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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 %
TFS
576
Thoroughbred Financial Services
Tennessee
$689K +$193K +2,214 +39%
CCA
577
Childress Capital Advisors
Texas
$688K +$102K +1,165 +17%
TF
578
Tenon Financial
New Jersey
$680K +$92.9K +1,066 +16%
KPP
579
Kings Path Partners
Texas
$659K +$14.2K +163 +2%
SF
580
Synovus Financial
Georgia
$647K +$2.01K +23 +0.3%
RSWM
581
Robertson Stephens Wealth Management
California
$639K -$36.5K -419 -5%
NAS
582
NWF Advisory Services
California
$638K -$23.4K -268 -4%
CFA
583
Camarda Financial Advisors
Florida
$630K +$630K +7,232 New
CF
584
Crosspoint Financial
California
$628K +$628K +7,202 New
UWPG
585
Ullmann Wealth Partners Group
Florida
$625K +$625K +7,169 New
MWML
586
M Wealth Management LLC
California
$622K – – –
Bank of New York Mellon
587
Bank of New York Mellon
New York
$619K +$115K +1,315 +23%
MGIA
588
Moneta Group Investment Advisors
Missouri
$615K +$18.5K +212 +3%
Lido Advisors
589
Lido Advisors
California
$606K +$197K +2,259 +48%
CPCM
590
Cardinal Point Capital Management
Ontario, Canada
$604K -$62.8K -720 -9%
DFA
591
DHK Financial Advisors
New Hampshire
$601K +$2.27K +26 +0.4%
US Bancorp
592
US Bancorp
Minnesota
$600K +$423K +4,858 +240%
LIM
593
Leavell Investment Management
Alabama
$596K +$128K +1,465 +27%
APG
594
Abacus Planning Group
South Carolina
$596K +$49.4K +567 +9%
BA
595
Bridgewater Advisors
New York
$592K +$592K +7,083 New
LFGO
596
Legacy Financial Group (Oklahoma)
Oklahoma
$587K -$1.48K -17 -0.3%
CPRC
597
Consolidated Portfolio Review Corp
New York
$586K +$43.4K +498 +8%
CWA
598
CogentBlue Wealth Advisors
Tennessee
$585K -$179K -2,051 -23%
CCFM
599
Clear Creek Financial Management
Washington
$578K +$578K +6,627 New
CIAS
600
Capital Investment Advisory Services
North Carolina
$570K -$28.1K -322 -5%
22 23
24
25 26