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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
CTWM
401
Cherry Tree Wealth Management
Minnesota
$2.81M +$127K +1,479 +5%
LKBC
402
L.K. Benson & Company
Maryland
$2.79M +$45.4K +527 +2%
WIA
403
World Investment Advisors
California
$2.78M +$773K +8,966 +42%
LFA
404
Level Financial Advisors
New York
$2.76M +$361K +4,192 +16%
CPA
405
Cardiff Park Advisors
California
$2.69M +$4.39K +51 +0.2%
ACA
406
Aspire Capital Advisors
Washington
$2.67M -$62.9K -730 -2%
PPW
407
Pasadena Private Wealth
California
$2.64M -$252K -2,921 -9%
PCMC
408
Paragon Capital Management (Colorado)
Colorado
$2.59M +$611K +7,095 +33%
TP
409
Tranquility Partners
Tennessee
$2.59M +$49.9K +579 +2%
HWMO
410
Heritage Wealth Management (Ohio)
Ohio
$2.59M -$35.5K -412 -1%
HIP
411
HUB Investment Partners
Texas
$2.58M -$7.87M -91,312 -76%
AAP
412
Arax Advisory Partners
Colorado
$2.56M +$2.37M +27,495 New
GFG
413
Goldstone Financial Group
Illinois
$2.55M +$74.2K +861 +3%
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$2.54M +$2.4M +27,846 New
IWM
415
IHT Wealth Management
Illinois
$2.52M -$553K -6,414 -19%
FTWA
416
Fifth Third Wealth Advisors
Ohio
$2.51M +$362K +4,204 +18%
CAPTRUST Financial Advisors
417
CAPTRUST Financial Advisors
North Carolina
$2.5M +$133K +1,540 +6%
DAS
418
Dynamic Advisor Solutions
Arizona
$2.46M +$114K +1,317 +5%
CAM
419
Cozad Asset Management
Illinois
$2.46M -$119K -1,375 -5%
FA
420
Faithward Advisors
Pennsylvania
$2.45M +$108K +1,251 +5%
CC
421
Courier Capital
New York
$2.43M +$310K +3,598 +16%
LG
422
LAM Group
Oregon
$2.43M +$561K +6,510 +32%
CA
423
Clearstead Advisors
Ohio
$2.43M +$202K +2,338 +10%
FAIM
424
Financial Advocates Investment Management
Washington
$2.43M -$7.62M -88,383 -77%
KAM
425
Kraft Asset Management
Tennessee
$2.42M +$1.77M +20,555 +344%

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.