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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
AF
476
Atala Financial
California
$1.83M +$23.1K +268 +1%
OFG
477
OmniStar Financial Group
North Carolina
$1.8M +$2.26M +26,249 New
PS
478
Principal Securities
Iowa
$1.8M +$1.54M +17,898 +968%
JPLA
479
Joseph P. Lucia & Associates
New York
$1.77M -$10.3K -120 -0.6%
BWS
480
Broadway Wealth Solutions
Texas
$1.74M +$1.65M +19,111 New
APG
481
Abacus Planning Group
South Carolina
$1.73M +$1.05M +12,187 +178%
Financial Engines Advisors
482
Financial Engines Advisors
California
$1.71M -$1.4M -16,294 -47%
CFS
483
CRA Financial Services
New Jersey
$1.67M +$78.8K +914 +5%
CA
484
CoreCap Advisors
Michigan
$1.66M +$277K +3,210 +21%
LCWP
485
Legacy Capital Wealth Partners
Arkansas
$1.65M +$96.8K +1,123 +7%
RWM
486
Rialto Wealth Management
New York
$1.65M +$632K +7,332 +68%
EAM
487
Evanson Asset Management
California
$1.65M +$68.6K +796 +5%
SXL
488
Summit X LLC
Missouri
$1.64M -$45.3K -526 -3%
MAMG
489
Milestone Asset Management Group
Connecticut
$1.63M +$17.7K +205 +1%
MWA
490
MN Wealth Advisors
Kansas
$1.62M -$350K -4,064 -19%
FCM
491
Fortis Capital Management
Washington
$1.62M -$3.96K -46 -0.3%
ACM
492
Armbruster Capital Management
New York
$1.61M +$572K +6,637 +60%
BEI
493
Benjamin Edwards Inc
Missouri
$1.59M +$44.4K +515 +3%
PSCM
494
Per Stirling Capital Management
Texas
$1.57M -$558K -6,479 -27%
IWP
495
Insight Wealth Partners
Texas
$1.57M +$50.1K +581 +3%
CA
496
Clune & Associates
Illinois
$1.56M +$81.2K +942 +6%
NPT
497
Nixon Peabody Trust
Massachusetts
$1.55M +$371K +4,304 +34%
RWM
498
Rockwood Wealth Management
Pennsylvania
$1.52M
GAM
499
GEM Asset Management
Michigan
$1.49M +$86K +998 +7%
M
500
MOTCO
Texas
$1.48M +$1.38M +15,968 New

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.