AVUV icon

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
+$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 %
PS
726
Principal Securities
Iowa
$178K – – –
GWSG
727
GPS Wealth Strategies Group
Colorado
$159K +$349 +4 +0.2%
VNA
728
Valley National Advisers
Pennsylvania
$154K +$154K +1,768 New
CFB
729
Cullen/Frost Bankers
Texas
$151K +$18.4K +211 +14%
SWIM
730
Smallwood Wealth Investment Management
New Jersey
$121K +$121K +1,390 New
FHA
731
First Horizon Advisors
Tennessee
$111K -$46K -528 -29%
BlackRock
732
BlackRock
New York
$105K -$1.05K -12 -1%
HCA
733
Heck Capital Advisors
Wisconsin
$102K – – –
CWM
734
Crowley Wealth Management
Delaware
$95.9K – – –
PWAM
735
Private Wealth Asset Management
Iowa
$92.4K +$92.4K +1,060 New
CCM
736
Coldstream Capital Management
Washington
$82K +$82K +941 New
TWC
737
TD Waterhouse Canada
Ontario, Canada
$76K – – –
HNB
738
Huntington National Bank
Ohio
$65.8K -$63.7K – –
CIA
739
Cape Investment Advisory
Georgia
$64.6K -$18K -206 -22%
SAM
740
Smartleaf Asset Management
Massachusetts
$63.6K – – –
SIM
741
Synergy Investment Management
Florida
$63.5K +$20.9K +240 +49%
JWA
742
JFS Wealth Advisors
Pennsylvania
$59.7K +$59.7K +685 New
WPA
743
West Paces Advisors
Georgia
$56.9K – – –
BLC
744
Brown, Lisle/Cummings
Rhode Island
$53.1K – – –
WTC
745
WhitTier Trust Company
Nevada
$52K +$52K +596 New
WSFS
746
Wilmington Savings Fund Society
Delaware
$51.4K – – –
VFM
747
Vision Financial Markets
Connecticut
$50.8K +$50.8K +583 New
AWM
748
Angeles Wealth Management
California
$49.6K -$73.7K -846 -60%
TCM
749
TruNorth Capital Management
Michigan
$46.8K – – –
TCOV
750
Trust Company of Vermont
Vermont
$40.8K +$21.2K +243 +108%
28 29
30
31 32