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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 %
SAW
526
Signal Advisors Wealth
Michigan
$1.25M +$28.2K +310 +2%
TCG
527
Transcendent Capital Group
Oklahoma
$1.24M +$8.84K +97 +0.7%
HIM
528
Harbour Investment Management
Washington
$1.24M +$47K +516 +4%
CWM
529
Cornerstone Wealth Management
Missouri
$1.23M +$94.6K +1,038 +8%
FCAM
530
First Citizens Asset Management
North Carolina
$1.22M +$1.22M +13,430 New
TC
531
TownSquare Capital
Utah
$1.22M +$85K +933 +7%
TW
532
Trajan Wealth
Arizona
$1.2M -$8.02K -88 -0.7%
CAMG
533
CWA Asset Management Group
Florida
$1.19M +$8.2K +90 +0.7%
KWM
534
Kingsview Wealth Management
Oregon
$1.18M +$660K +7,250 +126%
JFA
535
JNBA Financial Advisors
Minnesota
$1.18M -$350K -3,838 -23%
ATC
536
Argent Trust Co
Tennessee
$1.17M +$68.4K +751 +6%
MWM
537
Modera Wealth Management
New Jersey
$1.14M -$1.46K -16 -0.1%
LFA
538
Longview Financial Advisors
Alabama
$1.12M -$178K -1,955 -14%
CA
539
CGN Advisors
Kansas
$1.12M +$202K +2,213 +22%
PI
540
PFG Investments
New York
$1.11M +$18.3K +201 +2%
MWM
541
Meridian Wealth Management
Kentucky
$1.11M +$9.29K +102 +0.8%
JCM
542
Jacobi Capital Management
Pennsylvania
$1.11M +$122K +1,336 +12%
WS
543
Wedbush Securities
California
$1.09M +$22.6K +248 +2%
HCP
544
Hardin Capital Partners
South Carolina
$1.09M +$199K +2,135 +22%
FFC
545
First Financial Corp
Indiana
$1.07M -$41.5K -455 -4%
OWA
546
Opal Wealth Advisors
New York
$1.07M +$756K +8,298 +239%
PIS
547
POM Investment Strategies
North Carolina
$1.05M +$1.04M +11,373 +9,557%
AAS
548
Annex Advisory Services
Wisconsin
$1.04M -$380K -4,166 -27%
CWA
549
CogentBlue Wealth Advisors
Tennessee
$1.04M +$429K +4,709 +70%
SA
550
Strategic Advisors
New York
$1.02M -$34.7K -381 -3%
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