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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
AAS
551
Annex Advisory Services
Wisconsin
$1.04M -$359K -4,166 -27%
CWA
552
CogentBlue Wealth Advisors
Tennessee
$1.04M +$406K +4,709 +70%
SA
553
Strategic Advisors
New York
$1.02M -$32.8K -381 -3%
AWA
554
Arkadios Wealth Advisors
Georgia
$1.02M +$105K +1,222 +12%
RWA
555
Redmont Wealth Advisors
Illinois
$1.01M -$58.5K -679 -6%
NRW
556
Nova R Wealth
Kansas
$1M -$36.5K -424 -4%
DWM
557
Denver Wealth Management
Colorado
$997K +$943K +10,945 New
HAP
558
Harbor Asset Planning
Massachusetts
$994K +$940K +10,911 New
MC
559
Middleton & Co
Massachusetts
$992K -$90.5K -1,050 -9%
FAG
560
Financial Architects (Georgia)
Georgia
$979K +$926K +10,750 New
IF
561
Ironwood Financial
Arizona
$978K
FGA
562
Fortis Group Advisors
New Jersey
$965K +$14.4K +167 +2%
CA
563
Claro Advisors
Massachusetts
$944K +$172K +1,993 +24%
CA
564
Cornerstone Advisory
Maryland
$931K -$13.6K -158 -2%
Renaissance Technologies
565
Renaissance Technologies
New York
$929K -$1.61M -18,700 -65%
SW
566
SVB Wealth
Massachusetts
$929K +$879K +10,195 New
TFS
567
Thoroughbred Financial Services
Tennessee
$924K +$192K +2,230 +28%
Brown Advisory
568
Brown Advisory
Maryland
$918K +$29.6K +344 +4%
CCFM
569
Clear Creek Financial Management
Washington
$916K +$295K +3,424 +52%
FHA
570
First Horizon Advisors
Tennessee
$901K +$743K +8,620 +678%
ACM
571
Aspen Capital Management
Idaho
$888K +$840K +9,752 New
SWP
572
Stratos Wealth Partners
Ohio
$887K -$3.35M -38,909 -80%
PWH
573
Priebe Wealth Holdings
Minnesota
$886K -$485K -5,632 -37%
Tudor Investment Corp
574
Tudor Investment Corp
Connecticut
$873K +$825K +9,578 New
IAN
575
Integrated Advisors Network
Texas
$863K +$15.9K +185 +2%

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.