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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
1
Focus Partners Wealth
Massachusetts
$496M
2
Creative Planning
2
Creative Planning
Kansas
$980M
3
SFA
3
Sequoia Financial Advisors
Ohio
$75.9M
4
HWM
4
HB Wealth Management
Georgia
$65.5M
5
CAM
5
Cresset Asset Management
Illinois
$50.2M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$2.74M
2
CM
2
Churchill Management
California
$0
3
TIA
3
Traphagen Investment Advisors
New Jersey
$4.49M
4
HIGP
4
Hill Investment Group Partners
Missouri
$25.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
76
Acorn Financial Advisory Services
Virginia
$23.1M -$2.17M -24,915 -9%
KPWS
77
Kestra Private Wealth Services
Texas
$23M +$1.06M +12,103 +5%
HG
78
Harbor Group
New Hampshire
$22.5M +$8.9M +102,107 +65%
KWA
79
Kondo Wealth Advisors
California
$22.1M +$1.56M +17,881 +8%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$21.5M +$5.59M +64,165 +35%
HPA
81
High Probability Advisors
New York
$21.1M +$1.44M +16,508 +7%
RIM
82
RW Investment Management
Idaho
$20.9M +$4.63M +53,082 +28%
BFS
83
Bare Financial Services
Pennsylvania
$20.8M +$1.24M +14,235 +6%
SC
84
Savant Capital
Illinois
$20.6M +$14.6M +167,201 +243%
SFG
85
SNS Financial Group
Minnesota
$20.4M +$330K +3,786 +2%
FWP
86
Falcon Wealth Planning
California
$20.3M -$9.37M -107,483 -32%
IDA
87
Intelligence Driven Advisers
California
$19.9M +$29.9K +343 +0.2%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$19.5M +$6.59M +75,628 +51%
MGW
89
MB Generational Wealth
Washington
$19.3M +$363K +4,160 +2%
AI
90
Atria Investments
North Carolina
$19.3M -$473K -5,427 -2%
SC
91
Stephens Consulting
Michigan
$19M +$843K +9,669 +5%
MWM
92
Modern Wealth Management
Kansas
$18.6M +$197K +2,261 +1%
VWA
93
Valued Wealth Advisors
Utah
$18.4M +$534K +6,123 +3%
NECFA
94
New England Capital Financial Advisors
Connecticut
$18.2M +$18.2M +208,846 +2,320,511%
MBFW
95
Morton Brown Family Wealth
Pennsylvania
$18.2M +$1.7M +19,512 +10%
Pathstone Holdings
96
Pathstone Holdings
New Jersey
$18.2M +$2.02M +23,143 +12%
CPIG
97
Chicago Partners Investment Group
Illinois
$18.1M +$1.71M +20,225 +10%
RCG
98
Regatta Capital Group
California
$18M +$6.38M +73,137 +55%
WA
99
Wealth Architects
California
$18M -$815K -9,354 -4%
TFO
100
Tarbox Family Office
California
$18M -$741K -8,501 -4%
2 3
4
5 6