We are live on ! Find out more
AVUV icon

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
OWA
251
Oak Wealth Advisors
Illinois
$7.46M -$123K -1,426 -2%
CWM
252
Collaborative Wealth Management
Florida
$7.46M +$579K +6,721 +9%
CAMV
253
Concord Asset Management (Virginia)
Virginia
$7.43M -$70.6K -819 -1%
CWP
254
Concord Wealth Partners
Virginia
$7.43M +$2.33K +27 +0%
CAL
255
Capital Analysts LLC
Pennsylvania
$7.4M +$3.08M +35,773 +79%
CFG
256
Cooper Financial Group
California
$7.35M -$242K -2,804 -3%
CIA
257
Concurrent Investment Advisors
Florida
$7.35M +$579K +6,719 +9%
WPC
258
Wedmont Private Capital
Pennsylvania
$7.34M -$304K -3,523 -4%
NL
259
Navalign LLC
California
$7.32M +$317K +3,682 +5%
CCMG
260
Clark Capital Management Group
Pennsylvania
$7.23M +$6.84M +79,337 New
P
261
&Partners
Tennessee
$7.17M +$917K +10,636 +15%
HA
262
Herold Advisors
New York
$7.05M +$143K +1,661 +2%
FM
263
Foster & Motley
Ohio
$7.02M +$1.01M +11,776 +18%
PWM
264
Parkshore Wealth Management
California
$6.96M +$323K +3,745 +5%
RPCA
265
Running Point Capital Advisors
California
$6.95M +$2.12M +24,608 +48%
AAS
266
Ameritas Advisory Services
Nebraska
$6.92M -$1.5M -17,369 -19%
IA
267
IAM Advisory
Pennsylvania
$6.91M +$100K +1,164 +2%
IWS
268
Integrity Wealth Solutions
Colorado
$6.87M +$465K +5,393 +8%
AWMNY
269
Arcadia Wealth Management (New York)
New York
$6.84M +$393K +4,561 +6%
MA
270
Mutual Advisors
Nebraska
$6.82M +$596K +6,911 +11%
YWM
271
Yardley Wealth Management
Pennsylvania
$6.76M +$109K +1,259 +2%
NCM
272
NCM Capital Management
New Jersey
$6.74M +$416K +4,828 +7%
JTWM
273
Jackson Thornton Wealth Management
Alabama
$6.69M +$871K +10,109 +17%
ICM
274
Islay Capital Management
Texas
$6.58M -$407K -4,726 -6%
BAM
275
Bayshore Asset Management
Florida
$6.58M -$90.1K -1,045 -1%

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.