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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 %
AWM
701
AE Wealth Management
Kansas
$301K -$143K -1,571 -32%
KFA
702
Kelleher Financial Advisors
New York
$297K -$255K -2,794 -46%
OSAM
703
O'Shaughnessy Asset Management
Connecticut
$295K -$1.28K -14 -0.4%
BJL
704
Brighton Jones LLC
Washington
$286K -$34.1K -374 -11%
OWM
705
Orgel Wealth Management
Wisconsin
$285K – – –
BPWM
706
Badgley Phelps Wealth Managers
Washington
$285K -$113K -1,237 -28%
MAM
707
Mainsail Asset Management
Alabama
$283K +$1.37K +15 +0.5%
AWM
708
Aegis Wealth Management
Maryland
$281K – – –
AIM
709
Anchor Investment Management
South Carolina
$277K – – –
GCM
710
Gibraltar Capital Management
Oklahoma
$275K +$10.8K +118 +4%
GWM
711
Grand Wealth Management
Michigan
$273K -$30K -329 -10%
HBCM
712
Heron Bay Capital Management
Michigan
$269K -$3.87M -42,446 -93%
UF
713
Univest Financial
Pennsylvania
$269K – – –
FWI
714
Facet Wealth Inc
Maryland
$268K -$105K -1,137 -28%
BEAM
715
Baker Ellis Asset Management
Washington
$267K -$169K -1,850 -39%
BIM
716
Baldwin Investment Management
Pennsylvania
$265K -$15.6K -171 -6%
PF
717
Prosperitas Financial
California
$263K -$4.56K -50 -2%
CWMS
718
Cannon Wealth Management Services
North Carolina
$259K +$91 +1 +0%
CFG
719
Citizens Financial Group
Rhode Island
$256K +$1K +11 +0.4%
CC
720
Cornerstone Capital
California
$255K – – –
BCM
721
Brookstone Capital Management
Illinois
$250K +$250K +2,748 New
SM
722
Sensible Money
Arizona
$249K +$249K +2,737 New
VWM
723
Verus Wealth Management
Wisconsin
$248K +$248K +2,724 New
RWM
724
Ritholtz Wealth Management
New York
$247K +$247K +2,715 New
CIBC Private Wealth Group
725
CIBC Private Wealth Group
Georgia
$240K -$62.9K -690 -21%
27 28
29
30 31