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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
CT
676
Colonial Trust
South Carolina
$379K +$5.6K +65 +2%
VFA
677
Valeo Financial Advisors
Indiana
$370K -$204K -2,366 -37%
GWANC
678
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K -$14.7K -170 -4%
MPW
679
Magnolia Private Wealth
Pennsylvania
$369K -$151K -1,750 -30%
SI
680
Seeds Investor
New York
$367K +$347K +4,027 New
CB
681
Commerce Bank
Missouri
$356K +$13.1K +152 +4%
BBHC
682
Brown Brothers Harriman & Co
New York
$354K +$335K +3,891 New
EWP
683
Elevation Wealth Partners
California
$353K +$334K +3,873 New
NRI
684
NFP Retirement Inc
California
$348K +$54.6K +633 +20%
PFBT
685
Parkside Financial Bank & Trust
Missouri
$347K -$12.9K -150 -4%
LWM
686
Liberty Wealth Management
California
$346K +$1.55K +18 +0.5%
BWS
687
BCR Wealth Strategies
Alabama
$345K
DRP
688
Decker Retirement Planning
Utah
$342K +$10.2K +118 +3%
SFWC
689
Strategic Family Wealth Counselors
New Jersey
$342K +$324K +3,757 New
BTI
690
Blue Trust Inc
Georgia
$338K -$11.8K -137 -4%
KFGK
691
Keystone Financial Group (Kentucky)
Kentucky
$337K -$26.8K -311 -8%
SC
692
Schubert & Co
Texas
$335K +$317K +3,681 New
First Trust Advisors
693
First Trust Advisors
Illinois
$333K +$315K +3,660 New
PPH
694
Pure Portfolios Holdings
Oregon
$330K +$6.12K +71 +2%
VW
695
Vance Wealth
California
$329K +$312K +3,616 New
CCA
696
Cora Capital Advisors
New Jersey
$328K -$20.9K -243 -6%
GWS
697
Glassman Wealth Services
Virginia
$328K
BWP
698
Balboa Wealth Partners
Arizona
$324K +$21.2K +246 +7%
TWA
699
Trellis Wealth Advisors
California
$316K +$19.8K +230 +7%
Bank of New York Mellon
700
Bank of New York Mellon
New York
$308K -$321K -3,730 -52%

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.