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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
$496M
2
Creative Planning
Creative Planning
Kansas
$980M
3
SFA
Sequoia Financial Advisors
Ohio
$75.9M
4
HWM
HB Wealth Management
Georgia
$65.5M
5
CAM
Cresset Asset Management
Illinois
$50.2M

Top Sellers

1
CW
Curio Wealth
Maryland
$2.74M
2
CM
Churchill Management
California
$0
3
TIA
Traphagen Investment Advisors
New Jersey
$4.49M
4
HIGP
Hill Investment Group Partners
Missouri
$25.6M
5
Morgan Stanley
Morgan Stanley
New York
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
801
DHJJ Financial Advisors
Illinois
$356 – – –
CAWM
802
Capital A Wealth Management
Pennsylvania
$349 -$262 -3 -43%
WT
803
Whittier Trust
California
$261 -$65.3K -750 -100%
BWL
804
Bogart Wealth LLC
Virginia
$88 – – –
Citigroup
805
Citigroup
New York
$87 -$261 -3 -75%
CM
806
Churchill Management
California
– -$218M -2,262,344 Closed
WP
807
WMS Partners
Maryland
– -$71.1M -736,369 Closed
HCM
808
Hengehold Capital Management
Ohio
– -$13.7M -141,992 Closed
PAS
809
Park Avenue Securities
New York
– -$10M -103,797 Closed
RA
810
RFG Advisory
Alabama
– -$9.24M -95,748 Closed
CWA
811
Core Wealth Advisors
Florida
– -$7.75M -80,257 Closed
RBWA
812
RFG - Bristol Wealth Advisors
Massachusetts
– -$6.17M -63,903 Closed
Janney Montgomery Scott
813
Janney Montgomery Scott
Pennsylvania
– -$5.52M -57,196 Closed
OPAM
814
Ocean Park Asset Management
California
– -$5.19M -53,721 Closed
SFM
815
Systematic Financial Management
New Jersey
– -$4.47M -46,310 Closed
NEPWA
816
New England Private Wealth Advisors
Massachusetts
– -$4.3M -44,521 Closed
SRSA
817
S.R. Schill & Associates
Washington
– -$3.91M -40,539 Closed
MHS
818
M Holdings Securities
Oregon
– -$3.55M -36,745 Closed
RWP
819
Ridgeline Wealth Planning
Ohio
– -$1.68M -17,388 Closed
DWM
820
DKM Wealth Management
California
– -$1.31M -13,543 Closed
BSG
821
Black Swift Group
Colorado
– -$1.3M -13,490 Closed
CS
822
Capital Square
Tennessee
– -$1.2M -12,047 Closed
KCM
823
Kendall Capital Management
Maryland
– -$965K -10,000 Closed
JFG
824
Jefferies Financial Group
New York
– -$920K -9,530 Closed
IC
825
Innealta Capital
Texas
– -$793K -8,216 Closed
31 32
33
34 35