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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
11.35%
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 %
OA
826
Operose Advisors
Wisconsin
$5.83K – – –
VWM
827
Vermillion Wealth Management
Minnesota
$5.74K – – –
TIM
828
Thompson Investment Management
Wisconsin
$5.74K – – –
PP
829
Pacifica Partners
Canada
$3.83K +$3.83K +42 New
WP
830
WealthShield Partners
North Carolina
$2.84K +$2.84K +31 New
S
831
SignatureFD
Georgia
$2.83K -$380K -4,165 -99%
PA
832
Pineridge Advisors
Missouri
$2.22K – – –
MEG
833
Millstone Evans Group
Colorado
$2K +$2K +22 New
HB
834
Horizon Bancorp
Indiana
$2K +$2K +22 New
SIC
835
Salem Investment Counselors
North Carolina
$1.91K – – –
TRCT
836
Tower Research Capital (TRC)
New York
$1.46K -$822K -9,019 -100%
AWM
837
Atticus Wealth Management
Florida
$1.28K +$1.28K +14 New
CPG
838
Cornerstone Planning Group
New Jersey
$1.2K +$1.2K +13 New
LFA
839
LGT Financial Advisors
Texas
$1.15K -$265 -3 -19%
EWA
840
EQ Wealth Advisors
Texas
$1.1K +$275 +3 +33%
BGWM
841
Bridge Generations Wealth Management
Florida
$1K – – –
AA
842
Addison Advisors
Vermont
$578 -$26.5K -275 -98%
SAS
843
Spurstone Advisory Services
Connecticut
$546 – – –
DFA
844
DHJJ Financial Advisors
Illinois
$374 – – –
WT
845
Whittier Trust
California
$273 – – –
AGWCA
846
Annis Gardner Whiting Capital Advisors
Florida
$183 +$183 +2 New
RDFA
847
Ritter Daniher Financial Advisory
Ohio
$92 +$92 +1 New
BWL
848
Bogart Wealth LLC
Virginia
$1 -$88 -1 Closed
BU
849
Brown University
Rhode Island
– -$26.3M -301,800 Closed
FAM
850
Flaharty Asset Management
Florida
– -$16.4M -187,997 Closed
32 33
34
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