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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

843 hedge funds and large institutions have $11B invested in Avantis US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 444 increasing their positions, 244 reducing their positions, and 47 closing their positions.

Holders
843
Holders Change
+39
Holders Change %
+4.85%
% of All Funds
11.32%
Holding in Top 10
136
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.21%
% of All Funds
1.83%
New
103
Increased
444
Reduced
244
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 Market Value Shares Shares
Change 		Shares
Change %
EWS
76
Eagle Wealth Strategies
New Jersey
$25.2M 276,263 +4,629 +2%
KPWS
77
Kestra Private Wealth Services
Texas
$24.7M 270,863 +7,112 +3%
BFS
78
Bare Financial Services
Pennsylvania
$24.7M 270,697 +31,835 +13%
SFG
79
SNS Financial Group
Minnesota
$23.8M 261,765 +27,209 +12%
AWM
80
Apollon Wealth Management
South Carolina
$23.8M 261,552 -7,119 -3%
IDA
81
Intelligence Driven Advisers
California
$23.8M 261,449 +32,751 +14%
GP
82
Greenline Partners
New York
$23.7M 259,668 -14,514 -5%
AFAS
83
Acorn Financial Advisory Services
Virginia
$23.6M 259,148 -5,405 -2%
HG
84
Harbor Group
New Hampshire
$23.5M 257,701 -839 -0.3%
PAG
85
Private Advisor Group
New Jersey
$23.2M 255,094 -136,197 -35%
SW
86
Simplicity Wealth
New Jersey
$22.8M 250,474 +137,342 +121%
HIGP
87
Hill Investment Group Partners
Missouri
$22.8M 249,975 -44,067 -15%
VWA
88
Valued Wealth Advisors
Utah
$22.5M 247,112 +35,932 +17%
AI
89
Atria Investments
North Carolina
$22.4M 245,828 +24,228 +11%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$21.9M 240,820 +116,302 +93%
KAM
91
KEB Asset Management
Illinois
$21.7M 238,555 +77,396 +48%
FWP
92
Falcon Wealth Planning
California
$21.5M 236,422 +3,797 +2%
DF
93
Define Financial
California
$21.3M 233,946 +10,251 +5%
CPIG
94
Chicago Partners Investment Group
Illinois
$20.7M 214,637 -78 -0%
MWM
95
McMill Wealth Management
Nebraska
$20.6M 225,789 +35,045 +18%
LWA
96
Lifelong Wealth Advisors
Minnesota
$20.2M 221,519 +221,519 New
MWM
97
Modern Wealth Management
Kansas
$20.2M 221,329 +8,515 +4%
MML Investors Services
98
MML Investors Services
Massachusetts
$19.9M 218,416 +27,337 +14%
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$19.9M 218,052 +9,716 +5%
OPWM
100
Oakwell Private Wealth Management
Texas
$19.6M 215,334 +28,083 +15%
2 3
4
5 6