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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 %
GKWIM
551
Gerber Kawasaki Wealth & Investment Management
California
$946K -$223K -2,561 -19%
JCM
552
Jacobi Capital Management
Pennsylvania
$941K -$68.6K -787 -7%
RWM
553
Rialto Wealth Management
New York
$940K +$557K +6,390 +145%
FGA
554
Fortis Group Advisors
New Jersey
$895K -$4.86M -55,696 -84%
PCM
555
Prospera Capital Management
Arizona
$878K -$87.2K -1,000 -9%
CA
556
CGN Advisors
Kansas
$877K +$29.6K +339 +3%
CA
557
Cornerstone Advisory
Maryland
$877K -$732K -8,670 -46%
AWA
558
Arkadios Wealth Advisors
Georgia
$867K +$73.4K +842 +9%
Brown Advisory
559
Brown Advisory
Maryland
$849K +$123K +1,411 +17%
Northern Trust
560
Northern Trust
Illinois
$839K -$275K -3,150 -25%
QCM
561
Quantinno Capital Management
New York
$835K +$350K +4,018 +72%
HCP
562
Hardin Capital Partners
South Carolina
$833K +$833K +9,558 New
SAM
563
Sequent Asset Management
Texas
$825K -$923K -10,584 -53%
CPIA
564
Cornell Pochily Investment Advisors
New York
$820K -$11.3K -130 -1%
IAN
565
Integrated Advisors Network
Texas
$810K – – –
RW
566
REDW Wealth
New Mexico
$805K -$18.5K -212 -2%
GWM
567
Geneos Wealth Management
Colorado
$789K +$565K +6,484 +253%
TRCT
568
Tower Research Capital (TRC)
New York
$788K +$719K +8,248 +1,048%
CA
569
Claro Advisors
Massachusetts
$730K -$69.4K -796 -9%
WMWM
570
Whitaker-Myers Wealth Managers
Ohio
$725K +$17.1K +196 +2%
OFS
571
OneAscent Financial Services
Alabama
$723K -$55.5K -637 -7%
AWM
572
Avondale Wealth Management
Texas
$720K +$720K +8,262 New
KA
573
Klingman & Associates
New York
$716K +$2.09K +24 +0.3%
PWM
574
PBMares Wealth Management
Virginia
$705K +$132K +1,518 +23%
CG
575
Caprock Group
Idaho
$698K – – –
21 22
23
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