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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

846 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, 245 reducing their positions, and 47 closing their positions.

Holders
846
Holders Change
+42
Holders Change %
+5.22%
% 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
245
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 Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Meritas Wealth Management
California
$15.8M +$617K +6,771 +4%
FIC
127
Family Investment Center
Missouri
$15.8M +$560K +6,143 +4%
FSWA
128
Financial Synergies Wealth Advisors
Texas
$15.8M +$691K +7,585 +5%
SB
129
Strategic Blueprint
Georgia
$15.7M +$2.19M +23,998 +16%
BL
130
BFSG LLC
California
$15.7M +$272K +2,987 +2%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$15.6M -$1.69M -18,602 -10%
CFS
132
CGC Financial Services
Oregon
$15.5M +$650K +7,136 +4%
SYBT
133
Stock Yards Bank & Trust
Kentucky
$15.4M -$1.19M -13,052 -7%
FVIM
134
Fort Vancouver Investment Management
Washington
$15.3M +$1.28M +14,067 +9%
HFS
135
Heritage Financial Services
Massachusetts
$15.3M +$5.38M +59,091 +54%
HWA
136
HMV Wealth Advisors
Louisiana
$14.8M +$8.21M +90,131 +124%
MAA
137
Mraz Amerine & Associates
California
$14.8M +$56.1K +616 +0.4%
SRC
138
Sage Rhino Capital
California
$14.8M +$359K +3,945 +2%
SP
139
Symmetry Partners
Connecticut
$14.7M +$3.68M +40,426 +33%
JIC
140
JRM Investment Counsel
Nebraska
$14.6M +$260K +2,858 +2%
PHWM
141
Pine Harbor Wealth Management
Maryland
$14.4M -$504K -5,531 -3%
Stifel Financial
142
Stifel Financial
Missouri
$14.3M +$1.1M +12,127 +8%
WAM
143
Wallington Asset Management
Indiana
$14M +$162K +1,780 +1%
AAS
144
Avantax Advisory Services
Texas
$13.9M -$993K -10,903 -7%
NA
145
NewEdge Advisors
Louisiana
$13.8M -$1.44M -15,768 -9%
CA
146
Claris Advisors
Missouri
$13.7M +$11.8M +129,897 +624%
AA
147
Aire Advisors
California
$13.7M +$62.3K +684 +0.5%
OCG
148
Opus Capital Group
Ohio
$13.5M +$30.7K +337 +0.2%
PAM
149
Peak Asset Management
Colorado
$13.5M +$38.8K +426 +0.3%
B
150
BetterWealth
California
$13.3M +$1.56M +17,118 +13%
4 5
6
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