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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 %
CFGS
826
Concourse Financial Group Securities
Alabama
– -$672K -6,727 Closed
IAS
827
Insigneo Advisory Services
Florida
– -$543K -5,623 Closed
IFA
828
Index Fund Advisors
California
– -$492K -5,099 Closed
VA
829
Valmark Advisers
Ohio
– -$372K -3,852 Closed
PFS
830
Prospera Financial Services
Texas
– -$265K -2,741 Closed
TI
831
Trexquant Investment
Connecticut
– -$257K -2,658 Closed
PAG
832
Private Advisory Group
Washington
– -$254K -2,630 Closed
CA
833
Carson Advisory
Georgia
– -$228K -2,359 Closed
NP
834
Nilsine Partners
Colorado
– -$222K -2,300 Closed
BIM
835
Bridges Investment Management
Nebraska
– -$222K -2,299 Closed
FCI
836
Financial Counselors Inc
Kansas
– -$220K -2,281 Closed
JSA
837
Jim Saulnier & Associates
Colorado
– -$217K -2,251 Closed
AWG
838
Altus Wealth Group
Colorado
– -$217K -2,250 Closed
HWMG
839
Hurlow Wealth Management Group
Indiana
– -$216K -2,235 Closed
CD
840
Chapin Davis
Maryland
– -$202K -2,105 Closed
HT
841
Headlands Technologies
Illinois
– -$146K -1,510 Closed
MCM
842
MidAtlantic Capital Management
Virginia
– -$118K -1,221 Closed
CB
843
Centennial Bank
Arkansas
– -$83.6K -866 Closed
CAM
844
Creekmur Asset Management
Illinois
– -$61.3K -635 Closed
SSB
845
Sandy Spring Bank
Maryland
– -$38.6K -400 Closed
PAG
846
Paladin Advisory Group
Iowa
– -$29.4K -305 Closed
AWM
847
Accredited Wealth Management
Kentucky
– -$24.1K -250 Closed
NC
848
NewSquare Capital
Pennsylvania
– -$20.1K -208 Closed
MPWT
849
MassMutual Private Wealth & Trust
Connecticut
– -$14.5K -150 Closed
RF
850
Roxbury Financial
New Jersey
– -$14K -133 Closed
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