We are live on ! Find out more
AVUV icon

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
NLP
701
Next Level Private
New York
$307K -$23.3K -270 -7%
KCM
702
KM Capital Management
Texas
$306K -$22.5K -261 -7%
EFA
703
Efficient Frontier Advisors
Connecticut
$306K +$289K +3,355 New
ATI
704
ARK & TLK Investments
Oklahoma
$306K -$345 -4 -0.1%
SA
705
Stewardship Advisors
Pennsylvania
$305K
AWM
706
AE Wealth Management
Kansas
$301K -$135K -1,571 -32%
KFA
707
Kelleher Financial Advisors
New York
$297K -$241K -2,794 -46%
OSAM
708
O'Shaughnessy Asset Management
Connecticut
$295K -$1.21K -14 -0.4%
BJL
709
Brighton Jones LLC
Washington
$286K -$32.2K -374 -11%
OWM
710
Orgel Wealth Management
Wisconsin
$285K
BPWM
711
Badgley Phelps Wealth Managers
Washington
$285K -$107K -1,237 -28%
MAM
712
Mainsail Asset Management
Alabama
$283K +$1.29K +15 +0.5%
AWMM
713
Aegis Wealth Management (Maryland)
Maryland
$281K
AIM
714
Anchor Investment Management
South Carolina
$277K
GCM
715
Gibraltar Capital Management
Oklahoma
$275K +$10.2K +118 +4%
GWM
716
Grand Wealth Management
Michigan
$273K -$28.4K -329 -10%
HBCM
717
Heron Bay Capital Management
Michigan
$269K -$3.66M -42,446 -93%
UF
718
Univest Financial
Pennsylvania
$269K
FWI
719
Facet Wealth Inc
Maryland
$268K -$98K -1,137 -28%
BEAM
720
Baker Ellis Asset Management
Washington
$267K -$159K -1,850 -39%
BIM
721
Baldwin Investment Management
Pennsylvania
$265K -$14.7K -171 -6%
PF
722
Prosperitas Financial
California
$263K -$4.31K -50 -2%
CWMS
723
Cannon Wealth Management Services
North Carolina
$259K +$86 +1 +0%
CFG
724
Citizens Financial Group
Rhode Island
$256K +$948 +11 +0.4%
CC
725
Cornerstone Capital
California
$255K

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.