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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 %
SSWM
501
Sheets Smith Wealth Management
North Carolina
$1.42M +$189K +2,172 +15%
KIM
502
Kestra Investment Management
Texas
$1.41M +$1.03M +11,776 +265%
CA
503
Clune & Associates
Illinois
$1.41M +$33.6K +386 +2%
AAS
504
Annex Advisory Services
Wisconsin
$1.36M -$419K -4,805 -24%
LEFP
505
Leading Edge Financial Planning
Tennessee
$1.34M +$16.8K +193 +1%
PWH
506
Priebe Wealth Holdings
Minnesota
$1.34M -$894K -10,257 -40%
KRW
507
Kaufman Rossin Wealth
Florida
$1.34M +$846K +9,707 +173%
SAI
508
Savvy Advisors Inc
New York
$1.33M +$148K +1,703 +13%
CWM
509
Congress Wealth Management
Massachusetts
$1.31M +$953K +10,812 +263%
CA
510
CoreCap Advisors
Michigan
$1.31M +$789K +9,052 +152%
GAM
511
GEM Asset Management
Michigan
$1.31M +$4.81K +55 +0.4%
MWM
512
Mattern Wealth Management
Kansas
$1.31M -$478K -5,481 -27%
VIP
513
Vista Investment Partners
Oklahoma
$1.25M +$1.25M +14,285 New
LFA
514
Longview Financial Advisors
Alabama
$1.24M -$4.27M -49,001 -77%
AIP
515
Almanack Investment Partners
Pennsylvania
$1.23M -$306K -3,515 -20%
AF
516
Apollon Financial
South Carolina
$1.23M +$41.4K +475 +3%
ADL
517
Asset Dedication LLC
California
$1.22M +$4.27K +49 +0.4%
GC
518
Guidance Capital
Kentucky
$1.2M +$128K +1,500 +12%
TCG
519
Transcendent Capital Group
Oklahoma
$1.18M +$66K +757 +6%
AWM
520
Able Wealth Management
New Jersey
$1.18M +$70K +803 +6%
FAI
521
Fiduciary Advisors Inc
Missouri
$1.17M +$106K +1,215 +10%
SAW
522
Signal Advisors Wealth
Michigan
$1.17M +$67.7K +777 +6%
TW
523
Trajan Wealth
Arizona
$1.16M -$2.79K -32 -0.2%
MWA
524
Merkkuri Wealth Advisors
New York
$1.15M -$2.27K -26 -0.2%
BF
525
BOK Financial
Oklahoma
$1.15M +$63.7K +731 +6%
19 20
21
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