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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
RIM
26
RW Investment Management
Idaho
$85.7M +$50.8M +525,426 +157%
APP
27
Avantax Planning Partners
Iowa
$82.8M +$3.3M +34,131 +4%
American Century Companies
28
American Century Companies
Missouri
$79.3M +$3.65M +37,748 +5%
SC
29
Savant Capital
Illinois
$77.7M +$39.5M +408,295 +110%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$77.6M +$738K +7,632 +1%
FG
31
Foster Group
Iowa
$72.2M +$3.29M +34,054 +5%
BHWM
32
Beaird Harris Wealth Management
Texas
$70.2M +$4.22M +43,669 +7%
OFG
33
Oxford Financial Group
Indiana
$68.9M -$3.7M -38,245 -5%
MFT
34
Moisand Fitzgerald Tamayo
Florida
$63.3M +$35.7K +369 +0.1%
CAM
35
Cresset Asset Management
Illinois
$61.8M +$3.15M +32,608 +6%
SAM
36
Satovsky Asset Management
New York
$61.7M -$25.5K -264 -0%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$61.1M +$22.6M +233,565 +61%
TA
38
TruWealth Advisors
Louisiana
$60.3M +$1.48M +15,350 +3%
Comerica Bank
39
Comerica Bank
Texas
$59.3M -$1.44M -14,848 -2%
PP
40
PDS Planning
Ohio
$58.1M +$2.13M +22,008 +4%
MWP
41
Meredith Wealth Planning
Illinois
$58M +$1.69M +17,480 +3%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$57.1M -$3.22M -33,330 -5%
ZBNA
43
Zions Bancorporation, National Association
Utah
$54.4M +$52.8M +546,160 +97,355%
KF
44
Krilogy Financial
Missouri
$54.1M +$9.5M +98,180 +22%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$50.4M +$1.17M +12,101 +2%
JP Morgan Chase
46
JP Morgan Chase
New York
$45.4M +$8.23M +85,028 +23%
BEW
47
Burton Enright Welch
California
$45.3M +$2.26M +23,380 +5%
WRPWM
48
Werba Rubin Papier Wealth Management
California
$45.1M -$204K -2,114 -0.5%
Mariner
49
Mariner
Kansas
$45M +$2.64M +27,269 +6%
MAM
50
Marquette Asset Management
Minnesota
$44.7M +$1.37M +14,183 +3%

AVUV Hedge Fund Activity: Q3 2025 in Review

880 of the 7,619 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.