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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

843 hedge funds and large institutions have $11B invested in Avantis US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 444 increasing their positions, 244 reducing their positions, and 47 closing their positions.

Holders
843
Holders Change
+39
Holders Change %
+4.85%
% of All Funds
11.32%
Holding in Top 10
136
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.21%
% of All Funds
1.83%
New
103
Increased
444
Reduced
244
Closed
47
Calls
$2.67M
Puts
$1.46M
Net Calls
+$1.21M
Net Calls Change
+$391K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.33B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$55.3M
3
LPL Financial
3
LPL Financial
California
$445M
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$43.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$176M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$250M
2
BU
2
Brown University
Rhode Island
$0
3
Bank of America
3
Bank of America
North Carolina
$200M
4
FAM
4
Flaharty Asset Management
Florida
$0
5
CCWM
5
Correct Capital Wealth Management
Missouri
$19.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
26
TCI Wealth Advisors
Arizona
$83.4M 915,454 +50,356 +6%
APP
27
Avantax Planning Partners
Iowa
$72.7M 797,593 -20,002 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$70.3M 771,745 -88,414 -10%
American Century Companies
29
American Century Companies
Missouri
$69.1M 758,568 +18,884 +3%
OFG
30
Oxford Financial Group
Indiana
$66.5M 730,259 +24,544 +3%
FG
31
Foster Group
Iowa
$63M 691,765 +27,953 +4%
MFT
32
Moisand Fitzgerald Tamayo
Florida
$57.9M 635,751 +52,019 +9%
PPW
33
Parcion Private Wealth
Washington
$56.6M 621,071 +3,014 +0.5%
SAM
34
Satovsky Asset Management
New York
$56.5M 619,902 +7,277 +1%
Comerica Bank
35
Comerica Bank
Texas
$55.6M 610,646 +6,588 +1%
CAM
36
Cresset Asset Management
Illinois
$55.4M 607,835 +31,389 +5%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$55.3M 607,046 +506,450 +503%
HWM
38
HB Wealth Management
Georgia
$55.2M 605,445 -146,358 -19%
TA
39
TruWealth Advisors
Louisiana
$53.8M 590,312 +32,929 +6%
MWP
40
Meredith Wealth Planning
Illinois
$51.5M 565,599 +86,086 +18%
PP
41
PDS Planning
Ohio
$51.1M 561,391 +41,568 +8%
Corient Private Wealth
42
Corient Private Wealth
Florida
$48.9M 536,379 +134,834 +34%
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$45M 493,893 -63,513 -11%
FCBT
44
First Citizens Bank & Trust
North Carolina
$43.3M 475,392 +475,392 New
KF
45
Krilogy Financial
Missouri
$41.5M 455,325 +31,519 +7%
WRPWM
46
Werba Rubin Papier Wealth Management
California
$41.5M 455,269 +2,009 +0.4%
MAM
47
Marquette Asset Management
Minnesota
$39.6M 435,188 -43,500 -9%
Mariner
48
Mariner
Kansas
$38.7M 424,478 -5,983 -1%
FPGK
49
Financial Partners Group (Kansas)
Kansas
$35.8M 393,384 +10,723 +3%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$34.9M 367,714 -18,849 -5%
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