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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 %
EWA
476
Etesian Wealth Advisors
Oregon
$1.73M +$34.8K +399 +2%
AF
477
Atala Financial
California
$1.73M +$74.1K +849 +4%
JPLA
478
Joseph P. Lucia & Associates
New York
$1.71M +$124K +1,419 +8%
PWS
479
Proactive Wealth Strategies
Georgia
$1.68M +$400K +4,593 +31%
GA
480
Greenspring Advisors
Maryland
$1.62M +$194K +2,226 +14%
SXL
481
Summit X LLC
Missouri
$1.62M +$158K +1,814 +11%
AWA
482
Arbor Wealth Advisors
Michigan
$1.6M +$388K +4,452 +32%
FCM
483
Fortis Capital Management
Washington
$1.56M +$5.49K +63 +0.4%
MAMG
484
Milestone Asset Management Group
Connecticut
$1.54M +$8.46K +97 +0.6%
CFD
485
Creative Financial Designs
Indiana
$1.53M -$20.3K -233 -1%
CFS
486
CRA Financial Services
New Jersey
$1.52M +$4.1K +47 +0.3%
EAM
487
Evanson Asset Management
California
$1.51M +$278K +3,193 +23%
EE
488
EWG Elevate
California
$1.5M +$44.4K +509 +3%
HI
489
Harbour Investments
Wisconsin
$1.49M -$208K -2,384 -12%
S
490
Sachetta
Massachusetts
$1.49M +$79.6K +913 +6%
LCWP
491
Legacy Capital Wealth Partners
Arkansas
$1.48M +$1.02M +11,697 +219%
Two Sigma Investments
492
Two Sigma Investments
New York
$1.48M +$1.19M +13,600 +400%
BEI
493
Benjamin Edwards Inc
Missouri
$1.47M +$454K +5,204 +45%
JFA
494
JNBA Financial Advisors
Minnesota
$1.46M -$340K -3,897 -19%
CAM
495
Clark Asset Management
New Hampshire
$1.46M +$927K +10,635 +175%
RWM
496
Rockwood Wealth Management
Pennsylvania
$1.46M +$61K +700 +4%
National Bank of Canada
497
National Bank of Canada
Quebec, Canada
$1.45M -$78K -894 -5%
IWP
498
Insight Wealth Partners
Texas
$1.45M -$6.19K -71 -0.4%
FFM
499
Forum Financial Management
Illinois
$1.42M +$1.42M +16,297 New
TWP
500
Total Wealth Planning
Ohio
$1.42M -$12K -138 -0.8%
18 19
20
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