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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

848 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, 446 increasing their positions, 246 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+43
Holders Change %
+5.34%
% of All Funds
11.37%
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
446
Reduced
246
Closed
47
Calls
$2.67M
Puts
$1.46M
Net Calls
+$1.21M
Net Calls Change
+$391K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$306M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$46.1M
3
LPL Financial
LPL Financial
California
+$45.2M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$43.3M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$43.8M
2
BU
Brown University
Rhode Island
-$26.3M
3
Bank of America
Bank of America
North Carolina
-$17.4M
4
FAM
Flaharty Asset Management
Florida
-$16.4M
5
CCWM
Correct Capital Wealth Management
Missouri
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
826
Anfield Capital Management
California
$8.29K – – –
WOSD
827
WFA of San Diego
California
$8.2K +$8.2K +90 New
OA
828
Operose Advisors
Wisconsin
$5.83K – – –
TIM
829
Thompson Investment Management
Wisconsin
$5.74K – – –
VWM
830
Vermillion Wealth Management
Minnesota
$5.74K – – –
PP
831
Pacifica Partners
Canada
$3.83K +$3.83K +42 New
WP
832
WealthShield Partners
North Carolina
$2.84K +$2.84K +31 New
S
833
SignatureFD
Georgia
$2.83K -$380K -4,165 -99%
PA
834
Pineridge Advisors
Missouri
$2.22K – – –
MEG
835
Millstone Evans Group
Colorado
$2K +$2K +22 New
HB
836
Horizon Bancorp
Indiana
$2K +$2K +22 New
SIC
837
Salem Investment Counselors
North Carolina
$1.91K – – –
TRCT
838
Tower Research Capital (TRC)
New York
$1.46K -$822K -9,019 -100%
AWM
839
Atticus Wealth Management
Florida
$1.28K +$1.28K +14 New
CPG
840
Cornerstone Planning Group
New Jersey
$1.2K +$1.2K +13 New
LFA
841
LGT Financial Advisors
Texas
$1.15K -$265 -3 -19%
EWA
842
EQ Wealth Advisors
Texas
$1.1K +$275 +3 +33%
BGWM
843
Bridge Generations Wealth Management
Florida
$1K – – –
AA
844
Addison Advisors
Vermont
$578 -$26.5K -275 -98%
SAS
845
Spurstone Advisory Services
Connecticut
$546 – – –
DFA
846
DHJJ Financial Advisors
Illinois
$374 – – –
WT
847
Whittier Trust
California
$273 – – –
AGWCA
848
Annis Gardner Whiting Capital Advisors
Florida
$183 +$183 +2 New
RDFA
849
Ritter Daniher Financial Advisory
Ohio
$92 +$92 +1 New
BWL
850
Bogart Wealth LLC
Virginia
$1 -$88 -1 Closed
32 33
34
35 36