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
EFG
351
Elios Financial Group
Ohio
$4.18M +$5.86K +68 +0.1%
JWCA
352
J.W. Cole Advisors
Florida
$4.17M +$1.42M +16,499 +56%
CFP
353
Cascade Financial Partners
California
$4.05M -$268K -3,108 -7%
BFA
354
Benningfield Financial Advisors
California
$4.05M +$1.23M +14,299 +47%
PCM
355
Peirce Capital Management
Texas
$3.99M +$835K +9,690 +28%
NEPWA
356
New England Private Wealth Advisors
Massachusetts
$3.99M +$3.68M +42,699 New
Neuberger Berman Group
357
Neuberger Berman Group
New York
$3.97M +$3.76M +43,632 New
SSW
358
Stone Summit Wealth
Florida
$3.95M -$792K -9,191 -17%
TCM
359
Telos Capital Management
California
$3.92M +$321K +3,724 +9%
SW
360
SkyOak Wealth
Michigan
$3.85M -$5.01M -58,170 -58%
SA
361
Sylvest Advisors
Texas
$3.81M +$153K +1,773 +4%
IWC
362
Integrated Wealth Concepts
Massachusetts
$3.79M +$512K +5,941 +17%
OC
363
Oppenheimer & Co
New York
$3.79M +$227K +2,638 +7%
VWA
364
Visionary Wealth Advisors
Illinois
$3.75M -$905K -10,495 -20%
LWA
365
Lantern Wealth Advisors
New York
$3.75M +$3.55M +41,155 New
MAG
366
Mayfair Advisory Group
Alabama
$3.72M -$263K -3,047 -7%
CSIA
367
Conrad Siegel Investment Advisors
Pennsylvania
$3.57M -$669K -7,763 -17%
AWM
368
Aprio Wealth Management
Georgia
$3.54M -$6.8M -78,940 -67%
DWM
369
Dopkins Wealth Management
New York
$3.48M +$659K +7,645 +25%
PSA
370
Plum Street Advisors
Louisiana
$3.46M -$68.2K -791 -2%
FDDB
371
Fidelity D&D Bancorp
Pennsylvania
$3.4M +$734K +8,511 +30%
VIP
372
Vista Investment Partners
Oklahoma
$3.4M +$1.98M +23,026 +161%
EFP
373
EnRich Financial Partners
Wisconsin
$3.38M +$796K +9,233 +33%
FPW
374
Flywheel Private Wealth
California
$3.34M -$992K -11,507 -24%
AWM
375
Axxcess Wealth Management
California
$3.33M +$585K +6,789 +23%

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.