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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
SAM
576
Sequent Asset Management
Texas
$862K
DOA
577
D'Orazio & Associates
Virginia
$856K -$12.6M -145,931 -94%
RW
578
REDW Wealth
New Mexico
$837K -$4.57K -53 -0.6%
HAS
579
HBW Advisory Services
California
$829K -$256K -2,973 -25%
QCM
580
Quantinno Capital Management
New York
$823K -$46.5K -539 -6%
CWA
581
Capital Wealth Alliance
Arizona
$822K -$315K -3,660 -29%
CRC
582
Curi RMB Capital
Illinois
$817K +$773K +8,964 New
HP
583
Holistic Planning
Texas
$815K +$771K +8,944 New
E
584
EntreWealth
Texas
$797K +$198K +2,292 +35%
Fidelity Investments
585
Fidelity Investments
Massachusetts
$795K +$317K +3,682 +73%
CPIA
586
Cornell Pochily Investment Advisors
New York
$790K -$63.1K -732 -8%
WMWM
587
Whitaker-Myers Wealth Managers
Ohio
$787K +$27.1K +314 +4%
GKWIM
588
Gerber Kawasaki Wealth & Investment Management
California
$777K -$201K -2,327 -21%
KA
589
Klingman & Associates
New York
$751K +$2.67K +31 +0.4%
TF
590
Tenon Financial
New Jersey
$742K +$29.6K +344 +4%
SF
591
Synovus Financial
Georgia
$724K +$44.6K +518 +7%
KFP
592
KMG Fiduciary Partners
Ohio
$720K +$681K +7,904 New
KPP
593
Kings Path Partners
Texas
$719K +$29.1K +338 +4%
IA
594
IFP Advisors
Florida
$713K -$3.29M -38,150 -83%
AWM
595
Arista Wealth Management
Nevada
$713K +$152K +1,767 +29%
KP
596
Keel Point
Alabama
$695K +$308K +3,569 +88%
AFG
597
Atomi Financial Group
New York
$694K +$402K +4,663 +158%
CWA
598
Centennial Wealth Advisory
Michigan
$692K +$344K +3,987 +110%
CFA
599
Camarda Financial Advisors
Florida
$689K +$28.3K +328 +5%
RFP
600
RCS Financial Planning
Maryland
$683K +$125K +1,454 +24%

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.