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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.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+42
Holders Change %
+5.22%
% of All Funds
11.35%
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
Creative Planning
Kansas
$1.33B
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$55.3M
3
LPL Financial
LPL Financial
California
$445M
4
FCBT
First Citizens Bank & Trust
North Carolina
$43.3M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$176M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$250M
2
BU
Brown University
Rhode Island
$0
3
Bank of America
Bank of America
North Carolina
$200M
4
FAM
Flaharty Asset Management
Florida
$0
5
CCWM
Correct Capital Wealth Management
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCPG
176
Kavar Capital Partners Group
Kansas
$11.1M +$349K +3,826 +3%
ASN
177
Advisory Services Network
Georgia
$10.9M -$196K -2,122 -2%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$10.8M -$9.58M -105,138 -47%
CFO
179
Collective Family Office
Pennsylvania
$10.7M -$2.3M -25,295 -18%
EWM
180
Echo Wealth Management
Minnesota
$10.7M +$774K +8,492 +8%
TC
181
Trilogy Capital
California
$10.5M +$3.48M +38,235 +49%
SOS
182
Silver Oak Securities
Tennessee
$10.5M +$1.24M +13,575 +13%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$10.5M -$2.03M -22,272 -16%
CAC
184
Certified Advisory Corp
Florida
$10.4M +$871K +9,558 +9%
RW
185
Regimen Wealth
Georgia
$10.4M +$1.05M +11,491 +11%
TWP
186
Total Wealth Planning
Ohio
$10.4M +$8.88M +97,515 +599%
OS
187
Objectivity Squared
South Carolina
$10.2M -$8.14M -89,308 -44%
AWA
188
ARQ Wealth Advisors
Arizona
$10.1M – – –
ME
189
McIlrath & Eck
Washington
$10.1M +$1.87M +20,548 +23%
LW
190
Libra Wealth
California
$10M -$676K -7,416 -6%
FWP
191
FAS Wealth Partners
Kansas
$10M +$1.4M +15,360 +16%
SFO
192
Stokes Family Office
Louisiana
$9.89M +$156K +1,710 +2%
PWIA
193
Porter White Investment Advisors
Alabama
$9.89M -$300K -3,294 -3%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$9.82M +$7.79M +85,493 +382%
CPWA
195
Cerro Pacific Wealth Advisors
California
$9.67M +$598K +6,566 +7%
SRB
196
Shotwell Rutter Baer
Michigan
$9.61M +$496K +5,216 +5%
HNWA
197
Henrickson Nauta Wealth Advisors
Michigan
$9.6M +$183K +2,005 +2%
MFG
198
Midwest Financial Group
Kansas
$9.6M +$351K +3,850 +4%
PWMG
199
Private Wealth Management Group
New Jersey
$9.59M +$5.74K +63 +0.1%
FFA
200
Farther Finance Advisors
California
$9.59M +$1.16M +12,687 +14%
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