO One Seven
Ohio
$2.14M +$116K +1,275 +6%
16 17
18
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