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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

846 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, 245 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% 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
245
Closed
47
Calls
$2.67M
Puts
$1.46M
Net Calls
+$1.21M
Net Calls Change
+$391K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.33B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$55.3M
3
LPL Financial
3
LPL Financial
California
$445M
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$43.3M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$176M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$250M
2
BU
2
Brown University
Rhode Island
$0
3
Bank of America
3
Bank of America
North Carolina
$200M
4
FAM
4
Flaharty Asset Management
Florida
$0
5
CCWM
5
Correct Capital Wealth Management
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
726
Zacks Investment Management
Illinois
$236K +$236K +2,590 New
M&T Bank
727
M&T Bank
New York
$234K +$234K +2,571 New
CWMP
728
Clarion Wealth Managment Partners
Virginia
$233K +$233K +2,562 New
CFG
729
Carter Financial Group
Illinois
$233K +$233K +2,557 New
WIM
730
WealthPlan Investment Management
Nebraska
$232K +$232K +2,546 New
HPM
731
Hoxton Planning & Management
West Virginia
$230K +$230K +2,526 New
SFM
732
Signet Financial Management
New Jersey
$229K -$90.2K -990 -28%
SWAG
733
Spectrum Wealth Advisory Group
California
$227K -$113K -1,243 -33%
ESB
734
Essex Savings Bank
Connecticut
$222K – – –
GS
735
GWN Securities
Florida
$221K +$221K +2,413 New
BFG
736
Berger Financial Group
Minnesota
$220K -$36.6K -402 -14%
CCP
737
Cushing Capital Partners
Wisconsin
$220K +$220K +2,418 New
Bessemer Group
738
Bessemer Group
New Jersey
$220K – – –
TSS
739
Two Sigma Securities
New York
$215K +$215K +2,359 New
PAG
740
Powers Advisory Group
Illinois
$213K +$213K +2,343 New
IRAG
741
Investment Research & Advisory Group
Georgia
$213K – – –
NRG
742
Nemes Rush Group
Michigan
$211K -$32.9K -361 -13%
BW
743
BIP Wealth
Georgia
$211K +$211K +2,314 New
BPW
744
BLVD Private Wealth
Kentucky
$209K +$209K +2,291 New
DAS
745
Diversify Advisory Services
Utah
$207K +$207K +2,173 New
JSA
746
Jim Saulnier & Associates
Colorado
$207K +$207K +2,271 New
FLI
747
Family Legacy Inc
South Carolina
$205K +$205K +2,255 New
CSP
748
Cary Street Partners
Virginia
$205K +$205K +2,250 New
DWM
749
Drive Wealth Management
Utah
$204K -$347K -3,811 -63%
HWMG
750
Hurlow Wealth Management Group
Indiana
$204K +$204K +2,235 New
28 29
30
31 32