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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
FPGK
51
Financial Partners Group (Kansas)
Kansas
$35.8M +$924K +10,723 +3%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$34.9M -$1.62M -18,849 -5%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$34.7M +$9.07M +105,223 +38%
AC
54
AlphaCore Capital
California
$34.2M +$28.6M +331,819 +764%
SC
55
Savant Capital
Illinois
$33.9M +$12.6M +145,905 +65%
TH
56
Team Hewins
California
$33.8M +$1.76M +20,454 +6%
JP Morgan Chase
57
JP Morgan Chase
New York
$33.8M +$8.79M +101,955 +38%
MIC
58
Means Investment Company
Maine
$32.8M +$1.09M +12,657 +4%
OFS
59
Orrstown Financial Services
Pennsylvania
$32.8M +$1.17M +13,617 +4%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$32.6M +$3.09M +35,804 +11%
QHA
61
Quarry Hill Advisors
Minnesota
$31.4M +$1.38M +16,049 +5%
PP
62
PrairieView Partners
Minnesota
$31.2M +$809K +9,381 +3%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$31.1M +$8.17M +94,797 +38%
RIM
64
RW Investment Management
Idaho
$30.5M +$8.23M +95,513 +40%
RLIM
65
Red Lighthouse Investment Management
New York
$30.2M -$1.03M -11,930 -3%
EWM
66
Empirical Wealth Management
Washington
$30.1M +$3.15M +36,530 +12%
AWM
67
Avior Wealth Management
Nebraska
$29.9M +$5.42M +62,837 +24%
GT
68
Glenview Trust
Kentucky
$29.1M +$2.28M +26,444 +9%
SHFA
69
Sherrill & Hutchins Financial Advisory
Georgia
$28.8M +$1.24M +14,357 +5%
WFA
70
WMG Financial Advisors
Tennessee
$27.8M +$1.1M +12,821 +4%
HPA
71
High Probability Advisors
New York
$27.2M +$4.84M +56,202 +23%
BP
72
BWM Planning
Texas
$27.1M +$17.3M +200,510 +207%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$26.6M +$7.81M +90,568 +45%
NEWAS
74
N.E.W. Advisory Services
Wisconsin
$26.5M -$654K -7,591 -3%
CCMI
75
Creative Capital Management Investments
California
$26.2M +$912K +10,579 +4%

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.