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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
CWMA
326
Capstone Wealth Management (Alabama)
Alabama
$5.59M -$46.3K -479 -0.8%
PSA
327
Plum Street Advisors
Louisiana
$5.59M +$1.76M +18,149 +48%
CFO
328
CVA Family Office
Colorado
$5.58M -$45.2K -467 -0.8%
KIM
329
Kestra Investment Management
Texas
$5.55M +$858K +8,874 +19%
FAM
330
Frontier Asset Management
Wyoming
$5.54M +$9.77K +101 +0.2%
LAM
331
Lifestyle Asset Management
Texas
$5.52M -$13.8K -143 -0.3%
W
332
WorthPointe
California
$5.5M +$296K +3,055 +6%
PA
333
Paragon Advisors
Texas
$5.48M +$4.76M +49,205 +840%
EW
334
Enzi Wealth
Texas
$5.41M +$61.7K +638 +1%
SW
335
SkyOak Wealth
Michigan
$5.4M +$1.16M +12,007 +28%
CWM
336
Castle Wealth Management
Florida
$5.37M -$13.3K -137 -0.3%
EWA
337
Elevate Wealth Advisory
Georgia
$5.33M -$238K -2,461 -4%
LWA
338
Lantern Wealth Advisors
New York
$5.22M +$1.09M +11,302 +27%
QWM
339
Quadcap Wealth Management
Texas
$5.22M +$137K +1,417 +3%
AIS
340
Accredited Investor Services
Minnesota
$5.19M +$240K +2,486 +5%
THL
341
Tillman Hartley LLC
Colorado
$5.19M +$421K +4,348 +9%
BFA
342
Benningfield Financial Advisors
California
$5.15M +$711K +7,355 +17%
VWA
343
Visionary Wealth Advisors
Illinois
$5.14M +$1.01M +10,432 +25%
NCM
344
Northland Capital Management
Minnesota
$5.08M +$14.8K +153 +0.3%
BWP
345
BlueStem Wealth Partners
Minnesota
$5.05M +$71.1K +735 +1%
LOIM
346
Liberty One Investment Management
Illinois
$4.97M -$136K -1,410 -3%
VF
347
Vawter Financial
Ohio
$4.97M +$4.83M +49,902 New
LA
348
Lindenwold Advisors
Pennsylvania
$4.84M +$75.2K +777 +2%
WIM
349
Westside Investment Management
California
$4.82M -$36.7K -379 -0.8%
CFP
350
Cascade Financial Partners
California
$4.79M +$352K +3,635 +8%

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.