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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
WPC
276
Wedmont Private Capital
Pennsylvania
$7.58M -$104K -1,073 -1%
MA
277
Mutual Advisors
Nebraska
$7.57M +$440K +4,544 +6%
BAM
278
Bayshore Asset Management
Florida
$7.56M +$366K +3,784 +5%
WFS
279
Widmann Financial Services
Maryland
$7.51M +$420K +4,342 +6%
DWP
280
Daymark Wealth Partners
Ohio
$7.46M -$766K -7,922 -10%
CCMG
281
Clark Capital Management Group
Pennsylvania
$7.46M -$428K -4,429 -6%
DWM
282
Dogwood Wealth Management
Kansas
$7.42M +$504K +5,214 +8%
VH
283
Visionary Horizons
Tennessee
$7.41M +$319K +3,294 +5%
CFA
284
Cahill Financial Advisors
Minnesota
$7.26M +$489K +5,051 +7%
KAS
285
KPP Advisory Services
Kentucky
$7.25M -$1.16M -12,035 -14%
FNBSF
286
First National Bank Sioux Falls
South Dakota
$7.22M +$86.1K +890 +1%
NCM
287
NCM Capital Management
New Jersey
$7.2M -$138K -1,424 -2%
UWPG
288
Ullmann Wealth Partners Group
Florida
$7.19M +$2.15M +22,269 +45%
Wealthfront Advisers
289
Wealthfront Advisers
California
$7.17M +$747K +7,723 +12%
CPA
290
Capital Performance Advisors
California
$7.12M +$246K +2,539 +4%
Neuberger Berman Group
291
Neuberger Berman Group
New York
$7.08M +$2.67M +27,552 +63%
PP
292
Prosperity Planning
Missouri
$7.07M +$486K +5,019 +8%
HSWS
293
Higgins & Schmidt Wealth Strategies
Colorado
$7.02M +$199K +2,058 +3%
YWM
294
Yardley Wealth Management
Pennsylvania
$6.99M -$384K -3,974 -5%
IPW
295
Intergy Private Wealth
Colorado
$6.94M +$124K +1,287 +2%
TIM
296
Tortoise Investment Management
New York
$6.91M -$203K -2,095 -3%
PWM
297
Provident Wealth Management
Tennessee
$6.84M +$53.8K +556 +0.8%
PWS
298
Physician Wealth Solutions
Nevada
$6.78M +$36.8K +380 +0.6%
RRWA
299
Rainey & Randall Wealth Advisors
Florida
$6.75M +$76.2K +788 +1%
LAM
300
L2 Asset Management
Massachusetts
$6.74M +$1.41M +14,573 +27%

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.