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
LAM
326
L2 Asset Management
Massachusetts
$4.84M +$2.57M +29,843 +128%
W
327
WorthPointe
California
$4.75M +$252K +2,927 +6%
SHFA
328
SC&H Financial Advisors
Maryland
$4.75M +$74.5K +865 +2%
LOIM
329
Liberty One Investment Management
Illinois
$4.68M +$155K +1,801 +4%
QWM
330
Quadcap Wealth Management
Texas
$4.65M +$411K +4,764 +10%
NCM
331
Northland Capital Management
Minnesota
$4.64M +$650K +7,547 +17%
BOC
332
Bull Oak Capital
California
$4.61M -$5.13M -59,540 -54%
BWP
333
BlueStem Wealth Partners
Minnesota
$4.56M +$478K +5,545 +12%
UWPG
334
Ullmann Wealth Partners Group
Florida
$4.56M +$3.69M +42,844 +598%
PWM
335
Parkworth Wealth Management
California
$4.53M +$208K +2,412 +5%
AIS
336
Accredited Investor Services
Minnesota
$4.52M +$558K +6,476 +15%
EFN
337
Equita Financial Network
Pennsylvania
$4.49M +$386K +4,484 +10%
WIM
338
Westside Investment Management
California
$4.45M +$453K +5,260 +12%
DSCM
339
Del-Sette Capital Management
New York
$4.43M -$974K -11,301 -19%
LFG
340
Larson Financial Group
Missouri
$4.42M +$60.9K +707 +1%
ETC
341
Exchange Traded Concepts
Oklahoma
$4.39M -$793K -9,206 -16%
LA
342
Lindenwold Advisors
Pennsylvania
$4.36M -$31.5K -366 -0.8%
THL
343
Tillman Hartley LLC
Colorado
$4.35M +$109K +1,262 +3%
CWA
344
Canvas Wealth Advisors
Kansas
$4.34M +$26.8K +311 +0.7%
NWM
345
Navigoe Wealth Management
California
$4.25M +$1.42M +16,500 +55%
GIA
346
Gladstone Institutional Advisory
Florida
$4.23M +$291K +3,371 +8%
USCWA
347
U.S. Capital Wealth Advisors
Texas
$4.23M -$1.04M -12,096 -21%
OCM
348
Orion Capital Management
California
$4.22M +$32.9K +382 +0.8%
KIM
349
Kestra Investment Management
Texas
$4.21M +$2.64M +30,661 +189%
SWM
350
Seed Wealth Management
Illinois
$4.19M -$65.1K -755 -2%

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.