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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
S
501
Sachetta
Massachusetts
$1.47M -$83.3K -966 -6%
FCAM
502
First Citizens Asset Management
North Carolina
$1.46M +$1.38M +16,045 New
AF
503
Apollon Financial
South Carolina
$1.44M +$151K +1,753 +12%
CAM
504
Clark Asset Management
New Hampshire
$1.44M -$78.6K -912 -5%
FFM
505
Forum Financial Management
Illinois
$1.43M -$56K -650 -4%
MWA
506
Merkkuri Wealth Advisors
New York
$1.42M +$199K +2,306 +17%
TL
507
Tradewinds LLC
North Carolina
$1.42M +$1.34M +15,548 New
TIA
508
Traphagen Investment Advisors
New Jersey
$1.4M -$3.12M -36,210 -70%
BRWA
509
B. Riley Wealth Advisors
Florida
$1.38M +$1.31M +15,199 New
VCM
510
Vivaldi Capital Management
Illinois
$1.37M +$237K +2,752 +22%
FAI
511
Fiduciary Advisors Inc
Missouri
$1.37M +$139K +1,607 +12%
National Bank of Canada
512
National Bank of Canada
Quebec, Canada
$1.37M -$143K -1,657 -10%
SSWM
513
Sheets Smith Wealth Management
North Carolina
$1.35M -$120K -1,398 -9%
CWM
514
Congress Wealth Management
Massachusetts
$1.34M -$13.5K -157 -1%
EPW
515
Endeavor Private Wealth
Kansas
$1.34M +$287K +3,334 +29%
FTUS
516
Flow Traders U.S.
New York
$1.34M +$1.27M +14,757 New
KRW
517
Kaufman Rossin Wealth
Florida
$1.34M -$49.4K -573 -4%
SWM
518
Seaside Wealth Management
California
$1.34M -$447K -5,190 -26%
HI
519
Harbour Investments
Wisconsin
$1.33M -$215K -2,489 -15%
SAI
520
Savvy Advisors Inc
New York
$1.32M -$57.7K -670 -4%
BF
521
BOK Financial
Oklahoma
$1.31M +$96.4K +1,118 +8%
FWM
522
Fortress Wealth Management
California
$1.3M +$257K +2,986 +26%
IWM
523
Integris Wealth Management
California
$1.3M +$1.23M +14,254 New
GC
524
Guidance Capital
Kentucky
$1.29M +$24.8K +288 +2%
AIP
525
Almanack Investment Partners
Pennsylvania
$1.29M +$86 +1 +0%

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.