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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
LIM
626
Leavell Investment Management
Alabama
$556K -$63.8K -740 -11%
RA
627
RFG Advisory
Alabama
$555K +$526K +6,098 New
MWML
628
M Wealth Management LLC
California
$549K -$94.8K -1,100 -15%
TFP
629
Triune Financial Partners
Kansas
$542K +$2.5K +29 +0.5%
GWM
630
Geneos Wealth Management
Colorado
$541K -$268K -3,105 -34%
PGWM
631
Pitti Group Wealth Management
New York
$537K +$4.91K +57 +1%
BCA
632
Bay Colony Advisors
Massachusetts
$536K +$507K +5,884 New
PA
633
Paragon Advisors
Texas
$534K -$15.1M -175,129 -97%
TAM
634
Titleist Asset Management
Texas
$531K -$3.65M -42,307 -88%
JIC
635
Johnson Investment Counsel
Ohio
$521K -$9.57K -111 -2%
MCM
636
Mattern Capital Management
Colorado
$517K +$17.4K +202 +4%
OFS
637
OneAscent Financial Services
Alabama
$515K -$228K -2,648 -32%
GFM
638
GEN Financial Management
Minnesota
$508K +$236K +2,742 +97%
NWA
639
Navis Wealth Advisors
New York
$502K
OMC
640
Old Mission Capital
Illinois
$501K +$474K +5,499 New
Cerity Partners
641
Cerity Partners
New York
$498K +$176K +2,041 +60%
AWM
642
Able Wealth Management
New Jersey
$491K -$700K -8,123 -60%
LPFG
643
Landing Point Financial Group
Ohio
$489K +$85.9K +997 +23%
FFA
644
Fortune Financial Advisors
Kansas
$489K +$3.19K +37 +0.7%
FIA
645
Foundations Investment Advisors
Arizona
$488K +$28.1K +326 +6%
FS
646
Financial Symmetry
North Carolina
$488K +$114K +1,317 +33%
IC
647
IEQ Capital
California
$488K +$517 +6 +0.1%
OA
648
Oceanside Advisors
South Carolina
$479K -$6.81K -79 -1%
PA
649
Parallel Advisors
California
$477K +$134K +1,549 +42%
OBWG
650
Onyx Bridge Wealth Group
New York
$477K +$451K +5,234 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.