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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 %
TCWM
726
Total Clarity Wealth Management
Illinois
$239K -$265K -2,906 -53%
AL
727
Aspiriant LLC
California
$238K -$273 -3 -0.1%
ZIM
728
Zacks Investment Management
Illinois
$236K +$236K +2,590 New
M&T Bank
729
M&T Bank
New York
$234K +$234K +2,571 New
CWMP
730
Clarion Wealth Managment Partners
Virginia
$233K +$233K +2,562 New
CFG
731
Carter Financial Group
Illinois
$233K +$233K +2,557 New
WIM
732
WealthPlan Investment Management
Nebraska
$232K +$232K +2,546 New
HPM
733
Hoxton Planning & Management
West Virginia
$230K +$230K +2,526 New
SFM
734
Signet Financial Management
New Jersey
$229K -$90.2K -990 -28%
SWAG
735
Spectrum Wealth Advisory Group
California
$227K -$113K -1,243 -33%
ESB
736
Essex Savings Bank
Connecticut
$222K – – –
GS
737
GWN Securities
Florida
$221K +$221K +2,413 New
BFG
738
Berger Financial Group
Minnesota
$220K -$36.6K -402 -14%
CCP
739
Cushing Capital Partners
Wisconsin
$220K +$220K +2,418 New
Bessemer Group
740
Bessemer Group
New Jersey
$220K – – –
TSS
741
Two Sigma Securities
New York
$215K +$215K +2,359 New
PAG
742
Powers Advisory Group
Illinois
$213K +$213K +2,343 New
IRAG
743
Investment Research & Advisory Group
Georgia
$213K – – –
NRG
744
Nemes Rush Group
Michigan
$211K -$32.9K -361 -13%
BW
745
BIP Wealth
Georgia
$211K +$211K +2,314 New
BPW
746
BLVD Private Wealth
Kentucky
$209K +$209K +2,291 New
DAS
747
Diversify Advisory Services
Utah
$207K +$207K +2,173 New
JSA
748
Jim Saulnier & Associates
Colorado
$207K +$207K +2,271 New
FLI
749
Family Legacy Inc
South Carolina
$205K +$205K +2,255 New
CSP
750
Cary Street Partners
Virginia
$205K +$205K +2,250 New
28 29
30
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