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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 %
JPLA
476
Joseph P. Lucia & Associates
New York
$1.77M -$10.9K -120 -0.6%
BI
477
Ballast Inc
Kentucky
$1.77M +$1.77M +19,476 New
BWS
478
Broadway Wealth Solutions
Texas
$1.74M +$1.74M +19,111 New
APG
479
Abacus Planning Group
South Carolina
$1.73M +$1.11M +12,187 +178%
Financial Engines Advisors
480
Financial Engines Advisors
California
$1.71M -$1.48M -16,294 -47%
CFS
481
CRA Financial Services
New Jersey
$1.67M +$83.3K +914 +5%
CA
482
CoreCap Advisors
Michigan
$1.66M +$292K +3,210 +21%
LCWP
483
Legacy Capital Wealth Partners
Arkansas
$1.65M +$102K +1,123 +7%
RWM
484
Rialto Wealth Management
New York
$1.65M +$668K +7,332 +68%
EAM
485
Evanson Asset Management
California
$1.65M +$72.5K +796 +5%
SXL
486
Summit X LLC
Missouri
$1.64M -$47.9K -526 -3%
MAMG
487
Milestone Asset Management Group
Connecticut
$1.63M +$18.7K +205 +1%
MWA
488
MN Wealth Advisors
Kansas
$1.62M -$370K -4,064 -19%
FCM
489
Fortis Capital Management
Washington
$1.62M -$4.19K -46 -0.3%
ACM
490
Armbruster Capital Management
New York
$1.61M +$605K +6,637 +60%
BEI
491
Benjamin Edwards Inc
Missouri
$1.59M +$46.9K +515 +3%
PSCM
492
Per Stirling Capital Management
Texas
$1.57M -$590K -6,479 -27%
IWP
493
Insight Wealth Partners
Texas
$1.57M +$52.9K +581 +3%
CA
494
Clune & Associates
Illinois
$1.56M +$85.8K +942 +6%
NPT
495
Nixon Peabody Trust
Massachusetts
$1.55M +$392K +4,304 +34%
RWM
496
Rockwood Wealth Management
Pennsylvania
$1.52M – – –
GAM
497
GEM Asset Management
Michigan
$1.49M +$93.5K +998 +7%
M
498
MOTCO
Texas
$1.48M +$1.48M +15,968 New
S
499
Sachetta
Massachusetts
$1.47M -$88K -966 -6%
AF
500
Apollon Financial
South Carolina
$1.44M +$160K +1,753 +12%
18 19
20
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