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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
BCM
726
Brookstone Capital Management
Illinois
$250K +$237K +2,748 New
SM
727
Sensible Money
Arizona
$249K +$236K +2,737 New
VWM
728
Verus Wealth Management
Wisconsin
$248K +$235K +2,724 New
RWM
729
Ritholtz Wealth Management
New York
$247K +$234K +2,715 New
CIBC Private Wealth Group
730
CIBC Private Wealth Group
Georgia
$240K -$59.5K -690 -21%
TCWM
731
Total Clarity Wealth Management
Illinois
$239K -$250K -2,906 -53%
AL
732
Aspiriant LLC
California
$238K -$259 -3 -0.1%
ZIM
733
Zacks Investment Management
Illinois
$236K +$223K +2,590 New
M&T Bank
734
M&T Bank
New York
$234K +$222K +2,571 New
CWMP
735
Clarion Wealth Managment Partners
Virginia
$233K +$221K +2,562 New
CFG
736
Carter Financial Group
Illinois
$233K +$220K +2,557 New
WIM
737
WealthPlan Investment Management
Nebraska
$232K +$219K +2,546 New
HPM
738
Hoxton Planning & Management
West Virginia
$230K +$218K +2,526 New
SFM
739
Signet Financial Management
New Jersey
$229K -$85.3K -990 -28%
SWAG
740
Spectrum Wealth Advisory Group
California
$227K -$107K -1,243 -33%
RF
741
Robinswood Financial
Washington
$224K +$148K +1,718 +231%
ESB
742
Essex Savings Bank
Connecticut
$222K
GS
743
GWN Securities
Florida
$221K +$208K +2,413 New
BFG
744
Berger Financial Group
Minnesota
$220K -$34.6K -402 -14%
CCP
745
Cushing Capital Partners
Wisconsin
$220K +$208K +2,418 New
Bessemer Group
746
Bessemer Group
New Jersey
$220K
BWM
747
Base Wealth Management
Florida
$219K -$4.14K -48 -2%
TSS
748
Two Sigma Securities
New York
$215K +$203K +2,359 New
PAG
749
Powers Advisory Group
Illinois
$213K +$202K +2,343 New
IRAG
750
Investment Research & Advisory Group
Georgia
$213K

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.