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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$980M 11,240,479 +3,248,965 +41%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$496M 5,687,232 +3,916,785 +221%
LPL Financial
3
LPL Financial
California
$382M 4,386,459 +242,483 +6%
Morgan Stanley
4
Morgan Stanley
New York
$281M 3,222,501 -241,362 -7%
MIAS
5
Mason Investment Advisory Services
Virginia
$237M 2,713,731 +18,866 +0.7%
TI
6
Truepoint Inc
Ohio
$221M 2,539,043 +257,596 +11%
Bank of America
7
Bank of America
North Carolina
$208M 2,388,547 +368,674 +18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$177M 2,029,665 +212,942 +12%
Ameriprise
9
Ameriprise
Minnesota
$167M 1,911,402 +377,381 +25%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$157M 1,796,040 +389,956 +28%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$129M 1,482,024 +326,626 +28%
Osaic Holdings
12
Osaic Holdings
Arizona
$121M 1,388,974 +208,514 +18%
UBS Group
13
UBS Group
Switzerland
$117M 1,341,279 -37,473 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$108M 1,238,030 +199,079 +19%
PCIA
15
Prime Capital Investment Advisors
Kansas
$108M 1,233,627 +277,084 +29%
Raymond James Financial
16
Raymond James Financial
Florida
$99.7M 1,143,929 +9,379 +0.8%
WA
17
Waverly Advisors
Alabama
$96.7M 1,109,558 +136,035 +14%
Wells Fargo
18
Wells Fargo
California
$95M 1,090,038 -118,879 -10%
UA
19
Unison Advisors
District of Columbia
$92.8M 1,065,041 +18,537 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$89.4M 1,026,114 +72,818 +8%
AA
21
Alesco Advisors
New York
$88.5M 1,015,603 +300,515 +42%
EF
22
Empowered Funds
Pennsylvania
$88.2M 1,011,696 +11,210 +1%
EK
23
Evensky & Katz
Florida
$88.1M 1,011,152 +28,054 +3%
CIG
24
CCM Investment Group
Minnesota
$88.1M 1,011,401 +13,865 +1%
PL
25
Plancorp LLC
Missouri
$81.5M 935,129 +94,161 +11%
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