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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 %
LFA
526
Lauterbach Financial Advisors
Texas
$1.15M -$8.89K -102 -0.8%
HIM
527
Harbour Investment Management
Washington
$1.14M -$13.9K -160 -1%
CAMG
528
CWA Asset Management Group
Florida
$1.13M +$77.1K +885 +7%
NPT
529
Nixon Peabody Trust
Massachusetts
$1.11M +$1.11M +12,700 New
CWA
530
Capital Wealth Alliance
Arizona
$1.11M -$410K -4,698 -27%
MWM
531
Modera Wealth Management
New Jersey
$1.09M +$5.06K +58 +0.5%
TC
532
TownSquare Capital
Utah
$1.09M +$474K +5,432 +77%
CWM
533
Cornerstone Wealth Management
Missouri
$1.08M +$45.3K +520 +4%
VCM
534
Vivaldi Capital Management
Illinois
$1.07M +$42.5K +487 +4%
FFC
535
First Financial Corp
Indiana
$1.07M -$67.2K -771 -6%
ATC
536
Argent Trust Co
Tennessee
$1.06M +$301K +3,448 +40%
MWM
537
Meridian Wealth Management
Kentucky
$1.06M -$20.4K -234 -2%
HAS
538
HBW Advisory Services
California
$1.05M +$44.9K +515 +4%
PI
539
PFG Investments
New York
$1.05M -$116K -1,334 -10%
MC
540
Middleton & Co
Massachusetts
$1.04M +$36.7K +421 +4%
RWA
541
Redmont Wealth Advisors
Illinois
$1.03M +$84.8K +973 +9%
WS
542
Wedbush Securities
California
$1.02M +$448K +5,143 +78%
SA
543
Strategic Advisors
New York
$1.01M -$14.3K -164 -1%
EPW
544
Endeavor Private Wealth
Kansas
$995K +$109K +1,255 +12%
NRW
545
Nova R Wealth
Kansas
$995K +$2.96K +34 +0.3%
PCG
546
PFC Capital Group
California
$985K +$985K +11,305 New
FWM
547
Fortress Wealth Management
California
$983K +$983K +11,272 New
GCA
548
Gradient Capital Advisors
California
$980K – – –
IF
549
Ironwood Financial
Arizona
$978K +$185K +2,117 +23%
ACM
550
Armbruster Capital Management
New York
$958K -$147K -1,683 -13%
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