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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
SMC
651
Smith, Moore & Co
Missouri
$461K -$4.51M -52,373 -91%
AGP
652
Autumn Glory Partners
Texas
$460K
AW
653
Atlas Wealth
Ohio
$459K
SC
654
Scotia Capital
Ontario, Canada
$456K +$432K +5,007 New
ECM
655
Evergreen Capital Management
Washington
$456K
RPA
656
Redwood Park Advisors
California
$454K +$74K +859 +21%
TSWM
657
Tyler-Stone Wealth Management
Ohio
$453K -$29.5K -342 -6%
SEIA
658
Signature Estate & Investment Advisors
California
$449K +$175K +2,031 +70%
ACA
659
Aptus Capital Advisors
Alabama
$449K -$7.07K -82 -2%
PB
660
Pinnacle Bancorp
Nebraska
$447K -$39.7K -461 -9%
LFS
661
Legacy Financial Strategies
Kansas
$446K -$1.63M -18,964 -79%
GC
662
Grimes & Company
Massachusetts
$443K +$1.98K +23 +0.5%
GWMR
663
GC Wealth Management RIA
Massachusetts
$440K +$26.9K +312 +7%
PWP
664
Parkwoods Wealth Partners
New York
$431K +$33K +383 +9%
CWI
665
Conscious Wealth Investments
Florida
$428K +$9.82K +114 +3%
BWM
666
Brickley Wealth Management
California
$419K +$18.9K +219 +5%
SRCM
667
Signature Resources Capital Management
California
$416K -$10.9K -126 -3%
SWM
668
Selective Wealth Management
Virginia
$416K +$63.1K +732 +20%
PTC
669
Private Trust Company
Ohio
$402K +$7.5K +87 +2%
SFS
670
Summit Financial Strategies
Ohio
$401K +$380K +4,405 New
AWA
671
Acorn Wealth Advisors
Michigan
$393K +$121K +1,400 +48%
BWMG
672
Bannerman Wealth Management Group
Texas
$390K -$105K -1,213 -22%
CT
673
Clearstead Trust
Maine
$388K +$49.9K +579 +16%
MQWP
674
Morey & Quinn Wealth Partners
Nebraska
$386K +$366K +4,241 New
AWE
675
Avidian Wealth Enterprises
Texas
$382K +$259 +3 +0.1%

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.