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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
PS
301
Planned Solutions
California
$6.74M -$84.2K -870 -1%
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
$6.71M +$6.52M +67,381 New
CFG
303
Carr Financial Group
Massachusetts
$6.68M -$2.24M -23,107 -26%
MHB
304
Midwest Heritage Bank
Iowa
$6.63M +$6.96K +72 +0.1%
PWM
305
Perigon Wealth Management
California
$6.55M +$431K +4,455 +7%
DPI
306
Diversified Portfolios Inc
Michigan
$6.48M +$335K +3,467 +6%
BAG
307
Bridgewealth Advisory Group
California
$6.48M +$382K +3,951 +6%
CFD
308
Creative Financial Designs
Indiana
$6.44M +$259K +2,679 +4%
FA
309
Freestate Advisors
Kansas
$6.27M +$250K +2,586 +4%
GBFP
310
Golden Bell Financial Planning
Georgia
$6.27M +$122K +1,258 +2%
EFL
311
ERn Financial LLC
Wisconsin
$6.23M +$104K +1,073 +2%
WPIC
312
White Pine Investment Company
Michigan
$6.19M +$77.8K +804 +1%
Qube Research & Technologies (QRT)
313
Qube Research & Technologies (QRT)
United Kingdom
$6.06M +$5.85M +60,502 +17,286%
NWM
314
Navigoe Wealth Management
California
$6.03M +$1.35M +13,963 +30%
PMG
315
ProVise Management Group
Florida
$6.01M +$369K +3,813 +7%
CBT
316
CoreFirst Bank & Trust
Kansas
$5.95M +$69.3K +716 +1%
RZH
317
Relyea Zuckerberg Hanson
Connecticut
$5.92M -$72.6K -751 -1%
Truist Financial
318
Truist Financial
North Carolina
$5.9M +$310K +3,202 +6%
TFG
319
Team Financial Group
California
$5.86M -$5.13K -53 -0.1%
PWA
320
PCG Wealth Advisors
Kansas
$5.84M +$5.68M +58,697 New
DSCM
321
Del-Sette Capital Management
New York
$5.81M +$939K +9,712 +20%
SCM
322
Sterneck Capital Management
Missouri
$5.73M +$160K +1,655 +3%
CB
323
Community Bank
New York
$5.71M -$3.19K -33 -0.1%
LFAS
324
Level Four Advisory Services
Texas
$5.7M +$95.3K +985 +2%
JTWM
325
Jackson Thornton Wealth Management
Alabama
$5.69M -$1.33M -13,735 -19%

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.