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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 %
RPA
651
Redwood Park Advisors
California
$454K +$78.3K +859 +21%
TSWM
652
Tyler-Stone Wealth Management
Ohio
$453K -$31.2K -342 -6%
SEIA
653
Signature Estate & Investment Advisors
California
$449K +$185K +2,031 +70%
ACA
654
Aptus Capital Advisors
Alabama
$449K -$7.47K -82 -2%
PB
655
Pinnacle Bancorp
Nebraska
$447K -$42K -461 -9%
LFS
656
Legacy Financial Strategies
Kansas
$446K -$1.73M -18,964 -79%
GC
657
Grimes & Company
Massachusetts
$443K +$2.1K +23 +0.5%
GWMR
658
GC Wealth Management RIA
Massachusetts
$440K +$28.4K +312 +7%
PWP
659
Parkwoods Wealth Partners
New York
$431K +$34.9K +383 +9%
CWI
660
Conscious Wealth Investments
Florida
$428K +$10.8K +114 +3%
BWM
661
Brickley Wealth Management
California
$419K +$20K +219 +5%
SRCM
662
Signature Resources Capital Management
California
$416K -$11.5K -126 -3%
SWM
663
Selective Wealth Management
Virginia
$416K +$69.4K +732 +20%
PTC
664
Private Trust Company
Ohio
$402K +$7.93K +87 +2%
SFS
665
Summit Financial Strategies
Ohio
$401K +$401K +4,405 New
AWA
666
Acorn Wealth Advisors
Michigan
$393K +$128K +1,400 +48%
BWMG
667
Bannerman Wealth Management Group
Texas
$390K -$110K -1,213 -22%
CT
668
Clearstead Trust
Maine
$388K +$52.7K +579 +16%
MQWP
669
Morey & Quinn Wealth Partners
Nebraska
$386K +$386K +4,241 New
AWE
670
Avidian Wealth Enterprises
Texas
$382K +$273 +3 +0.1%
CT
671
Colonial Trust
South Carolina
$379K +$5.92K +65 +2%
GWANC
672
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K -$15.5K -170 -4%
MPW
673
Magnolia Private Wealth
Pennsylvania
$369K -$159K -1,750 -30%
SI
674
Seeds Investor
New York
$367K +$367K +4,027 New
CB
675
Commerce Bank
Missouri
$356K +$13.8K +152 +4%
25 26
27
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