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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

847 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, 246 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+43
Holders Change %
+5.35%
% of All Funds
11.36%
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
246
Closed
47
Calls
$2.67M
Puts
$1.46M
Net Calls
+$1.21M
Net Calls Change
+$391K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$306M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$46.1M
3
LPL Financial
LPL Financial
California
+$45.2M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$43.3M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$43.8M
2
BU
Brown University
Rhode Island
-$26.3M
3
Bank of America
Bank of America
North Carolina
-$17.4M
4
FAM
Flaharty Asset Management
Florida
-$16.4M
5
CCWM
Correct Capital Wealth Management
Missouri
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
26
TCI Wealth Advisors
Arizona
$83.4M +$4.59M +50,356 +6%
APP
27
Avantax Planning Partners
Iowa
$72.7M -$1.82M -20,002 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$70.3M -$8.05M -88,414 -10%
American Century Companies
29
American Century Companies
Missouri
$69.1M +$1.72M +18,884 +3%
OFG
30
Oxford Financial Group
Indiana
$66.5M +$2.24M +24,544 +3%
FG
31
Foster Group
Iowa
$63M +$2.55M +27,953 +4%
BHWM
32
Beaird Harris Wealth Management
Texas
$60.3M +$6.43M +70,547 +12%
MFT
33
Moisand Fitzgerald Tamayo
Florida
$57.9M +$4.74M +52,019 +9%
PPW
34
Parcion Private Wealth
Washington
$56.6M +$275K +3,014 +0.5%
SAM
35
Satovsky Asset Management
New York
$56.5M +$663K +7,277 +1%
Comerica Bank
36
Comerica Bank
Texas
$55.6M +$600K +6,588 +1%
CAM
37
Cresset Asset Management
Illinois
$55.4M +$2.86M +31,389 +5%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$55.3M +$46.1M +506,450 +503%
HWM
39
HB Wealth Management
Georgia
$55.2M -$13.3M -146,358 -19%
TA
40
TruWealth Advisors
Louisiana
$53.8M +$3M +32,929 +6%
MWP
41
Meredith Wealth Planning
Illinois
$51.5M +$7.84M +86,086 +18%
PP
42
PDS Planning
Ohio
$51.1M +$3.79M +41,568 +8%
Corient Private Wealth
43
Corient Private Wealth
Florida
$48.9M +$12.3M +134,834 +34%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$45M -$5.79M -63,513 -11%
FCBT
45
First Citizens Bank & Trust
North Carolina
$43.3M +$43.3M +475,392 New
KF
46
Krilogy Financial
Missouri
$41.5M +$2.87M +31,519 +7%
WRPWM
47
Werba Rubin Papier Wealth Management
California
$41.5M +$183K +2,009 +0.4%
MAM
48
Marquette Asset Management
Minnesota
$39.6M -$3.96M -43,500 -9%
Mariner
49
Mariner
Kansas
$38.7M -$545K -5,983 -1%
FPGK
50
Financial Partners Group (Kansas)
Kansas
$35.8M +$977K +10,723 +3%
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