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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
DWM
276
Dogwood Wealth Management
Kansas
$6.56M +$692K +8,031 +13%
FNBSF
277
First National Bank Sioux Falls
South Dakota
$6.53M +$100K +1,162 +2%
TIM
278
Tortoise Investment Management
New York
$6.52M +$580K +6,725 +10%
VH
279
Visionary Horizons
Tennessee
$6.48M +$804K +9,333 +15%
LCM
280
Liberty Capital Management
Michigan
$6.48M +$1.81M +21,001 +42%
WFS
281
Widmann Financial Services
Maryland
$6.48M +$603K +6,995 +11%
SPIA
282
Steward Partners Investment Advisory
New York
$6.45M +$858K +9,956 +16%
DWM
283
Dakota Wealth Management
Florida
$6.39M -$1.81M -20,964 -23%
CPA
284
Capital Performance Advisors
California
$6.29M -$14K -162 -0.2%
PS
285
Planned Solutions
California
$6.24M -$2.97M -34,470 -33%
IPW
286
Intergy Private Wealth
Colorado
$6.24M +$203K +2,350 +4%
HSWS
287
Higgins & Schmidt Wealth Strategies
Colorado
$6.24M +$339K +3,929 +6%
PWM
288
Provident Wealth Management
Tennessee
$6.21M +$44.1K +512 +0.8%
CFA
289
Cahill Financial Advisors
Minnesota
$6.19M +$1.65M +19,188 +39%
PWS
290
Physician Wealth Solutions
Nevada
$6.17M +$2.27M +26,314 +64%
GWM
291
Greenwich Wealth Management
Connecticut
$6.16M -$1.96M -22,749 -25%
RRWA
292
Rainey & Randall Wealth Advisors
Florida
$6.1M +$226K +2,627 +4%
MHB
293
Midwest Heritage Bank
Iowa
$6.06M +$24.3K +282 +0.4%
PP
294
Prosperity Planning
Missouri
$6.01M +$890K +10,328 +19%
WAS
295
WESPAC Advisors SoCal
California
$5.96M +$2.36M +27,396 +72%
TIAA Trust, National Association
296
TIAA Trust, National Association
North Carolina
$5.94M -$327K -3,791 -5%
BPA
297
Beacon Pointe Advisors
California
$5.89M +$161K +1,866 +3%
AC
298
Apella Capital
Connecticut
$5.89M +$1.99M +23,115 +58%
Wealthfront Advisers
299
Wealthfront Advisers
California
$5.86M +$1.03M +11,991 +23%
CFD
300
Creative Financial Designs
Indiana
$5.65M +$3.84M +44,515 +254%

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.