AVUV icon

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 %
IC
626
IEQ Capital
California
$466K -$145K -1,658 -24%
OA
627
Oceanside Advisors
South Carolina
$465K +$10.1K +116 +2%
FFA
628
Fortune Financial Advisors
Kansas
$464K +$464K +5,328 New
TSWM
629
Tyler-Stone Wealth Management
Ohio
$463K +$21.5K +247 +5%
WIA
630
Wealthedge Investment Advisors
New York
$453K +$453K +5,196 New
AGP
631
Autumn Glory Partners
Texas
$440K +$440K +5,046 New
Fidelity Investments
632
Fidelity Investments
Massachusetts
$439K -$151K -1,737 -26%
FIA
633
Foundations Investment Advisors
Arizona
$439K +$165K +1,896 +60%
ACA
634
Aptus Capital Advisors
Alabama
$437K +$246K +2,819 +128%
ECM
635
Evergreen Capital Management
Washington
$436K – – –
AW
636
Atlas Wealth
Ohio
$430K – – –
DFG
637
Delta Financial Group
New Jersey
$426K +$65.3K +725 +18%
AWM
638
AE Wealth Management
Kansas
$425K +$168K +1,930 +66%
TCM
639
Tandem Capital Management
New Jersey
$425K +$3.49K +40 +0.8%
GC
640
Grimes & Company
Massachusetts
$422K +$1.57K +18 +0.4%
BEAM
641
Baker Ellis Asset Management
Washington
$417K +$39.2K +450 +10%
SRCM
642
Signature Resources Capital Management
California
$409K +$349K +4,009 +583%
AIM
643
Archer Investment Management
Texas
$400K -$852K -9,774 -68%
GWMR
644
GC Wealth Management RIA
Massachusetts
$394K – – –
BWM
645
Brickley Wealth Management
California
$382K +$872 +10 +0.2%
CWI
646
Conscious Wealth Investments
Florida
$381K +$63.4K +733 +20%
LPFG
647
Landing Point Financial Group
Ohio
$381K +$143K +1,645 +60%
BPWM
648
Badgley Phelps Wealth Managers
Washington
$381K -$1.13K -13 -0.3%
PWP
649
Parkwoods Wealth Partners
New York
$379K +$379K +4,349 New
PTC
650
Private Trust Company
Ohio
$377K -$83.6K -959 -18%
24 25
26
27 28