AVUV icon

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 %
CL
151
COWA LLC
Oklahoma
$12.8M +$738K +11,142 +6%
Stifel Financial
152
Stifel Financial
Missouri
$12.6M +$7.15K +82 +0.1%
GMFG
153
Greater Midwest Financial Group
Minnesota
$12.6M +$699K +8,019 +6%
CFO
154
Collective Family Office
Pennsylvania
$12.5M -$545K -6,252 -4%
OIA
155
OneDigital Investment Advisors
Kansas
$12.5M +$869K +9,967 +7%
AFG
156
ABLE Financial Group
Arizona
$12.4M -$993K -11,392 -7%
GVAG
157
Great Valley Advisor Group
Delaware
$12.3M +$1.38M +15,797 +13%
SPG
158
Strategic Planning Group
Utah
$12.2M +$1.08M +12,438 +10%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$12M +$941K +10,792 +9%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$12M +$3.38M +38,799 +39%
AFA
161
Arlington Financial Advisors
California
$12M -$1.42M -16,242 -11%
TWP
162
Tower Wealth Partners
Pennsylvania
$11.8M +$88K +1,009 +0.7%
GSWM
163
Greenup Street Wealth Management
Michigan
$11.6M +$4.81M +55,194 +70%
CIA
164
Compass Ion Advisors
Pennsylvania
$11.5M +$113K +1,291 +1%
SI
165
Stephens Inc
Arkansas
$11.5M +$705K +8,093 +7%
AA
166
Armis Advisers
Georgia
$11.4M +$1.8M +20,684 +19%
SWM
167
SFG Wealth Management
Maryland
$11.4M +$87.6K +1,005 +0.8%
NA
168
Nottingham Advisors
New York
$11.3M +$881K +10,111 +8%
B
169
BetterWealth
California
$11.2M +$1.02M +11,730 +10%
DA
170
Drake & Associates
Wisconsin
$11.2M +$374K +4,288 +3%
AF
171
Allworth Financial
California
$11.1M -$509K -6,126 -4%
RFG
172
REAP Financial Group
Texas
$11M +$1.13M +12,920 +11%
CG
173
Clarus Group
Texas
$10.9M -$790K -9,058 -7%
AR
174
Apeiron RIA
Texas
$10.9M +$125K +1,437 +1%
PAG
175
Poinciana Advisors Group
Florida
$10.9M +$932K +10,693 +9%
5 6
7
8 9