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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 %
QCM
576
Quantinno Capital Management
New York
$823K -$49.1K -539 -6%
CWA
577
Capital Wealth Alliance
Arizona
$822K -$333K -3,660 -29%
CRC
578
Curi RMB Capital
Illinois
$817K +$817K +8,964 New
HP
579
Holistic Planning
Texas
$815K +$815K +8,944 New
E
580
EntreWealth
Texas
$797K +$209K +2,292 +35%
Fidelity Investments
581
Fidelity Investments
Massachusetts
$795K +$335K +3,682 +73%
CPIA
582
Cornell Pochily Investment Advisors
New York
$790K -$66.7K -732 -8%
WMWM
583
Whitaker-Myers Wealth Managers
Ohio
$787K +$28.6K +314 +4%
GKWIM
584
Gerber Kawasaki Wealth & Investment Management
California
$777K -$212K -2,327 -21%
KA
585
Klingman & Associates
New York
$751K +$2.82K +31 +0.4%
TF
586
Tenon Financial
New Jersey
$742K +$31.3K +344 +4%
SF
587
Synovus Financial
Georgia
$724K +$47.2K +518 +7%
KFP
588
KMG Fiduciary Partners
Ohio
$720K +$720K +7,904 New
KPP
589
Kings Path Partners
Texas
$719K +$30.8K +338 +4%
IA
590
IFP Advisors
Florida
$713K -$3.48M -38,150 -83%
AWM
591
Arista Wealth Management
Nevada
$713K +$161K +1,767 +29%
KP
592
Keel Point
Alabama
$695K +$325K +3,569 +88%
AFG
593
Atomi Financial Group
New York
$694K +$425K +4,663 +158%
CWA
594
Centennial Wealth Advisory
Michigan
$692K +$363K +3,987 +110%
CFA
595
Camarda Financial Advisors
Florida
$689K +$29.9K +328 +5%
RFP
596
RCS Financial Planning
Maryland
$683K +$132K +1,454 +24%
CA
597
Continuum Advisory
Idaho
$672K +$88.2K +968 +15%
BA
598
Bridgewater Advisors
New York
$671K +$852 +9 +0.1%
PCM
599
Prospera Capital Management
Arizona
$665K -$252K -2,770 -28%
RSWM
600
Robertson Stephens Wealth Management
California
$651K -$17K -187 -3%
22 23
24
25 26