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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
GCA
526
Gradient Capital Advisors
California
$1.29M +$250K +2,902 +26%
TWP
527
Tower Wealth Partners
Pennsylvania
$1.29M -$10.5M -121,521 -90%
KW
528
KWB Wealth
California
$1.26M -$402K -4,661 -24%
SAW
529
Signal Advisors Wealth
Michigan
$1.25M +$26.7K +310 +2%
TCG
530
Transcendent Capital Group
Oklahoma
$1.24M +$8.36K +97 +0.7%
HIM
531
Harbour Investment Management
Washington
$1.24M +$44.5K +516 +4%
CWM
532
Cornerstone Wealth Management
Missouri
$1.23M +$89.5K +1,038 +8%
TC
533
TownSquare Capital
Utah
$1.22M +$80.4K +933 +7%
TW
534
Trajan Wealth
Arizona
$1.2M -$7.58K -88 -0.7%
CAMG
535
CWA Asset Management Group
Florida
$1.19M +$7.76K +90 +0.7%
KWM
536
Kingsview Wealth Management
Oregon
$1.18M +$625K +7,250 +126%
JFA
537
JNBA Financial Advisors
Minnesota
$1.18M -$331K -3,838 -23%
ATC
538
Argent Trust Co
Tennessee
$1.17M +$64.7K +751 +6%
MWM
539
Modera Wealth Management
New Jersey
$1.14M -$1.38K -16 -0.1%
LFA
540
Longview Financial Advisors
Alabama
$1.12M -$168K -1,955 -14%
CA
541
CGN Advisors
Kansas
$1.12M +$191K +2,213 +22%
PI
542
PFG Investments
New York
$1.11M +$17.3K +201 +2%
MWM
543
Meridian Wealth Management
Kentucky
$1.11M +$8.79K +102 +0.8%
JCM
544
Jacobi Capital Management
Pennsylvania
$1.11M +$115K +1,336 +12%
WS
545
Wedbush Securities
California
$1.09M +$21.4K +248 +2%
HCP
546
Hardin Capital Partners
South Carolina
$1.09M +$184K +2,135 +22%
PVI
547
Pine Valley Investments
New Jersey
$1.08M -$8.1K -94 -0.8%
FFC
548
First Financial Corp
Indiana
$1.07M -$39.2K -455 -4%
OWA
549
Opal Wealth Advisors
New York
$1.07M +$715K +8,298 +239%
PIS
550
POM Investment Strategies
North Carolina
$1.05M +$980K +11,373 +9,557%

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.