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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 %
CFP
801
Comprehensive Financial Planning
Pennsylvania
$22.4K +$91 +1 +0.4%
NS
802
NBC Securities
Alabama
$22K -$6.98K -78 -24%
SS
803
Sunbelt Securities
Texas
$20.2K -$97 -1 -0.5%
CAM
804
Clarity Asset Management
Iowa
$19.5K +$19.5K +214 New
PC
805
Promus Capital
Illinois
$18.1K +$18.1K +199 New
GM
806
GeoWealth Management
Illinois
$17.9K – – –
AG
807
AmeriFlex Group
Nevada
$17.7K +$5.92K +65 +50%
HT
808
Headlands Technologies
Illinois
$16.1K +$16.1K +177 New
TIM
809
Total Investment Management
Arizona
$16K +$16K +176 New
TCM
810
Traub Capital Management
Massachusetts
$15.9K +$15.9K +175 New
JFG
811
JDM Financial Group
Texas
$15.8K – – –
LWMI
812
Legacy Wealth Management (Idaho)
Idaho
$15.3K +$8.84K +97 +137%
LIS
813
Legacy Investment Solutions
Idaho
$15.3K +$15.3K +168 New
TPWA
814
Twin Peaks Wealth Advisors
California
$13.9K +$13.9K +146 New
OLVIG
815
Oliver Lagore Vanvalin Investment Group
Michigan
$13.3K +$13.3K +153 New
AWM
816
Abound Wealth Management
Tennessee
$12.8K – – –
FCT
817
First Community Trust
Iowa
$11.9K +$11.9K +131 New
HHGA
818
Halbert Hargrove Global Advisors
California
$11.6K – – –
AF
819
Advisornet Financial
Minnesota
$9.75K – – –
GIM
820
Glenmede Investment Management
Pennsylvania
$9.66K +$9.66K +106 New
GI
821
GAMMA Investing
California
$9.57K – – –
1IA
822
1620 Investment Advisors
Massachusetts
$9.57K +$9.57K +105 New
OIA
823
Optimum Investment Advisors
Illinois
$9.02K – – –
ACM
824
Anfield Capital Management
California
$8.29K – – –
WOSD
825
WFA of San Diego
California
$8.2K +$8.2K +90 New
31 32
33
34 35