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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 %
MAM
451
McLean Asset Management
Virginia
$2.05M -$245K -3,259 -11%
LAM
452
L2 Asset Management
Massachusetts
$2.03M +$2.03M +23,326 New
FTWA
453
Fifth Third Wealth Advisors
Ohio
$2.03M +$313K +3,595 +18%
CC
454
Courier Capital
New York
$2.01M +$1.17M +13,377 +138%
Bank of Montreal
455
Bank of Montreal
Ontario, Canada
$1.95M +$652K +7,479 +50%
MOS
456
MGO One Seven
Ohio
$1.93M +$101K +1,154 +5%
CAG
457
Centerpoint Advisory Group
Kansas
$1.93M -$7.41K -85 -0.4%
AFP
458
Ausdal Financial Partners
Iowa
$1.91M +$187K +2,146 +11%
MWA
459
MN Wealth Advisors
Kansas
$1.91M -$405K -4,642 -18%
QC
460
Quadrature Capital
United Kingdom
$1.89M +$1.89M +21,683 New
HP
461
Haven Private
Florida
$1.89M +$165K +1,894 +10%
WIA
462
World Investment Advisors
California
$1.88M +$1.88M +21,559 New
Natixis Advisors
463
Natixis Advisors
Massachusetts
$1.87M +$615K +7,054 +49%
PCMC
464
Paragon Capital Management (Colorado)
Colorado
$1.86M +$352K +4,043 +23%
FHA
465
Flagship Harbor Advisors
Massachusetts
$1.86M -$86.7K -995 -4%
KW
466
KWB Wealth
California
$1.85M -$9.65K -100 -0.5%
NMG
467
New Millennium Group
Utah
$1.84M +$95K +1,090 +5%
CA
468
Claris Advisors
Missouri
$1.81M +$1.06M +12,197 +142%
HWA
469
Heritage Wealth Architects
Minnesota
$1.79M +$1.79M +20,506 New
XPN
470
XY Planning Network
Montana
$1.77M +$65.8K +755 +4%
FF
471
Friday Financial
Iowa
$1.77M +$552K +6,206 +45%
HWMC
472
Heritage Wealth Management (California)
California
$1.76M +$115K +1,320 +7%
LG
473
LAM Group
Oregon
$1.76M -$547K -6,270 -24%
SEA
474
Stegent Equity Advisors
Texas
$1.75M +$489K +5,615 +39%
SWM
475
Seaside Wealth Management
California
$1.73M +$924K +10,598 +114%
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