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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 %
UF
701
Univest Financial
Pennsylvania
$257K – – –
PF
702
Prosperitas Financial
California
$256K -$4.18K -48 -2%
AWA
703
Acorn Wealth Advisors
Michigan
$254K +$254K +2,915 New
SEIA
704
Signature Estate & Investment Advisors
California
$253K +$253K +2,903 New
GCM
705
Gibraltar Capital Management
Oklahoma
$253K +$3.75K +43 +2%
CIBC Private Wealth Group
706
CIBC Private Wealth Group
Georgia
$250K +$122K +1,625 +96%
WHCI
707
W.H. Cornerstone Investments
Massachusetts
$250K -$1.07M -12,243 -81%
GFM
708
GEN Financial Management
Minnesota
$247K +$247K +2,830 New
FMTC
709
Farmers & Merchants Trust Company
California
$247K -$32.2K -369 -12%
BFG
710
Berger Financial Group
Minnesota
$246K -$22.2K -255 -8%
CC
711
Cornerstone Capital
California
$244K -$161K -1,847 -40%
CFG
712
Citizens Financial Group
Rhode Island
$244K -$70.9K -814 -23%
CWMS
713
Cannon Wealth Management Services
North Carolina
$240K -$24.1K -285 -9%
NRG
714
Nemes Rush Group
Michigan
$233K +$62.2K +714 +36%
AL
715
Aspiriant LLC
California
$228K +$228K +2,613 New
GWA
716
GGM Wealth Advisors
Maryland
$228K -$104K -1,252 -31%
Goldman Sachs
717
Goldman Sachs
New York
$218K +$218K +2,500 New
AIM
718
Aspen Investment Management
Michigan
$216K +$216K +2,479 New
RWM
719
Ruedi Wealth Management
Illinois
$213K -$51.2K -587 -19%
ESB
720
Essex Savings Bank
Connecticut
$212K -$16.6K -191 -7%
Bessemer Group
721
Bessemer Group
New Jersey
$210K -$5.66K -65 -3%
HKIMG
722
Hutchens & Kramer Investment Management Group
Indiana
$206K +$6.1K +70 +3%
IRAG
723
Investment Research & Advisory Group
Georgia
$203K +$70.8K +812 +53%
EF
724
Empirical Finance
Pennsylvania
$203K – – –
AIM
725
Acropolis Investment Management
Missouri
$189K – – –
27 28
29
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