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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 %
AWM
776
Abound Wealth Management
Tennessee
$12.3K – – –
AG
777
AmeriFlex Group
Nevada
$11.4K +$11.4K +130 New
HHGA
778
Halbert Hargrove Global Advisors
California
$11.1K – – –
PIS
779
POM Investment Strategies
North Carolina
$10.4K +$10.4K +119 New
IWP
780
IAG Wealth Partners
Wisconsin
$9.85K -$51.6K -592 -84%
AF
781
Advisornet Financial
Minnesota
$9.33K +$8.46K +97 +970%
GI
782
GAMMA Investing
California
$9.15K – – –
OIA
783
Optimum Investment Advisors
Illinois
$8.63K – – –
LC
784
Lindbrook Capital
California
$8.43K – – –
TFA
785
Toth Financial Advisory
Virginia
$7.93K +$7.93K +91 New
ACM
786
Anfield Capital Management
California
$7.93K – – –
LWMI
787
Legacy Wealth Management (Idaho)
Idaho
$6.19K – – –
OA
788
Operose Advisors
Wisconsin
$5.58K – – –
TIM
789
Thompson Investment Management
Wisconsin
$5.49K – – –
VWM
790
Vermillion Wealth Management
Minnesota
$5.49K +$5.49K +63 New
Russell Investments Group
791
Russell Investments Group
United Kingdom
$3.87K +$3.78K +43 +4,300%
KWM
792
Kiker Wealth Management
Georgia
$3.49K +$3.49K +40 New
PA
793
Pineridge Advisors
Missouri
$2.12K – – –
SIC
794
Salem Investment Counselors
North Carolina
$1.83K – – –
LFA
795
LGT Financial Advisors
Texas
$1.41K – – –
HC
796
Hurley Capital
New York
$1.4K +$1.4K +16 New
WTFG
797
Wood Tarver Financial Group
Idaho
$1.31K – – –
BGWM
798
Bridge Generations Wealth Management
Florida
$959 – – –
EWA
799
EQ Wealth Advisors
Texas
$785 +$785 +9 New
SAS
800
Spurstone Advisory Services
Connecticut
$523 +$523 +6 New
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