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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
TWA
26
TCI Wealth Advisors
Arizona
$83.4M +$4.34M +50,356 +6%
APP
27
Avantax Planning Partners
Iowa
$72.7M -$1.72M -20,002 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$70.3M -$7.62M -88,414 -10%
American Century Companies
29
American Century Companies
Missouri
$69.1M +$1.63M +18,884 +3%
OFG
30
Oxford Financial Group
Indiana
$66.5M +$2.12M +24,544 +3%
FG
31
Foster Group
Iowa
$63M +$2.41M +27,953 +4%
BHWM
32
Beaird Harris Wealth Management
Texas
$60.3M +$6.08M +70,547 +12%
MFT
33
Moisand Fitzgerald Tamayo
Florida
$57.9M +$4.48M +52,019 +9%
PPW
34
Parcion Private Wealth
Washington
$56.6M +$260K +3,014 +0.5%
SAM
35
Satovsky Asset Management
New York
$56.5M +$627K +7,277 +1%
Comerica Bank
36
Comerica Bank
Texas
$55.6M +$568K +6,588 +1%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$55.3M +$43.6M +506,450 +503%
HWM
38
HB Wealth Management
Georgia
$55.2M -$12.6M -146,358 -19%
TA
39
TruWealth Advisors
Louisiana
$53.8M +$2.84M +32,929 +6%
CAM
40
Cresset Asset Management
Illinois
$53.6M +$989K +11,478 +2%
MWP
41
Meredith Wealth Planning
Illinois
$51.5M +$7.42M +86,086 +18%
PP
42
PDS Planning
Ohio
$51.1M +$3.58M +41,568 +8%
Corient Private Wealth
43
Corient Private Wealth
Florida
$48.9M +$11.6M +134,835 +34%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$45M -$5.47M -63,513 -11%
FCBT
45
First Citizens Bank & Trust
North Carolina
$43.3M +$41M +475,392 New
KF
46
Krilogy Financial
Missouri
$41.5M +$2.72M +31,519 +7%
WRPWM
47
Werba Rubin Papier Wealth Management
California
$41.5M +$173K +2,009 +0.4%
MAM
48
Marquette Asset Management
Minnesota
$39.6M -$3.75M -43,500 -9%
BEW
49
Burton Enright Welch
California
$39.3M +$1.51M +17,506 +4%
Mariner
50
Mariner
Kansas
$38.7M -$516K -5,983 -1%

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.