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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 %
SWA
201
Sax Wealth Advisors
New Jersey
$9.53M +$282K +3,091 +3%
AA
202
Ancora Advisors
Ohio
$9.47M +$65.1K +715 +0.7%
DWM
203
Diversify Wealth Management
Utah
$9.33M +$656K +6,871 +8%
CF
204
Convergence Financial
Missouri
$9.26M +$569K +6,241 +7%
FF
205
Financial Futures
New Jersey
$9.23M +$387K +4,247 +4%
EWA
206
EP Wealth Advisors
California
$9.18M -$276K -3,032 -3%
TCTWM
207
Three Cord True Wealth Management
Pennsylvania
$9.15M +$571K +6,266 +7%
AQR Capital Management
208
AQR Capital Management
Connecticut
$9.13M +$4.3M +47,151 +89%
AWAP
209
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$9.08M +$496K +5,440 +6%
CG
210
Clarus Group
Texas
$9.08M -$2.35M -25,769 -21%
BWG
211
Beta Wealth Group
California
$9.07M +$4.23M +46,390 +87%
PWM
212
Proathlete Wealth Management
Florida
$9.02M +$678K +7,437 +8%
ICMM
213
Integrated Capital Management (Michigan)
Michigan
$9M +$643K +6,859 +8%
VAMG
214
Voisard Asset Management Group
Michigan
$8.88M +$2.1M +23,014 +31%
NL
215
NWAM LLC
Washington
$8.86M -$1.1M -12,039 -11%
CWMK
216
Caliber Wealth Management (Kansas)
Kansas
$8.82M +$981K +10,768 +13%
IHWM
217
Iron Horse Wealth Management
Iowa
$8.8M +$622K +6,829 +8%
ZF
218
Zhang Financial
Michigan
$8.79M +$5.19M +56,917 +144%
BCI
219
Brinker Capital Investments
Pennsylvania
$8.75M -$918K -10,080 -9%
AAM
220
Austin Asset Management
Texas
$8.71M -$920K -10,094 -10%
VVP
221
Venture Visionary Partners
Ohio
$8.69M -$51.6K -566 -0.6%
CF
222
Centaurus Financial
California
$8.67M +$359K +3,936 +4%
TCM
223
Towneley Capital Management
California
$8.67M -$7.76M -85,183 -47%
KAS
224
Kestra Advisory Services
Texas
$8.6M +$1.74M +19,095 +25%
JSW
225
Journey Strategic Wealth
New Jersey
$8.59M +$753K +8,262 +10%
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