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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 %
VWM
151
Venturi Wealth Management
Texas
$13.3M -$1.08M -11,804 -7%
WCWM
152
Willow Creek Wealth Management
California
$13.2M +$2.33M +25,566 +21%
GSWM
153
Greenup Street Wealth Management
Michigan
$13.1M +$924K +10,141 +8%
SI
154
Stephens Inc
Arkansas
$13M +$1.02M +11,171 +8%
DA
155
Drake & Associates
Wisconsin
$12.9M +$1.15M +12,604 +10%
AFA
156
Arlington Financial Advisors
California
$12.8M +$316K +3,465 +3%
AFG
157
ABLE Financial Group
Arizona
$12.8M -$123K -1,347 -1%
AWM
158
Avondale Wealth Management
Texas
$12.7M +$12M +131,686 +1,594%
PLFA
159
Pacific Life Fund Advisors
California
$12.6M -$1.55M -17,012 -11%
CIA
160
Compass Ion Advisors
Pennsylvania
$12.6M +$505K +5,538 +4%
FMC
161
First Merchants Corp
Indiana
$12.5M +$2.28M +25,038 +22%
AA
162
Armis Advisers
Georgia
$12.5M +$474K +5,181 +4%
MWA
163
MFA Wealth Advisors
Pennsylvania
$12.3M -$3.72M -40,804 -23%
QFA
164
Quantum Financial Advisors
California
$12.2M +$1.51M +16,533 +14%
OIA
165
OneDigital Investment Advisors
Kansas
$12.2M -$862K -9,461 -7%
AR
166
Apeiron RIA
Texas
$12.1M +$752K +8,252 +7%
HPIA
167
Hamilton Point Investment Advisors
North Carolina
$12.1M +$2.32M +25,471 +24%
AF
168
Allworth Financial
California
$12M -$139K -1,531 -1%
OCFG
169
O'Connor Financial Group
Illinois
$12M +$12M +125,983 New
PAG
170
Poinciana Advisors Group
Florida
$12M +$601K +6,602 +5%
NA
171
Nottingham Advisors
New York
$11.8M -$65.8K -722 -0.6%
IWS
172
Insight Wealth Strategies
California
$11.7M +$557K +5,986 +5%
RFG
173
REAP Financial Group
Texas
$11.5M -$18.3K -201 -0.2%
BC
174
Bowman & Company
Wisconsin
$11.2M +$1.56M +17,140 +16%
RWP
175
Revolve Wealth Partners
New Jersey
$11.1M +$250K +2,747 +2%
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