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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

847 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, 445 increasing their positions, 246 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+43
Holders Change %
+5.35%
% of All Funds
11.36%
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
445
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 %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$34.9M -$1.79M -18,849 -5%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$34.7M +$9.59M +105,223 +38%
SC
53
Savant Capital
Illinois
$34.5M +$13M +142,935 +61%
AC
54
AlphaCore Capital
California
$34.2M +$30.2M +331,819 +764%
TH
55
Team Hewins
California
$33.8M +$1.86M +20,454 +6%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$33.8M +$9.29M +101,955 +38%
MIC
57
Means Investment Company
Maine
$32.8M +$1.15M +12,657 +4%
OFS
58
Orrstown Financial Services
Pennsylvania
$32.8M +$1.24M +13,617 +4%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$32.6M +$3.26M +35,804 +11%
QHA
60
Quarry Hill Advisors
Minnesota
$31.4M +$1.46M +16,049 +5%
PP
61
PrairieView Partners
Minnesota
$31.2M +$855K +9,381 +3%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$31.1M +$8.64M +94,797 +38%
RIM
63
RW Investment Management
Idaho
$30.5M +$8.7M +95,513 +40%
RLIM
64
Red Lighthouse Investment Management
New York
$30.2M -$1.09M -11,930 -3%
EWM
65
Empirical Wealth Management
Washington
$30.1M +$3.33M +36,530 +12%
AWM
66
Avior Wealth Management
Nebraska
$29.9M +$5.72M +62,837 +24%
GT
67
Glenview Trust
Kentucky
$29.1M +$2.41M +26,444 +9%
SHFA
68
Sherrill & Hutchins Financial Advisory
Georgia
$28.8M +$1.31M +14,357 +5%
WFA
69
WMG Financial Advisors
Tennessee
$27.8M +$1.17M +12,821 +4%
HPA
70
High Probability Advisors
New York
$27.2M +$5.12M +56,202 +23%
BP
71
BWM Planning
Texas
$27.1M +$18.3M +200,510 +207%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$26.7M +$8.25M +90,568 +45%
NEWAS
73
N.E.W. Advisory Services
Wisconsin
$26.5M -$692K -7,591 -3%
CCMI
74
Creative Capital Management Investments
California
$26.2M +$964K +10,579 +4%
MCM
75
MAI Capital Management
Ohio
$25.9M +$1.27M +13,967 +5%
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