Avantis US Small Cap Value ETF
AVUV
814 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 75 funds opening new positions, 453 increasing their positions, 224 reducing their positions, and 52 closing their positions.
102% more repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 224
87% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $941K
44% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 52
1% more funds holding
Funds holding: 803 → 814 (+11)
0.39% less ownership
Funds ownership: 68.81% → 68.42% (-0.39%)
4% less capital invested
Capital invested by funds: $10.4B → $10B (-$383M)
8% less funds holding in top 10
Funds holding in top 10: 159 → 146 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$368M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$305M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$75.1M |
| 4 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$70.6M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$41.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
-$218M |
| 2 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$44.7M |
| 3 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
-$36.5M |
| 4 |
Morgan Stanley
New York
|
-$22.7M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
-$20.8M |
AVUV Hedge Fund Activity: Q1 2025 in Review
814 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q1 2025, worth a combined $10B — down 3.7% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new AVUV positions and 52 closed out — a net gain of 23 holders — while 453 added to existing stakes and 224 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $368M. The largest seller was Churchill Management, exiting entirely with an estimated $218M sold.
- 814 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q1 2025, up from 803 in Q4 2024.
- Funds reported $10B of Avantis US Small Cap Value ETF stock for Q1 2025, down 3.7% quarter-over-quarter.
- 75 funds opened new Avantis US Small Cap Value ETF positions in Q1 2025 and 52 closed out, a net change of +23 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $368M added.
- The largest Avantis US Small Cap Value ETF seller in Q1 2025 was Churchill Management, an estimated $218M sold.
Based on aggregated 13F filings for Q1 2025.