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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

848 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, 446 increasing their positions, 246 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+43
Holders Change %
+5.34%
% of All Funds
11.37%
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
446
Reduced
246
Closed
47
Calls
$2.67M
Puts
$1.46M
Net Calls
+$1.21M
Net Calls Change
+$391K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$306M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$46.1M
3
LPL Financial
LPL Financial
California
+$45.2M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$43.3M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$43.8M
2
BU
Brown University
Rhode Island
-$26.3M
3
Bank of America
Bank of America
North Carolina
-$17.4M
4
FAM
Flaharty Asset Management
Florida
-$16.4M
5
CCWM
Correct Capital Wealth Management
Missouri
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGWM
626
Pitti Group Wealth Management
New York
$537K +$5.19K +57 +1%
BCA
627
Bay Colony Advisors
Massachusetts
$536K +$536K +5,884 New
PA
628
Paragon Advisors
Texas
$534K -$16M -175,129 -97%
TAM
629
Titleist Asset Management
Texas
$531K -$3.85M -42,307 -88%
JIC
630
Johnson Investment Counsel
Ohio
$521K -$10.1K -111 -2%
MCM
631
Mattern Capital Management
Colorado
$517K +$18.4K +202 +4%
OFS
632
OneAscent Financial Services
Alabama
$515K -$241K -2,648 -32%
GFM
633
GEN Financial Management
Minnesota
$508K +$250K +2,742 +97%
NWA
634
Navis Wealth Advisors
New York
$502K – – –
OMC
635
Old Mission Capital
Illinois
$501K +$501K +5,499 New
Cerity Partners
636
Cerity Partners
New York
$498K +$186K +2,041 +60%
AWM
637
Able Wealth Management
New Jersey
$491K -$740K -8,123 -60%
LPFG
638
Landing Point Financial Group
Ohio
$489K +$90.8K +997 +23%
FFA
639
Fortune Financial Advisors
Kansas
$489K +$3.37K +37 +0.7%
FIA
640
Foundations Investment Advisors
Arizona
$488K +$29.7K +326 +6%
FS
641
Financial Symmetry
North Carolina
$488K +$120K +1,317 +33%
IC
642
IEQ Capital
California
$488K +$547 +6 +0.1%
OA
643
Oceanside Advisors
South Carolina
$479K -$7.2K -79 -1%
PA
644
Parallel Advisors
California
$477K +$141K +1,549 +42%
OBWG
645
Onyx Bridge Wealth Group
New York
$477K +$477K +5,234 New
SMC
646
Smith, Moore & Co
Missouri
$461K -$4.77M -52,373 -91%
AGP
647
Autumn Glory Partners
Texas
$460K – – –
AW
648
Atlas Wealth
Ohio
$459K – – –
SC
649
Scotia Capital
Ontario, Canada
$456K +$456K +5,007 New
ECM
650
Evergreen Capital Management
Washington
$456K – – –
24 25
26
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