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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
FFO
451
Fortitude Family Office
Arizona
$2.15M +$1.7M +19,768 +510%
CM
452
Cornerstone Management
Georgia
$2.15M -$211K -2,454 -9%
MOS
453
MGO One Seven
Ohio
$2.14M +$110K +1,275 +6%
IBOK
454
Independence Bank of Kentucky
Kentucky
$2.12M -$272K -3,161 -12%
Goldman Sachs
455
Goldman Sachs
New York
$2.08M +$1.76M +20,372 +815%
SCM
456
SOL Capital Management
Maryland
$2.07M -$141K -1,635 -7%
EWA
457
Etesian Wealth Advisors
Oregon
$2.05M +$232K +2,692 +14%
HP
458
Haven Private
Florida
$2.01M +$37.3K +433 +2%
FF
459
Friday Financial
Iowa
$2M +$181K +2,100 +11%
EE
460
EWG Elevate
California
$2M +$405K +4,695 +27%
LWM
461
LJI Wealth Management
Indiana
$2M -$331K -3,838 -15%
NMG
462
New Millennium Group
Utah
$1.99M +$61.8K +717 +3%
EH
463
Equitable Holdings
New York
$1.99M -$341K -3,951 -15%
PWM
464
Puff Wealth Management
New Jersey
$1.99M -$285K -3,309 -13%
CAG
465
Centerpoint Advisory Group
Kansas
$1.98M -$35.7K -414 -2%
HWMC
466
Heritage Wealth Management (California)
California
$1.98M +$136K +1,574 +8%
AWA
467
Arbor Wealth Advisors
Michigan
$1.98M +$288K +3,340 +18%
MFG
468
Merit Financial Group
Georgia
$1.94M -$552K -6,400 -23%
PWS
469
Proactive Wealth Strategies
Georgia
$1.92M +$152K +1,766 +9%
AFP
470
Ausdal Financial Partners
Iowa
$1.88M -$116K -1,351 -6%
BDWCC
471
B&D White Capital Company
Texas
$1.87M -$13M -150,859 -88%
Natixis Advisors
472
Natixis Advisors
Massachusetts
$1.86M -$90.8K -1,054 -5%
FHA
473
Flagship Harbor Advisors
Massachusetts
$1.84M -$95.6K -1,109 -5%
LEFP
474
Leading Edge Financial Planning
Tennessee
$1.84M +$411K +4,767 +31%
RW
475
RVW Wealth
California
$1.83M -$1.58M -18,378 -48%

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.