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Avantis US Small Cap Value ETF

880 hedge funds and large institutions have $12.9B invested in Avantis US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 471 increasing their positions, 252 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $1.84M

87% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 46

87% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 252

15% more capital invested

Capital invested by funds: $11.1B → $12.9B (+$1.72B)

2% more funds holding

Funds holding: 859880 (+21)

1.03% more ownership

Funds ownership: 68.77%69.8% (+1%)

1% more funds holding in top 10

Funds holding in top 10: 138139 (+1)

Holders
880
Holders Change
+21
Holders Change %
+2.44%
% of All Funds
11.55%
Holding in Top 10
139
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.72%
% of All Funds
1.82%
New
86
Increased
471
Reduced
252
Closed
46
Calls
$3.67M
Puts
$1.84M
Net Calls
+$1.83M
Net Calls Change
+$621K
Name Holding Trade Value Shares
Change
Change in
Stake
P
251
&Partners
Tennessee
$8.38M +$429K +4,434 +6%
TWA
252
Trace Wealth Advisors
California
$8.27M +$4.35K +45 +0.1%
AFG
253
Atomi Financial Group
New York
$8.27M +$7.3M +75,490 +991%
CAMV
254
Concord Asset Management (Virginia)
Virginia
$8.27M +$144K +1,486 +2%
WGC
255
Watts Gwilliam & Co
Arizona
$8.24M +$10.2K +105 +0.1%
CWP
256
Concord Wealth Partners
Virginia
$8.24M +$115K +1,192 +1%
OWA
257
Oak Wealth Advisors
Illinois
$8.17M +$21.3K +220 +0.3%
FM
258
Foster & Motley
Ohio
$8.17M +$491K +5,071 +7%
SWA
259
Sax Wealth Advisors
New Jersey
$8.12M -$2.22M -22,989 -22%
NL
260
Navalign LLC
California
$8.07M +$67.8K +701 +0.9%
AO
261
Advisor OS
Illinois
$8.06M -$506K -5,229 -6%
IWC
262
Integrated Wealth Concepts
Massachusetts
$8.01M +$3.76M +38,859 +93%
BPA
263
Beacon Pointe Advisors
California
$8.01M +$1.52M +15,750 +24%
IWS
264
Integrity Wealth Solutions
Colorado
$8.01M +$486K +5,019 +7%
PPWM
265
PFG Private Wealth Management
Florida
$8.01M +$7.78M +80,431 New
MA
266
MJP Associates
Connecticut
$7.97M -$693K -7,169 -8%
CFG
267
Cooper Financial Group
California
$7.87M -$160K -1,655 -2%
GSIS
268
Global Strategic Investment Solutions
Arizona
$7.85M -$308K -3,183 -4%
ICM
269
Islay Capital Management
Texas
$7.85M +$640K +6,616 +9%
AWMNY
270
Arcadia Wealth Management (New York)
New York
$7.82M +$342K +3,531 +5%
RPCA
271
Running Point Capital Advisors
California
$7.71M +$110K +1,142 +1%
LCM
272
Liberty Capital Management
Michigan
$7.68M +$578K +5,974 +8%
IA
273
IAM Advisory
Pennsylvania
$7.62M +$66.6K +688 +0.9%
AAS
274
Ameritas Advisory Services
Nebraska
$7.59M +$26.2K +271 +0.4%
DWM
275
Dakota Wealth Management
Florida
$7.58M +$584K +6,039 +9%

AVUV Hedge Fund Activity: Q3 2025 in Review

880 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q3 2025, worth a combined $12.9B — up 15% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AVUV positions and 46 closed out — a net gain of 40 holders — while 471 added to existing stakes and 252 trimmed.

The largest buyer was Creative Planning, adding an estimated $214M. The largest seller was Empowered Funds, cutting an estimated $109M.

  • 880 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q3 2025, up from 859 in Q2 2025.
  • Funds reported $12.9B of Avantis US Small Cap Value ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 86 funds opened new Avantis US Small Cap Value ETF positions in Q3 2025 and 46 closed out, a net change of +40 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q3 2025 was Creative Planning, an estimated $214M added.
  • The largest Avantis US Small Cap Value ETF seller in Q3 2025 was Empowered Funds, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2025.