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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

804 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, 449 increasing their positions, 222 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
+8
Holders Change %
+1.01%
% of All Funds
10.92%
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
449
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
$496M
2
Creative Planning
Creative Planning
Kansas
$980M
3
SFA
Sequoia Financial Advisors
Ohio
$75.9M
4
HWM
HB Wealth Management
Georgia
$65.5M
5
CAM
Cresset Asset Management
Illinois
$50.2M

Top Sellers

1
CW
Curio Wealth
Maryland
$2.74M
2
CM
Churchill Management
California
$0
3
TIA
Traphagen Investment Advisors
New Jersey
$4.49M
4
HIGP
Hill Investment Group Partners
Missouri
$25.6M
5
Morgan Stanley
Morgan Stanley
New York
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$33.7M -$2.99M -34,297 -8%
FPGK
52
Financial Partners Group (Kansas)
Kansas
$33.4M +$827K +9,487 +3%
RLIM
53
Red Lighthouse Investment Management
New York
$32.2M +$397K +4,241 +1%
TH
54
Team Hewins
California
$30.6M -$589K -6,761 -2%
MIC
55
Means Investment Company
Maine
$30.3M +$18.1M +207,756 +149%
OFS
56
Orrstown Financial Services
Pennsylvania
$30.2M +$5.32M +61,012 +21%
PP
57
PrairieView Partners
Minnesota
$29M -$667K -7,647 -2%
QHA
58
Quarry Hill Advisors
Minnesota
$28.7M +$2.01M +23,069 +8%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$28.1M +$1.82M +20,871 +7%
CC
60
Callan Capital
California
$26.8M -$571K -6,556 -2%
BU
61
Brown University
Rhode Island
$26.3M – – –
SHFA
62
Sherrill & Hutchins Financial Advisory
Georgia
$26.3M +$648K +7,435 +3%
NEWAS
63
N.E.W. Advisory Services
Wisconsin
$26M +$5.9M +67,642 +29%
HIGP
64
Hill Investment Group Partners
Missouri
$25.6M -$33.8M -388,168 -57%
EWM
65
Empirical Wealth Management
Washington
$25.6M +$2.41M +27,640 +10%
GT
66
Glenview Trust
Kentucky
$25.5M +$1.9M +21,755 +8%
WFA
67
WMG Financial Advisors
Tennessee
$25.5M +$1.67M +19,176 +7%
CCMI
68
Creative Capital Management Investments
California
$24.1M -$306K -3,509 -1%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$24M +$5.46M +62,632 +29%
GP
70
Greenline Partners
New York
$23.9M +$19.6M +225,237 +460%
EWS
71
Eagle Wealth Strategies
New Jersey
$23.7M +$401K +4,600 +2%
MCM
72
MAI Capital Management
Ohio
$23.5M +$1.32M +15,107 +6%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$23.4M +$1.32M +15,108 +6%
AWM
74
Apollon Wealth Management
South Carolina
$23.4M +$6.88M +78,978 +42%
AWM
75
Avior Wealth Management
Nebraska
$23.2M +$7.13M +81,812 +45%
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