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Avantis US Small Cap Value ETF

880 hedge funds and large institutions have $12.9B invested in Avantis US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 471 increasing their positions, 252 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $1.84M

87% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 46

87% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 252

15% more capital invested

Capital invested by funds: $11.1B → $12.9B (+$1.72B)

2% more funds holding

Funds holding: 859880 (+21)

1.03% more ownership

Funds ownership: 68.77%69.8% (+1%)

1% more funds holding in top 10

Funds holding in top 10: 138139 (+1)

Holders
880
Holders Change
+21
Holders Change %
+2.44%
% of All Funds
11.55%
Holding in Top 10
139
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.72%
% of All Funds
1.82%
New
86
Increased
471
Reduced
252
Closed
46
Calls
$3.67M
Puts
$1.84M
Net Calls
+$1.83M
Net Calls Change
+$621K
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
676
Cypress Wealth Services
California
$464K +$451K +4,666 New
CB
677
Commerce Bank
Missouri
$461K +$70.1K +725 +19%
SMC
678
Smith, Moore & Co
Missouri
$459K -$43K -444 -9%
LFS
679
Legacy Financial Strategies
Kansas
$455K -$30.7K -317 -6%
NRI
680
NFP Retirement Inc
California
$453K +$70.4K +728 +19%
AWM
681
Arista Wealth Management
Nevada
$450K -$320K -3,304 -42%
DRP
682
Decker Retirement Planning
Utah
$444K +$67.5K +698 +19%
Northern Trust
683
Northern Trust
Illinois
$440K -$238K -2,463 -36%
SFS
684
Summit Financial Strategies
Ohio
$438K
SFWC
685
Strategic Family Wealth Counselors
New Jersey
$435K +$58.9K +609 +16%
SRCM
686
Signature Resources Capital Management
California
$433K -$21.2K -219 -5%
PFBT
687
Parkside Financial Bank & Trust
Missouri
$433K +$51.9K +537 +14%
BWM
688
Brickley Wealth Management
California
$428K -$28.8K -298 -6%
BWMG
689
Bannerman Wealth Management Group
Texas
$425K -$1.16K -12 -0.3%
CT
690
Colonial Trust
South Carolina
$414K
BlackRock
691
BlackRock
New York
$413K +$294K +3,040 +274%
EF
692
Empowered Funds
Pennsylvania
$407K -$109M -1,125,014 -100%
CIM
693
Cambria Investment Management
California
$407K +$396K +4,092 New
GWANC
694
Guardian Wealth Advisors (North Carolina)
North Carolina
$404K +$484 +5 +0.1%
EWP
695
Elevation Wealth Partners
California
$387K +$1.64K +17 +0.4%
AWE
696
Avidian Wealth Enterprises
Texas
$384K -$31.9K -330 -8%
LWM
697
Liberty Wealth Management
California
$380K +$1.74K +18 +0.5%
BWS
698
BCR Wealth Strategies
Alabama
$377K
CA
699
Calton & Associates
Florida
$377K +$366K +3,784 New
MPW
700
Magnolia Private Wealth
Pennsylvania
$369K -$32.9K -340 -8%

AVUV Hedge Fund Activity: Q3 2025 in Review

880 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q3 2025, worth a combined $12.9B — up 15% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AVUV positions and 46 closed out — a net gain of 40 holders — while 471 added to existing stakes and 252 trimmed.

The largest buyer was Creative Planning, adding an estimated $214M. The largest seller was Empowered Funds, cutting an estimated $109M.

  • 880 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q3 2025, up from 859 in Q2 2025.
  • Funds reported $12.9B of Avantis US Small Cap Value ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 86 funds opened new Avantis US Small Cap Value ETF positions in Q3 2025 and 46 closed out, a net change of +40 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q3 2025 was Creative Planning, an estimated $214M added.
  • The largest Avantis US Small Cap Value ETF seller in Q3 2025 was Empowered Funds, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2025.