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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 %
CWA
676
Centennial Wealth Advisory
Michigan
$315K +$315K +3,610 New
GWS
677
Glassman Wealth Services
Virginia
$314K – – –
PPH
678
Pure Portfolios Holdings
Oregon
$310K -$103K -1,187 -25%
BJL
679
Brighton Jones LLC
Washington
$306K +$59K +677 +24%
SFM
680
Signet Financial Management
New Jersey
$305K -$99.6K -1,143 -25%
OWA
681
Opal Wealth Advisors
New York
$303K -$8.14M -93,437 -96%
MFG
682
MidWestOne Financial Group
Iowa
$302K – – –
CFGA
683
Cambridge Financial Group (Arizona)
Arizona
$301K +$22.6K +259 +8%
Cerity Partners
684
Cerity Partners
New York
$299K -$129K -1,483 -30%
ATI
685
ARK & TLK Investments
Oklahoma
$293K – – –
SA
686
Stewardship Advisors
Pennsylvania
$292K -$280K -3,208 -49%
GWM
687
Grand Wealth Management
Michigan
$289K +$22.9K +263 +9%
SWM
688
Selective Wealth Management
Virginia
$288K -$267K -3,386 -48%
BWP
689
Balboa Wealth Partners
Arizona
$288K -$49.3K -565 -15%
AssetMark Inc
690
AssetMark Inc
California
$286K +$176K +2,022 +161%
OSAM
691
O'Shaughnessy Asset Management
Connecticut
$284K -$127K -1,460 -31%
TWA
692
Trellis Wealth Advisors
California
$283K +$15.5K +178 +6%
AWM
693
Aegis Wealth Management
Maryland
$281K – – –
SWM
694
Sculati Wealth Management
Michigan
$279K +$279K +3,201 New
NRI
695
NFP Retirement Inc
California
$278K +$67.9K +779 +32%
OWM
696
Orgel Wealth Management
Wisconsin
$273K -$70.6K -810 -21%
MAM
697
Mainsail Asset Management
Alabama
$269K -$265K -3,036 -50%
BIM
698
Baldwin Investment Management
Pennsylvania
$269K -$76.9K -882 -22%
AIM
699
Anchor Investment Management
South Carolina
$265K – – –
AFG
700
Atomi Financial Group
New York
$258K +$258K +2,957 New
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