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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
Focus Partners Wealth
Massachusetts
$496M
2
Creative Planning
Creative Planning
Kansas
$980M
3
SFA
Sequoia Financial Advisors
Ohio
$75.9M
4
HWM
HB Wealth Management
Georgia
$65.5M
5
CAM
Cresset Asset Management
Illinois
$50.2M

Top Sellers

1
CW
Curio Wealth
Maryland
$2.74M
2
CM
Churchill Management
California
$0
3
TIA
Traphagen Investment Advisors
New Jersey
$4.49M
4
HIGP
Hill Investment Group Partners
Missouri
$25.6M
5
Morgan Stanley
Morgan Stanley
New York
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
126
Financial Synergies Wealth Advisors
Texas
$14.5M +$579K +6,641 +4%
AO
127
Advisor OS
Illinois
$14.4M -$5.28M -60,586 -27%
MA
128
MJP Associates
Connecticut
$14.4M -$5.15M -59,055 -26%
Betterment LLC
129
Betterment LLC
New York
$14.3M +$881K +10,109 +7%
AAS
130
Avantax Advisory Services
Texas
$14.3M -$336K -3,850 -2%
PHWM
131
Pine Harbor Wealth Management
Maryland
$14.3M +$1.21M +13,824 +9%
GFA
132
Gallagher Fiduciary Advisors
Illinois
$14.3M +$430K +4,933 +3%
CFS
133
CGC Financial Services
Oregon
$14.2M +$219K +2,514 +2%
WWA
134
WCG Wealth Advisors
Nevada
$14.1M +$377K +4,320 +3%
MAA
135
Mraz Amerine & Associates
California
$14.1M -$215K -2,468 -2%
NWM
136
Northwest Wealth Management
Iowa
$14.1M +$1.54M +17,667 +12%
KAM
137
KEB Asset Management
Illinois
$14M +$4.52M +51,833 +47%
FMN
138
Financial Management Network
California
$13.8M +$2.97M +38,513 +27%
SRC
139
Sage Rhino Capital
California
$13.8M +$1.31M +15,083 +11%
VWM
140
Venturi Wealth Management
Texas
$13.8M +$199K +2,287 +1%
JIC
141
JRM Investment Counsel
Nebraska
$13.8M -$1.71M -19,616 -11%
PLFA
142
Pacific Life Fund Advisors
California
$13.5M +$6.03M +69,137 +80%
DOA
143
D'Orazio & Associates
Virginia
$13.5M -$897K -10,287 -6%
FVIM
144
Fort Vancouver Investment Management
Washington
$13.4M +$13.4M +154,053 New
WAM
145
Wallington Asset Management
Indiana
$13.3M +$81.9K +940 +0.6%
RIL
146
Rothschild Investment LLC
Illinois
$13.2M +$1.02M +11,647 +8%
AA
147
Aire Advisors
California
$13M +$668K +7,668 +5%
SB
148
Strategic Blueprint
Georgia
$12.9M +$3.17M +36,396 +33%
OCG
149
Opus Capital Group
Ohio
$12.9M -$16.5K -189 -0.1%
PAM
150
Peak Asset Management
Colorado
$12.9M +$733K +8,406 +6%
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