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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
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 Holding Trade Value Shares
Change 		Shares
Change %
CAM
501
Clark Asset Management
New Hampshire
$1.44M -$83.1K -912 -5%
FFM
502
Forum Financial Management
Illinois
$1.43M -$59.2K -650 -4%
MWA
503
Merkkuri Wealth Advisors
New York
$1.42M +$210K +2,306 +17%
TL
504
Tradewinds LLC
North Carolina
$1.42M +$1.42M +15,548 New
TIA
505
Traphagen Investment Advisors
New Jersey
$1.4M -$3.3M -36,210 -70%
BRWA
506
B. Riley Wealth Advisors
Florida
$1.38M +$1.38M +15,199 New
VCM
507
Vivaldi Capital Management
Illinois
$1.37M +$251K +2,752 +22%
FAI
508
Fiduciary Advisors Inc
Missouri
$1.37M +$146K +1,607 +12%
National Bank of Canada
509
National Bank of Canada
Quebec, Canada
$1.37M -$151K -1,657 -10%
SSWM
510
Sheets Smith Wealth Management
North Carolina
$1.35M -$127K -1,398 -9%
CWM
511
Congress Wealth Management
Massachusetts
$1.34M -$14.3K -157 -1%
EPW
512
Endeavor Private Wealth
Kansas
$1.34M +$304K +3,334 +29%
FTUS
513
Flow Traders U.S.
New York
$1.34M +$1.34M +14,757 New
KRW
514
Kaufman Rossin Wealth
Florida
$1.34M -$52.2K -573 -4%
SWM
515
Seaside Wealth Management
California
$1.34M -$473K -5,190 -26%
HI
516
Harbour Investments
Wisconsin
$1.33M -$227K -2,489 -15%
SAI
517
Savvy Advisors Inc
New York
$1.32M -$61K -670 -4%
BF
518
BOK Financial
Oklahoma
$1.31M +$102K +1,118 +8%
FWM
519
Fortress Wealth Management
California
$1.3M +$272K +2,986 +26%
IWM
520
Integris Wealth Management
California
$1.3M +$1.3M +14,254 New
GC
521
Guidance Capital
Kentucky
$1.29M +$26K +288 +2%
AIP
522
Almanack Investment Partners
Pennsylvania
$1.29M +$91 +1 +0%
GCA
523
Gradient Capital Advisors
California
$1.29M +$264K +2,902 +26%
TWP
524
Tower Wealth Partners
Pennsylvania
$1.29M -$11.1M -121,521 -90%
KW
525
KWB Wealth
California
$1.26M -$406K -4,661 -24%
19 20
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