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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
SEA
376
Stegent Equity Advisors
Texas
$3.27M +$1.36M +15,797 +79%
EWA
377
EverSource Wealth Advisors
Alabama
$3.25M +$1.02M +11,856 +50%
PPWP
378
Premier Path Wealth Partners
New Jersey
$3.24M +$73.4K +852 +2%
FCP
379
Fidelis Capital Partners
Florida
$3.21M -$346K -4,019 -10%
IAA
380
Independent Advisor Alliance
North Carolina
$3.16M +$754K +8,745 +34%
IAS
381
IMA Advisory Services
Colorado
$3.15M +$42K +487 +1%
SOWAS
382
Silver Oak Wealth Advisors Services
California
$3.12M -$164K -1,901 -5%
GLA
383
Good Life Advisors
Pennsylvania
$3.1M +$86.8K +1,007 +3%
PAM
384
Pacific Asset Management
Washington
$3.09M +$334K +3,871 +13%
AFA
385
Avant Financial Advisors
Texas
$3.09M +$412K +4,783 +16%
RF
386
rebel Financial
Ohio
$3.08M +$2.91M +33,794 New
CCM
387
Cloud Capital Management
Washington
$3.06M -$65.8K -764 -2%
JWM
388
JDH Wealth Management
California
$3.06M +$226K +2,625 +8%
EB
389
Emprise Bank
Kansas
$3.06M -$956K -11,092 -25%
AWM
390
Austin Wealth Management
Texas
$3.03M +$529K +6,134 +23%
PGFC
391
Peapack-Gladstone Financial Corp
New Jersey
$3M +$2.29M +26,576 +422%
CL
392
CSS LLC
Illinois
$2.99M +$152K +1,760 +6%
FFG
393
Foundry Financial Group
New Hampshire
$2.99M +$437K +5,076 +18%
CW
394
CreativeOne Wealth
Kansas
$2.97M +$787K +9,130 +39%
DFC
395
DBK Financial Counsel
Ohio
$2.96M +$285K +3,306 +11%
MAM
396
McLean Asset Management
Virginia
$2.95M +$334K +3,881 +14%
FTS
397
Fifth Third Securities
Ohio
$2.91M +$488K +5,664 +22%
TCA
398
Transcend Capital Advisors
New Jersey
$2.86M +$138K +1,597 +5%
CPWM
399
Cypress Point Wealth Management
Texas
$2.85M -$381K -4,426 -12%
CW
400
Curio Wealth
Maryland
$2.83M +$2.65M +30,700 +9,137%

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.