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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 %
DF
101
Define Financial
California
$17.7M +$1.49M +18,890 +9%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$17.6M +$912K +10,465 +5%
GPWA
103
Great Point Wealth Advisors
Massachusetts
$17.2M +$521K +5,976 +3%
MML Investors Services
104
MML Investors Services
Massachusetts
$16.7M -$147K -1,684 -0.9%
MWM
105
McMill Wealth Management
Nebraska
$16.6M +$3.17M +36,412 +24%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$16.5M +$936K +10,735 +6%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$16.4M +$232K +2,657 +1%
FAM
108
Flaharty Asset Management
Florida
$16.4M +$1.55M +17,783 +10%
OPWM
109
Oakwell Private Wealth Management
Texas
$16.3M +$865K +9,919 +6%
WI
110
WJ Interests
Texas
$16M +$262K +3,004 +2%
AFGAS
111
Allegiance Financial Group Advisory Services
Virginia
$15.9M +$1.06M +12,175 +7%
OS
112
Objectivity Squared
South Carolina
$15.9M -$1.64M -20,749 -9%
SYBT
113
Stock Yards Bank & Trust
Kentucky
$15.8M +$1.03M +11,831 +7%
SF
114
Symphony Financial
Texas
$15.8M +$2.27M +27,822 +17%
PA
115
Paragon Advisors
Texas
$15.8M -$318K -3,650 -2%
TCM
116
Towneley Capital Management
California
$15.7M +$791K +9,078 +5%
MWA
117
MFA Wealth Advisors
Pennsylvania
$15.3M -$709K -8,128 -4%
HFA
118
Highland Financial Advisors
New Jersey
$15.1M +$836K +9,594 +6%
FFM
119
Flagstone Financial Management
Nebraska
$15.1M +$700K +8,035 +5%
BDWCC
120
B&D White Capital Company
Texas
$14.9M +$3.25M +37,295 +28%
BL
121
BFSG LLC
California
$14.7M +$1.37M +15,665 +10%
FWM
122
Fonville Wealth Management
Virginia
$14.7M +$2.82M +32,405 +24%
NA
123
NewEdge Advisors
Louisiana
$14.6M +$3.02M +34,679 +26%
FIC
124
Family Investment Center
Missouri
$14.6M -$5.87M -67,354 -29%
MWM
125
Meritas Wealth Management
California
$14.6M +$2.03M +23,307 +16%
3 4
5
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