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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
EFP
376
EnRich Financial Partners
Wisconsin
$3.97M +$269K +2,782 +7%
CAPTRUST Financial Advisors
377
CAPTRUST Financial Advisors
North Carolina
$3.96M +$1.19M +12,268 +45%
CL
378
CSS LLC
Illinois
$3.87M +$586K +6,060 +18%
DWM
379
Dopkins Wealth Management
New York
$3.82M +$17.5K +181 +0.5%
BTWM
380
Baker Tilly Wealth Management
Wisconsin
$3.79M +$3.69M +38,096 New
FPW
381
Flywheel Private Wealth
California
$3.77M +$114K +1,176 +3%
CCM
382
Cloud Capital Management
Washington
$3.76M +$424K +4,385 +13%
MAM
383
McLean Asset Management
Virginia
$3.75M +$594K +6,137 +20%
PPWP
384
Premier Path Wealth Partners
New Jersey
$3.74M +$190K +1,964 +6%
PAM
385
Pacific Asset Management
Washington
$3.66M +$270K +2,795 +8%
CSIA
386
Conrad Siegel Investment Advisors
Pennsylvania
$3.62M -$269K -2,782 -7%
QCM
387
Quantinno Capital Management
New York
$3.59M +$2.62M +27,049 +299%
CA
388
Clearstead Advisors
Ohio
$3.56M +$881K +9,110 +34%
SOWAS
389
Silver Oak Wealth Advisors Services
California
$3.48M +$73.9K +764 +2%
FCP
390
Fidelis Capital Partners
Florida
$3.48M +$27.2K +281 +0.8%
DFC
391
DBK Financial Counsel
Ohio
$3.48M +$242K +2,501 +8%
AFA
392
Avant Financial Advisors
Texas
$3.45M +$67.8K +701 +2%
IAS
393
IMA Advisory Services
Colorado
$3.43M -$9.58K -99 -0.3%
RF
394
rebel Financial
Ohio
$3.42M -$3.27M -33,794 Closed
AWM
395
Austin Wealth Management
Texas
$3.41M +$181K +1,874 +6%
FTS
396
Fifth Third Securities
Ohio
$3.37M +$186K +1,924 +6%
CTWM
397
Cherry Tree Wealth Management
Minnesota
$3.36M +$287K +2,962 +10%
WIA
398
World Investment Advisors
California
$3.35M +$301K +3,113 +10%
BOC
399
Bull Oak Capital
California
$3.32M -$1.66M -17,183 -34%
EB
400
Emprise Bank
Kansas
$3.29M -$45.9K -475 -1%

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.