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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 %
SG
651
StoneX Group
New York
$372K +$372K +4,270 New
GWANC
652
Guardian Wealth Advisors (North Carolina)
North Carolina
$368K +$368K +4,224 New
S
653
SignatureFD
Georgia
$366K -$59.6K -684 -14%
AWE
654
Avidian Wealth Enterprises
Texas
$365K -$30.7K -352 -8%
RPA
655
Redwood Park Advisors
California
$359K -$19K -218 -5%
CT
656
Colonial Trust
South Carolina
$357K – – –
KP
657
Keel Point
Alabama
$354K +$354K +4,057 New
FS
658
Financial Symmetry
North Carolina
$352K +$82.2K +943 +30%
KFGK
659
Keystone Financial Group (Kentucky)
Kentucky
$350K -$79.3K -910 -18%
PFBT
660
Parkside Financial Bank & Trust
Missouri
$345K -$75.8K -870 -18%
FWI
661
Facet Wealth Inc
Maryland
$343K -$117K -1,381 -25%
FFO
662
Fortitude Family Office
Arizona
$338K +$329K +3,777 +3,777%
CCA
663
Cora Capital Advisors
New Jersey
$335K -$1.31K -15 -0.4%
BTI
664
Blue Trust Inc
Georgia
$335K -$29K -333 -8%
SIA
665
SeaBridge Investment Advisors
New Jersey
$333K – – –
BWS
666
BCR Wealth Strategies
Alabama
$330K – – –
LWM
667
Liberty Wealth Management
California
$330K +$1.22K +14 +0.4%
CB
668
Commerce Bank
Missouri
$327K -$28K -321 -8%
SWAG
669
Spectrum Wealth Advisory Group
California
$326K -$3.48M -39,916 -91%
PA
670
Parallel Advisors
California
$321K -$423K -4,848 -57%
CT
671
Clearstead Trust
Maine
$321K – – –
AAS
672
Asset Allocation Strategies
Michigan
$318K +$4.45K +51 +1%
NLP
673
Next Level Private
New York
$317K +$1.05K +12 +0.3%
DRP
674
Decker Retirement Planning
Utah
$317K +$23.3K +267 +8%
KCM
675
KM Capital Management
Texas
$315K +$315K +3,616 New
25 26
27
28 29