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Avantis US Small Cap Value ETF

1,139 hedge funds and large institutions have $20.2B invested in Avantis US Small Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 589 increasing their positions, 319 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 42

85% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 319

23% more capital invested

Capital invested by funds: $16.5B → $20.2B (+$3.73B)

11% more funds holding in top 10

Funds holding in top 10: 184205 (+21)

8% more funds holding

Funds holding: 1,0591,139 (+80)

0.55% less ownership

Funds ownership: 70.02%69.47% (-0.55%)

3% less call options, than puts

Call options by funds: $7.21M | Put options by funds: $7.41M

Holders
1,139
Holders Change
+80
Holders Change %
+7.55%
% of All Funds
13.76%
Holding in Top 10
205
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+11.41%
% of All Funds
2.48%
New
143
Increased
589
Reduced
319
Closed
42
Calls
$7.21M
Puts
$7.41M
Net Calls
-$200K
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$129M +$18.9M +158,335 +18%
AA
27
Alesco Advisors
New York
$127M -$3.55M -29,728 -3%
JP Morgan Chase
28
JP Morgan Chase
New York
$121M +$12.1M +101,269 +12%
SC
29
Savant Capital
Illinois
$118M -$1.42M -11,873 -1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$115M +$3.86M +32,398 +4%
RIM
31
RW Investment Management
Idaho
$113M -$1.43M -12,016 -1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$111M -$7.51M -62,977 -7%
APP
33
Avantax Planning Partners
Iowa
$108M +$225K +1,890 +0.2%
BHWM
34
Beaird Harris Wealth Management
Texas
$93.6M +$221K +1,854 +0.2%
FG
35
Foster Group
Iowa
$85.6M -$1.98M -16,635 -2%
PAG
36
Private Advisor Group
New Jersey
$85.5M +$60.9M +510,329 +291%
CAM
37
Cresset Asset Management
Illinois
$85.2M +$7.03M +58,894 +9%
SP
38
Symmetry Partners
Connecticut
$83.3M -$1.15M -9,673 -1%
MFT
39
Moisand Fitzgerald Tamayo
Florida
$78.8M -$150K -1,254 -0.2%
FFA
40
Farther Finance Advisors
California
$78.6M +$8.5M +71,254 +13%
SAM
41
Satovsky Asset Management
New York
$77.1M -$211K -1,772 -0.3%
PP
42
PDS Planning
Ohio
$76.7M +$1.38M +11,592 +2%
PHWA
43
Petersen Hastings Wealth Advisors
Washington
$74.5M -$1.62M -13,566 -2%
AWM
44
Avior Wealth Management
Nebraska
$73.6M +$37.1M +310,664 +111%
MWP
45
Meredith Wealth Planning
Illinois
$73.4M -$420K -3,519 -0.6%
KF
46
Krilogy Financial
Missouri
$71.6M +$1.3M +10,886 +2%
Corient Private Wealth
47
Corient Private Wealth
Florida
$69.8M +$3.23M +27,110 +5%
ZBNA
48
Zions Bancorporation, National Association
Utah
$68.1M +$333K +2,788 +0.5%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$68M +$589K +4,934 +0.9%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$65.8M +$13.8M +115,812 +28%

AVUV Hedge Fund Activity: Q2 2026 in Review

1,139 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2026, worth a combined $20.2B — up 23% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new AVUV positions and 42 closed out — a net gain of 101 holders — while 589 added to existing stakes and 319 trimmed.

The largest buyer was Creative Planning, adding an estimated $168M. The largest seller was Mariner, cutting an estimated $43.6M.

  • 1,139 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2026, up from 1,059 in Q1 2026.
  • Funds reported $20.2B of Avantis US Small Cap Value ETF stock for Q2 2026, up 23% quarter-over-quarter.
  • 143 funds opened new Avantis US Small Cap Value ETF positions in Q2 2026 and 42 closed out, a net change of +101 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q2 2026 was Creative Planning, an estimated $168M added.
  • The largest Avantis US Small Cap Value ETF seller in Q2 2026 was Mariner, an estimated $43.6M sold.

Based on aggregated 13F filings for Q2 2026.