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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 %
NECFA
101
New England Capital Financial Advisors
Connecticut
$19.4M 213,402 +4,547 +2%
FMN
102
Financial Management Network
California
$19.4M 204,092 +24,995 +14%
CCWM
103
Correct Capital Wealth Management
Missouri
$19.4M 212,801 -179,846 -46%
QC
104
Quent Capital
New York
$19.2M 210,908 +210,908 New
MBFW
105
Morton Brown Family Wealth
Pennsylvania
$19.2M 210,393 +2,006 +1%
RCG
106
Regatta Capital Group
California
$19.2M 210,230 +3,213 +2%
TFO
107
Tarbox Family Office
California
$18.9M 207,636 +1,408 +0.7%
FWM
108
Fonville Wealth Management
Virginia
$18.8M 206,107 +37,055 +22%
CL
109
COWA LLC
Oklahoma
$18.5M 203,327 +10,132 +5%
SC
110
Stephens Consulting
Michigan
$18.5M 202,856 -14,854 -7%
SF
111
Symphony Financial
Texas
$18.4M 191,164 -2,527 -1%
AFGAS
112
Allegiance Financial Group Advisory Services
Virginia
$18.3M 200,575 +17,816 +10%
WA
113
Wealth Architects
California
$18M 197,434 -9,099 -4%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$17.5M 192,094 +3,746 +2%
WI
115
WJ Interests
Texas
$17M 187,050 +3,618 +2%
GFA
116
Gallagher Fiduciary Advisors
Illinois
$17M 186,656 +22,906 +14%
FFM
117
Flagstone Financial Management
Nebraska
$16.8M 184,186 +11,409 +7%
WWA
118
WCG Wealth Advisors
Nevada
$16.8M 184,167 +22,183 +14%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$16.7M 182,936 +45,320 +33%
RIL
120
Rothschild Investment LLC
Illinois
$16.5M 181,417 +29,720 +20%
HFA
121
Highland Financial Advisors
New Jersey
$16.5M 181,390 +8,228 +5%
Betterment LLC
122
Betterment LLC
New York
$16.3M 179,298 +14,745 +9%
GVAG
123
Great Valley Advisor Group
Delaware
$16.2M 178,109 +36,584 +26%
NWM
124
Northwest Wealth Management
Iowa
$16.1M 176,424 +14,584 +9%
MWM
125
Meritas Wealth Management
California
$15.8M 173,818 +6,771 +4%
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5
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