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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
+$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 %
HKIMG
876
Hutchens & Kramer Investment Management Group
Indiana
– -$206K -2,363 Closed
EF
877
Empirical Finance
Pennsylvania
– -$203K -2,328 Closed
AIM
878
Acropolis Investment Management
Missouri
– -$189K -2,170 Closed
HCA
879
Heck Capital Advisors
Wisconsin
– -$102K -1,166 Closed
PWAM
880
Private Wealth Asset Management
Iowa
– -$92.4K -1,060 Closed
CCM
881
Coldstream Capital Management
Washington
– -$82K -941 Closed
SIM
882
Synergy Investment Management
Florida
– -$63.5K -729 Closed
JWA
883
JFS Wealth Advisors
Pennsylvania
– -$59.7K -685 Closed
AWM
884
Angeles Wealth Management
California
– -$49.6K -569 Closed
QCG
885
Quadrant Capital Group
Ohio
– -$37.7K -432 Closed
NWM
886
Nova Wealth Management
Florida
– -$26.1K -299 Closed
MFA
887
Morling Financial Advisors
California
– -$20.5K -235 Closed
MG
888
Mather Group
Illinois
– -$17.3K -199 Closed
SIS
889
Sound Income Strategies
Florida
– -$17.1K -196 Closed
IWP
890
IAG Wealth Partners
Wisconsin
– -$9.85K -113 Closed
TFA
891
Toth Financial Advisory
Virginia
– -$7.93K -91 Closed
HC
892
Hurley Capital
New York
– -$1.4K -16 Closed
WTFG
893
Wood Tarver Financial Group
Idaho
– -$1.31K -15 Closed
Citigroup
894
Citigroup
New York
– -$87 -1 Closed
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