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Avantis US Small Cap Value ETF

859 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 103 funds opening new positions, 453 increasing their positions, 250 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 48

83% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $1.46M

81% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 250

11% more capital invested

Capital invested by funds: $10B → $11.1B (+$1.09B)

6% more funds holding

Funds holding: 814859 (+45)

0.35% more ownership

Funds ownership: 68.42%68.77% (+0.35%)

5% less funds holding in top 10

Funds holding in top 10: 146138 (-8)

Holders
859
Holders Change
+45
Holders Change %
+5.53%
% of All Funds
11.31%
Holding in Top 10
138
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.48%
% of All Funds
1.82%
New
103
Increased
453
Reduced
250
Closed
48
Calls
$2.67M
Puts
$1.46M
Net Calls
+$1.21M
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
226
Kestra Advisory Services
Texas
$8.6M +$1.65M +19,095 +25%
JSW
227
Journey Strategic Wealth
New Jersey
$8.59M +$712K +8,262 +10%
UWM
228
USAdvisors Wealth Management
Minnesota
$8.53M +$835K +9,686 +12%
LFS
229
Lutz Financial Services
Nebraska
$8.46M +$1.64M +19,053 +26%
WGC
230
Watts Gwilliam & Co
Arizona
$8.44M -$94.2K -1,093 -1%
FWP
231
Family Wealth Partners
North Carolina
$8.35M +$213K +2,474 +3%
TWD
232
True Wealth Design
Ohio
$8.34M -$91.6K -1,063 -1%
KFAA
233
Klaas Financial Asset Advisors
Illinois
$8.33M +$253K +2,940 +3%
ACGA
234
Atlanta Consulting Group Advisors
Georgia
$8.26M +$50.8K +590 +0.7%
CFG
235
Carr Financial Group
Massachusetts
$8.22M -$825K -9,571 -10%
BH
236
Burk Holdings
Oklahoma
$8.03M +$1.25M +14,503 +20%
BWP
237
BSW Wealth Partners
Colorado
$7.98M +$1.51M +17,555 +25%
WW
238
Waterfront Wealth
Kansas
$7.96M +$1.41M +16,369 +23%
SDWIA
239
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.95M +$620K +7,193 +9%
MA
240
MJP Associates
Connecticut
$7.95M -$6.69M -77,625 -47%
W
241
WealthCollab
Washington
$7.95M -$2.45M -28,406 -25%
CPA
242
Capital Planning Advisors
California
$7.93M +$7.5M +87,018 New
AO
243
Advisor OS
Illinois
$7.85M -$6.78M -78,626 -48%
KAS
244
KPP Advisory Services
Kentucky
$7.74M +$260K +3,014 +4%
BMWS
245
Brady Martz Wealth Solutions
North Dakota
$7.71M -$2.24M -25,955 -23%
TWA
246
Trace Wealth Advisors
California
$7.57M -$364K -4,225 -5%
DWP
247
Daymark Wealth Partners
Ohio
$7.55M -$856K -9,937 -11%
GWP
248
Gateway Wealth Partners
Wisconsin
$7.51M +$1.41M +16,303 +25%
MA
249
MONECO Advisors
Connecticut
$7.48M +$1.62M +18,813 +30%
GSIS
250
Global Strategic Investment Solutions
Arizona
$7.48M +$254K +2,948 +4%

AVUV Hedge Fund Activity: Q2 2025 in Review

859 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2025, worth a combined $11.1B — up 11% from $10B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new AVUV positions and 48 closed out — a net gain of 55 holders — while 453 added to existing stakes and 250 trimmed.

The largest buyer was Creative Planning, adding an estimated $289M. The largest seller was Morgan Stanley, cutting an estimated $41.5M.

  • 859 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2025, up from 814 in Q1 2025.
  • Funds reported $11.1B of Avantis US Small Cap Value ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 103 funds opened new Avantis US Small Cap Value ETF positions in Q2 2025 and 48 closed out, a net change of +55 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q2 2025 was Creative Planning, an estimated $289M added.
  • The largest Avantis US Small Cap Value ETF seller in Q2 2025 was Morgan Stanley, an estimated $41.5M sold.

Based on aggregated 13F filings for Q2 2025.