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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 %
LSA
601
Lion Street Advisors
Texas
$566K +$11.7K +134 +2%
E
602
EntreWealth
Texas
$563K +$118K +1,351 +26%
VFA
603
Valeo Financial Advisors
Indiana
$560K -$502K -5,759 -47%
CA
604
Continuum Advisory
Idaho
$559K -$7.03M -80,649 -93%
IFS
605
Intelligent Financial Strategies
Minnesota
$556K – – –
PGFC
606
Peapack-Gladstone Financial Corp
New Jersey
$549K +$549K +6,295 New
SIAG
607
Safeguard Investment Advisory Group
California
$538K +$256K +2,932 +91%
TCWM
608
Total Clarity Wealth Management
Illinois
$534K – – –
KFA
609
Kelleher Financial Advisors
New York
$528K -$2.7K -31 -0.5%
AWM
610
Arista Wealth Management
Nevada
$528K -$9.68K -111 -2%
DWM
611
Drive Wealth Management
Utah
$527K +$207K +2,374 +65%
RFP
612
RCS Financial Planning
Maryland
$526K -$610 -7 -0.1%
BAWC
613
Boyce & Associates Wealth Consulting
Texas
$526K +$69.6K +798 +15%
AWM
614
Ariadne Wealth Management
California
$525K +$525K +6,064 New
KAM
615
Kraft Asset Management
Tennessee
$521K +$521K +5,975 New
TFP
616
Triune Financial Partners
Kansas
$516K +$1.92K +22 +0.4%
PGWM
617
Pitti Group Wealth Management
New York
$509K -$27.9K -320 -5%
JIC
618
Johnson Investment Counsel
Ohio
$508K +$508K +5,828 New
MPW
619
Magnolia Private Wealth
Pennsylvania
$505K -$179K -2,052 -26%
KWM
620
Kingsview Wealth Management
Oregon
$500K +$500K +5,739 New
Marshall Wace
621
Marshall Wace
United Kingdom
$496K +$496K +5,689 New
NWA
622
Navis Wealth Advisors
New York
$481K – – –
BWMG
623
Bannerman Wealth Management Group
Texas
$479K -$54K -620 -10%
MCM
624
Mattern Capital Management
Colorado
$477K +$54K +620 +13%
PB
625
Pinnacle Bancorp
Nebraska
$468K +$35.5K +407 +8%
23 24
25
26 27