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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
OC
351
Oppenheimer & Co
New York
$4.78M +$620K +6,414 +15%
ETC
352
Exchange Traded Concepts
Oklahoma
$4.75M -$44.5K -460 -1%
JWCA
353
J.W. Cole Advisors
Florida
$4.73M +$174K +1,803 +4%
OCM
354
Orion Capital Management
California
$4.66M +$52.1K +539 +1%
GIA
355
Gladstone Institutional Advisory
Florida
$4.59M -$38.8K -401 -0.9%
IAA
356
Independent Advisor Alliance
North Carolina
$4.57M +$1.09M +11,233 +32%
RWM
357
Rialto Wealth Management
New York
$4.56M +$2.68M +27,705 +153%
BFA
358
Bragg Financial Advisors
North Carolina
$4.53M +$4.41M +45,558 New
SWM
359
Seed Wealth Management
Illinois
$4.49M -$83.2K -860 -2%
EFN
360
Equita Financial Network
Pennsylvania
$4.48M -$413K -4,266 -9%
USCWA
361
U.S. Capital Wealth Advisors
Texas
$4.47M -$150K -1,552 -3%
PGFC
362
Peapack-Gladstone Financial Corp
New Jersey
$4.46M +$1.15M +11,897 +36%
TCM
363
Telos Capital Management
California
$4.38M +$95.4K +986 +2%
SSW
364
Stone Summit Wealth
Florida
$4.35M +$28.7K +297 +0.7%
PCM
365
Peirce Capital Management
Texas
$4.33M -$29.1K -301 -0.7%
FDDB
366
Fidelity D&D Bancorp
Pennsylvania
$4.18M +$447K +4,625 +12%
SHFA
367
SC&H Financial Advisors
Maryland
$4.16M -$996K -10,299 -20%
VIP
368
Vista Investment Partners
Oklahoma
$4.12M +$393K +4,058 +11%
SA
369
Sylvest Advisors
Texas
$4.07M -$97.2K -1,005 -2%
GWMR
370
GC Wealth Management RIA
Massachusetts
$4.06M +$3.48M +35,989 +745%
PCM
371
Passive Capital Management
Maryland
$4.04M -$1.46M -15,107 -27%
MAG
372
Mayfair Advisory Group
Alabama
$4.03M +$27.1K +280 +0.7%
AWM
373
Axxcess Wealth Management
California
$4.02M +$377K +3,900 +11%
LFG
374
Larson Financial Group
Missouri
$4.02M -$784K -8,102 -17%
LA
375
LexAurum Advisors
Kansas
$4M -$1.38M -14,265 -26%

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.