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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
HF
426
Holcombe Financial
Georgia
$2.42M -$224K -2,603 -9%
SPA
427
Sentinel Pension Advisors
Massachusetts
$2.41M +$147K +1,709 +7%
SPC
428
Sigma Planning Corp
Michigan
$2.4M -$334K -3,870 -13%
Citadel Advisors
429
Citadel Advisors
Florida
$2.4M -$4.1M -47,592 -64%
SWM
430
Sculati Wealth Management
Michigan
$2.39M +$1.99M +23,055 +720%
CPL
431
CAP Partners LLC
Tennessee
$2.39M +$162K +1,882 +8%
FWM
432
FMB Wealth Management
California
$2.37M -$57.3K -665 -2%
BWM
433
BigSur Wealth Management
Florida
$2.36M -$21.1K -245 -0.9%
AFA
434
Alpha Financial Advisors
North Carolina
$2.33M +$2.21M +25,620 New
MCWA
435
Meadow Creek Wealth Advisors
Georgia
$2.28M +$13.4K +156 +0.6%
GRP
436
Global Retirement Partners
California
$2.28M +$2.16M +25,074 New
PCG
437
PFC Capital Group
California
$2.28M +$1.18M +13,721 +121%
DWA
438
Delap Wealth Advisory
Oregon
$2.28M -$965K -11,197 -31%
RFN
439
RDA Financial Network
Iowa
$2.27M +$115K +1,337 +6%
XPN
440
XY Planning Network
Montana
$2.26M +$380K +4,409 +22%
VCM
441
Versant Capital Management
Arizona
$2.25M +$86 +1 +0%
OWA
442
ORBA Wealth Advisors
Illinois
$2.23M -$1.11M -12,926 -35%
SIMC
443
Squire Investment Management Company
Utah
$2.22M -$1.22M -14,179 -37%
BFG
444
Beacon Financial Group
Texas
$2.22M -$614K -7,125 -23%
ADL
445
Asset Dedication LLC
California
$2.21M +$887K +10,290 +73%
TA
446
TFB Advisors
Kansas
$2.2M -$413K -4,797 -17%
PCA
447
Prosperity Capital Advisors
Ohio
$2.19M -$53.1K -616 -2%
First Manhattan
448
First Manhattan
New York
$2.19M
LFA
449
Lauterbach Financial Advisors
Texas
$2.16M +$912K +10,581 +80%
SA
450
Sovran Advisors
California
$2.16M -$344K -3,986 -15%

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.