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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
TP
426
Tranquility Partners
Tennessee
$2.8M -$26.5K -274 -1%
CAM
427
Cozad Asset Management
Illinois
$2.8M +$108K +1,118 +4%
LNWWM
428
Laird Norton Wetherby Wealth Management
California
$2.78M +$8.42K +87 +0.3%
FA
429
Faithward Advisors
Pennsylvania
$2.77M +$91.3K +944 +4%
HF
430
Holcombe Financial
Georgia
$2.73M +$91.6K +947 +4%
DAS
431
Dynamic Advisor Solutions
Arizona
$2.72M +$27.6K +285 +1%
LG
432
LAM Group
Oregon
$2.72M +$62.4K +645 +2%
GFG
433
Goldstone Financial Group
Illinois
$2.71M +$36.8K +380 +1%
SPA
434
Sentinel Pension Advisors
Massachusetts
$2.69M +$63.7K +659 +2%
CPL
435
CAP Partners LLC
Tennessee
$2.69M +$77.6K +802 +3%
First Manhattan
436
First Manhattan
New York
$2.67M +$271K +2,800 +12%
GRP
437
Global Retirement Partners
California
$2.64M +$142K +1,471 +6%
IWM
438
IHT Wealth Management
Illinois
$2.62M -$125K -1,290 -5%
HA
439
Herold Advisors
New York
$2.62M -$4.94M -51,046 -66%
AFA
440
Alpha Financial Advisors
North Carolina
$2.62M +$64.8K +670 +3%
FWM
441
FMB Wealth Management
California
$2.59M
LFA
442
Lauterbach Financial Advisors
Texas
$2.59M +$219K +2,259 +10%
TCA
443
Transcend Capital Advisors
New Jersey
$2.57M -$535K -5,529 -18%
RFN
444
RDA Financial Network
Iowa
$2.52M +$36.9K +381 +2%
SPC
445
Sigma Planning Corp
Michigan
$2.51M -$111K -1,144 -4%
BDWCC
446
B&D White Capital Company
Texas
$2.51M +$456K +4,717 +23%
Natixis Advisors
447
Natixis Advisors
Massachusetts
$2.49M +$447K +4,618 +23%
OWA
448
ORBA Wealth Advisors
Illinois
$2.49M +$48.7K +503 +2%
DWA
449
Delap Wealth Advisory
Oregon
$2.49M -$10.4K -108 -0.4%
SIMC
450
Squire Investment Management Company
Utah
$2.46M +$28.9K +299 +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.