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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

848 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, 446 increasing their positions, 246 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+43
Holders Change %
+5.34%
% of All Funds
11.37%
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
446
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 %
OPWM
101
Oakwell Private Wealth Management
Texas
$19.6M +$2.56M +28,083 +15%
NECFA
102
New England Capital Financial Advisors
Connecticut
$19.4M +$414K +4,547 +2%
FMN
103
Financial Management Network
California
$19.4M +$2.37M +24,995 +14%
CCWM
104
Correct Capital Wealth Management
Missouri
$19.4M -$16.4M -179,846 -46%
QC
105
Quent Capital
New York
$19.2M +$19.2M +210,908 New
MBFW
106
Morton Brown Family Wealth
Pennsylvania
$19.2M +$183K +2,006 +1%
RCG
107
Regatta Capital Group
California
$19.2M +$293K +3,213 +2%
TFO
108
Tarbox Family Office
California
$18.9M +$128K +1,408 +0.7%
FWM
109
Fonville Wealth Management
Virginia
$18.8M +$3.38M +37,055 +22%
CL
110
COWA LLC
Oklahoma
$18.5M +$923K +10,132 +5%
SC
111
Stephens Consulting
Michigan
$18.5M -$1.35M -14,854 -7%
SF
112
Symphony Financial
Texas
$18.4M -$244K -2,527 -1%
AFGAS
113
Allegiance Financial Group Advisory Services
Virginia
$18.3M +$1.62M +17,816 +10%
WA
114
Wealth Architects
California
$18M -$829K -9,099 -4%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$17.5M +$341K +3,746 +2%
WI
116
WJ Interests
Texas
$17M +$330K +3,618 +2%
GFA
117
Gallagher Fiduciary Advisors
Illinois
$17M +$2.09M +22,906 +14%
FFM
118
Flagstone Financial Management
Nebraska
$16.8M +$1.04M +11,409 +7%
WWA
119
WCG Wealth Advisors
Nevada
$16.8M +$2.02M +22,183 +14%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$16.7M +$4.13M +45,320 +33%
RIL
121
Rothschild Investment LLC
Illinois
$16.5M +$2.71M +29,720 +20%
HFA
122
Highland Financial Advisors
New Jersey
$16.5M +$750K +8,228 +5%
Betterment LLC
123
Betterment LLC
New York
$16.3M +$1.34M +14,745 +9%
GVAG
124
Great Valley Advisor Group
Delaware
$16.2M +$3.33M +36,584 +26%
NWM
125
Northwest Wealth Management
Iowa
$16.1M +$1.33M +14,584 +9%
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