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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 %
IBOK
451
Independence Bank of Kentucky
Kentucky
$2.12M -$288K -3,161 -12%
Goldman Sachs
452
Goldman Sachs
New York
$2.08M +$1.86M +20,372 +815%
SCM
453
SOL Capital Management
Maryland
$2.07M -$149K -1,635 -7%
EWA
454
Etesian Wealth Advisors
Oregon
$2.05M +$245K +2,692 +14%
HP
455
Haven Private
Florida
$2.01M +$39.4K +433 +2%
FF
456
Friday Financial
Iowa
$2M +$191K +2,100 +11%
EE
457
EWG Elevate
California
$2M +$428K +4,695 +27%
LWM
458
LJI Wealth Management
Indiana
$2M -$350K -3,838 -15%
NMG
459
New Millennium Group
Utah
$1.99M +$65.3K +717 +3%
EH
460
Equitable Holdings
New York
$1.99M -$360K -3,951 -15%
PWM
461
Puff Wealth Management
New Jersey
$1.99M -$301K -3,309 -13%
CAG
462
Centerpoint Advisory Group
Kansas
$1.98M -$37.7K -414 -2%
HWMC
463
Heritage Wealth Management (California)
California
$1.98M +$143K +1,574 +8%
AWA
464
Arbor Wealth Advisors
Michigan
$1.98M +$304K +3,340 +18%
MFG
465
Merit Financial Group
Georgia
$1.94M -$583K -6,400 -23%
PWS
466
Proactive Wealth Strategies
Georgia
$1.92M +$161K +1,766 +9%
AFP
467
Ausdal Financial Partners
Iowa
$1.88M -$123K -1,351 -6%
BDWCC
468
B&D White Capital Company
Texas
$1.87M -$13.7M -150,859 -88%
Natixis Advisors
469
Natixis Advisors
Massachusetts
$1.86M -$96K -1,054 -5%
FHA
470
Flagship Harbor Advisors
Massachusetts
$1.84M -$101K -1,109 -5%
LEFP
471
Leading Edge Financial Planning
Tennessee
$1.84M +$434K +4,767 +31%
RW
472
RVW Wealth
California
$1.83M -$1.67M -18,378 -48%
AF
473
Atala Financial
California
$1.83M +$24.4K +268 +1%
OFG
474
OmniStar Financial Group
North Carolina
$1.8M +$1.8M +26,249 New
PS
475
Principal Securities
Iowa
$1.8M +$1.63M +17,898 +968%
17 18
19
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