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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
Creative Planning
Kansas
$1.33B
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$55.3M
3
LPL Financial
LPL Financial
California
$445M
4
FCBT
First Citizens Bank & Trust
North Carolina
$43.3M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$176M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$250M
2
BU
Brown University
Rhode Island
$0
3
Bank of America
Bank of America
North Carolina
$200M
4
FAM
Flaharty Asset Management
Florida
$0
5
CCWM
Correct Capital Wealth Management
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GMFG
851
Greater Midwest Financial Group
Minnesota
– -$12.6M -144,109 Closed
SPG
852
Strategic Planning Group
Utah
– -$12.2M -139,727 Closed
SWM
853
SFG Wealth Management
Maryland
– -$11.4M -130,274 Closed
AWM
854
Avaii Wealth Management
Wisconsin
– -$7.19M -82,448 Closed
ACP
855
Aveo Capital Partners
Colorado
– -$6.75M -79,835 Closed
PWA
856
PCG Wealth Advisors
Kansas
– -$6.03M -69,216 Closed
BIP
857
Blue Investment Partners
California
– -$5.83M -66,882 Closed
VF
858
Vawter Financial
Ohio
– -$3.07M -35,191 Closed
QC
859
Quadrature Capital
United Kingdom
– -$1.89M -21,683 Closed
HWA
860
Heritage Wealth Architects
Minnesota
– -$1.79M -20,506 Closed
MWM
861
Mattern Wealth Management
Kansas
– -$1.31M -14,990 Closed
PWM
862
PBMares Wealth Management
Virginia
– -$705K -8,083 Closed
CCA
863
Childress Capital Advisors
Texas
– -$688K -7,889 Closed
Marshall Wace
864
Marshall Wace
United Kingdom
– -$496K -5,689 Closed
WIA
865
Wealthedge Investment Advisors
New York
– -$453K -5,196 Closed
TCM
866
Tandem Capital Management
New Jersey
– -$425K -4,870 Closed
AIM
867
Archer Investment Management
Texas
– -$400K -4,587 Closed
SG
868
StoneX Group
New York
– -$372K -4,270 Closed
SIA
869
SeaBridge Investment Advisors
New Jersey
– -$333K -3,822 Closed
AAS
870
Asset Allocation Strategies
Michigan
– -$318K -3,646 Closed
MFG
871
MidWestOne Financial Group
Iowa
– -$302K -3,461 Closed
WHCI
872
W.H. Cornerstone Investments
Massachusetts
– -$250K -2,863 Closed
FMTC
873
Farmers & Merchants Trust Company
California
– -$247K -2,829 Closed
AIM
874
Aspen Investment Management
Michigan
– -$216K -2,479 Closed
RWM
875
Ruedi Wealth Management
Illinois
– -$213K -2,439 Closed
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