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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 %
BC
201
Bowman & Company
Wisconsin
$9.26M +$9.26M +106,191 New
OPS
202
Orion Portfolio Solutions
Nebraska
$9.25M -$259K -2,967 -3%
BCI
203
Brinker Capital Investments
Pennsylvania
$9.25M -$259K -2,967 -3%
AAM
204
Austin Asset Management
Texas
$9.22M -$612K -7,018 -6%
PWMG
205
Private Wealth Management Group
New Jersey
$9.17M +$1.58M +18,167 +21%
CAC
206
Certified Advisory Corp
Florida
$9.1M +$2.32M +26,597 +34%
EWA
207
EP Wealth Advisors
California
$9.05M -$450K -5,164 -5%
AA
208
Ancora Advisors
Ohio
$9M +$1.45M +16,674 +19%
PS
209
Planned Solutions
California
$8.98M +$215K +2,471 +2%
RW
210
Regimen Wealth
Georgia
$8.93M +$210K +2,403 +2%
SOS
211
Silver Oak Securities
Tennessee
$8.88M +$253K +2,909 +3%
SWA
212
Sax Wealth Advisors
New Jersey
$8.85M +$1.26M +14,504 +17%
MFG
213
Midwest Financial Group
Kansas
$8.85M +$696K +7,981 +9%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$8.77M -$645K -7,394 -7%
SW
215
SkyOak Wealth
Michigan
$8.76M +$2.24M +25,719 +34%
AAS
216
Ameritas Advisory Services
Nebraska
$8.71M +$591K +6,337 +7%
CFG
217
Carr Financial Group
Massachusetts
$8.7M +$62.9K +722 +0.7%
FF
218
Financial Futures
New Jersey
$8.47M +$129K +1,476 +2%
BP
219
BWM Planning
Texas
$8.45M +$1.23M +14,142 +17%
VVP
220
Venture Visionary Partners
Ohio
$8.36M +$110K +1,258 +1%
CF
221
Convergence Financial
Missouri
$8.32M +$85.8K +984 +1%
FWP
222
FAS Wealth Partners
Kansas
$8.26M +$118K +1,348 +1%
AWAP
223
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$8.22M +$289K +3,310 +4%
TCTWM
224
Three Cord True Wealth Management
Pennsylvania
$8.21M +$471K +5,404 +6%
FFA
225
Farther Finance Advisors
California
$8.1M +$2.75M +31,375 +51%
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