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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
+$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 %
CTC
751
Central Trust Company
Missouri
$38.1K +$15.2K +174 +66%
QCG
752
Quadrant Capital Group
Ohio
$37.7K – – –
NP
753
NorthRock Partners
Minnesota
$35.3K +$17.9K +205 +103%
PMFA
754
Plante Moran Financial Advisors
Michigan
$35K -$3.31K -38 -9%
GTAM
755
Global Trust Asset Management
Florida
$34.9K -$327K -3,750 -90%
NRWA
756
North Ridge Wealth Advisors
Oregon
$34.9K – – –
SWM
757
Spire Wealth Management
Virginia
$31.3K +$5.14K +59 +20%
GSWM
758
Golden State Wealth Management
California
$30.9K +$30.9K +355 New
NS
759
NBC Securities
Alabama
$28K +$28K +324 New
CB
760
CNB Bank
Pennsylvania
$26.4K – – –
BAM
761
Bellevue Asset Management
Washington
$26.3K +$87 +1 +0.3%
NWM
762
Nova Wealth Management
Florida
$26.1K -$785 -9 -3%
SIC
763
SJS Investment Consulting
Ohio
$26K – – –
AA
764
Addison Advisors
Vermont
$24.5K – – –
BCMLT
765
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.9K – – –
MFC
766
Morris Financial Concepts
South Carolina
$22.8K -$2.18K -25 -9%
CWM
767
CarsonAllaria Wealth Management
Illinois
$21.5K – – –
CFP
768
Comprehensive Financial Planning
Pennsylvania
$21.4K -$33.7K -386 -61%
MFA
769
Morling Financial Advisors
California
$20.5K – – –
HBW
770
Hazlett, Burt & Watson
West Virginia
$19K +$19K +206 New
SS
771
Sunbelt Securities
Texas
$18.3K +$87 +1 +0.5%
MG
772
Mather Group
Illinois
$17.3K -$54.5K -625 -76%
GM
773
GeoWealth Management
Illinois
$17.2K – – –
SIS
774
Sound Income Strategies
Florida
$17.1K – – –
JFG
775
JDM Financial Group
Texas
$15.1K -$17.1K -196 -53%
29 30
31
32 33