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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 %
CM
426
Cornerstone Management
Georgia
$2.27M +$78.4K +899 +4%
LFA
427
Level Financial Advisors
New York
$2.27M +$102K +1,175 +5%
GFG
428
Goldstone Financial Group
Illinois
$2.26M -$507K -5,816 -18%
CAPTRUST Financial Advisors
429
CAPTRUST Financial Advisors
North Carolina
$2.26M +$53.5K +614 +2%
IAA
430
Independent Advisor Alliance
North Carolina
$2.26M -$4.22M -48,466 -65%
EH
431
Equitable Holdings
New York
$2.25M -$271K -3,112 -11%
LWM
432
LJI Wealth Management
Indiana
$2.24M +$103K +1,180 +5%
DAS
433
Dynamic Advisor Solutions
Arizona
$2.24M +$53.5K +614 +2%
FA
434
Faithward Advisors
Pennsylvania
$2.24M +$269K +3,088 +14%
PWM
435
Puff Wealth Management
New Jersey
$2.22M -$13.5K -153 -0.6%
AWM
436
Austin Wealth Management
Texas
$2.22M +$370K +4,457 +20%
MCWA
437
Meadow Creek Wealth Advisors
Georgia
$2.17M +$87.7K +1,006 +4%
PCA
438
Prosperity Capital Advisors
Ohio
$2.16M -$134K -1,526 -6%
SA
439
Sovran Advisors
California
$2.16M -$311K -3,860 -13%
VCM
440
Versant Capital Management
Arizona
$2.16M – – –
SPA
441
Sentinel Pension Advisors
Massachusetts
$2.15M -$35.2K -404 -2%
SCM
442
SOL Capital Management
Maryland
$2.13M +$93.7K +1,075 +5%
CPL
443
CAP Partners LLC
Tennessee
$2.12M +$848K +9,730 +67%
CA
444
Clearstead Advisors
Ohio
$2.12M +$386K +4,432 +22%
First Manhattan
445
First Manhattan
New York
$2.1M -$3.57K -41 -0.2%
EWA
446
EverSource Wealth Advisors
Alabama
$2.08M +$451K +5,176 +28%
LFS
447
Legacy Financial Strategies
Kansas
$2.08M -$554K -6,352 -21%
PSCM
448
Per Stirling Capital Management
Texas
$2.07M -$3.39M -38,913 -62%
RFN
449
RDA Financial Network
Iowa
$2.06M +$42.7K +490 +2%
CW
450
CreativeOne Wealth
Kansas
$2.05M +$152K +1,739 +8%
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