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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

847 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, 246 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+43
Holders Change %
+5.35%
% of All Funds
11.36%
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
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 %
KWA
76
Kondo Wealth Advisors
California
$25.2M +$1.68M +18,079 +7%
EWS
77
Eagle Wealth Strategies
New Jersey
$25.2M +$422K +4,629 +2%
KPWS
78
Kestra Private Wealth Services
Texas
$24.7M +$648K +7,112 +3%
BFS
79
Bare Financial Services
Pennsylvania
$24.7M +$2.9M +31,835 +13%
SFG
80
SNS Financial Group
Minnesota
$23.8M +$2.48M +27,209 +12%
AWM
81
Apollon Wealth Management
South Carolina
$23.8M -$649K -7,119 -3%
IDA
82
Intelligence Driven Advisers
California
$23.8M +$2.98M +32,751 +14%
GP
83
Greenline Partners
New York
$23.7M -$1.32M -14,514 -5%
AFAS
84
Acorn Financial Advisory Services
Virginia
$23.6M -$492K -5,405 -2%
HG
85
Harbor Group
New Hampshire
$23.5M -$76.4K -839 -0.3%
PAG
86
Private Advisor Group
New Jersey
$23.2M -$12.4M -136,197 -35%
SW
87
Simplicity Wealth
New Jersey
$22.8M +$12.5M +137,342 +121%
HIGP
88
Hill Investment Group Partners
Missouri
$22.8M -$4.01M -44,067 -15%
VWA
89
Valued Wealth Advisors
Utah
$22.5M +$3.27M +35,932 +17%
AI
90
Atria Investments
North Carolina
$22.4M +$2.21M +24,228 +11%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$21.9M +$10.6M +116,302 +93%
KAM
92
KEB Asset Management
Illinois
$21.7M +$7.05M +77,396 +48%
FWP
93
Falcon Wealth Planning
California
$21.5M +$346K +3,797 +2%
DF
94
Define Financial
California
$21.3M +$934K +10,251 +5%
CPIG
95
Chicago Partners Investment Group
Illinois
$20.7M -$7.53K -78 -0%
MWM
96
McMill Wealth Management
Nebraska
$20.6M +$3.2M +35,045 +18%
LWA
97
Lifelong Wealth Advisors
Minnesota
$20.2M +$20.2M +221,519 New
MWM
98
Modern Wealth Management
Kansas
$20.2M +$776K +8,515 +4%
MML Investors Services
99
MML Investors Services
Massachusetts
$19.9M +$2.49M +27,337 +14%
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$19.9M +$885K +9,716 +5%
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4
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