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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 %
Creative Planning
1
Creative Planning
Kansas
$1.33B +$306M +3,354,593 +30%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$538M +$20.2M +221,372 +4%
LPL Financial
3
LPL Financial
California
$445M +$45.2M +496,661 +11%
MIAS
4
Mason Investment Advisory Services
Virginia
$252M +$4.34M +47,613 +2%
Morgan Stanley
5
Morgan Stanley
New York
$250M -$43.8M -481,195 -15%
TI
6
Truepoint Inc
Ohio
$245M +$14M +154,080 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$205M +$20.2M +221,398 +11%
Bank of America
8
Bank of America
North Carolina
$200M -$17.4M -191,166 -8%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$183M +$19M +208,896 +12%
FPAS
10
Focus Partners Advisor Solutions
Missouri
$176M +$41M +449,839 +30%
Ameriprise
11
Ameriprise
Minnesota
$165M -$9.09M -99,709 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$123M -$5.38M -58,261 -4%
UBS Group
13
UBS Group
Switzerland
$117M -$5.46M -59,989 -4%
HighTower Advisors
14
HighTower Advisors
Illinois
$115M +$2.61M +28,650 +2%
Wells Fargo
15
Wells Fargo
California
$115M +$15.8M +173,688 +16%
EK
16
Evensky & Katz
Florida
$111M +$19.2M +210,566 +21%
WA
17
Waverly Advisors
Alabama
$108M +$6.72M +73,796 +7%
PL
18
Plancorp LLC
Missouri
$103M +$17.9M +196,826 +21%
EF
19
Empowered Funds
Pennsylvania
$103M +$10.7M +117,410 +12%
Raymond James Financial
20
Raymond James Financial
Florida
$102M -$2.59M -28,464 -2%
AA
21
Alesco Advisors
New York
$99M +$6.49M +71,200 +7%
PCIA
22
Prime Capital Investment Advisors
Kansas
$98.2M -$14.1M -155,241 -13%
UA
23
Unison Advisors
District of Columbia
$97.6M +$610K +6,692 +0.6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$91.8M -$1.66M -18,200 -2%
SFA
25
Sequoia Financial Advisors
Ohio
$85.6M +$6.3M +69,101 +8%
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