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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
NRG
751
Nemes Rush Group
Michigan
$211K -$31.1K -361 -13%
BW
752
BIP Wealth
Georgia
$211K +$199K +2,314 New
BPW
753
BLVD Private Wealth
Kentucky
$209K +$197K +2,291 New
DAS
754
Diversify Advisory Services
Utah
$207K +$187K +2,173 New
JSA
755
Jim Saulnier & Associates
Colorado
$207K +$196K +2,271 New
FLI
756
Family Legacy Inc
South Carolina
$205K +$194K +2,255 New
CSP
757
Cary Street Partners
Virginia
$205K +$194K +2,250 New
DWM
758
Drive Wealth Management
Utah
$204K -$328K -3,811 -63%
HWMG
759
Hurlow Wealth Management Group
Indiana
$204K +$193K +2,235 New
NSAM
760
North Star Asset Management
Wisconsin
$203K +$192K +2,229 New
AA
761
Auxano Advisors
Washington
$203K +$192K +2,223 New
MGIA
762
Moneta Group Investment Advisors
Missouri
$203K -$416K -4,832 -68%
VFG
763
Victory Financial Group
Texas
$201K +$190K +2,206 New
IA
764
IFG Advisory
Georgia
$201K +$190K +2,204 New
FPB
765
First PREMIER Bank
South Dakota
$192K
KWM
766
Kiker Wealth Management
Georgia
$165K +$153K +1,776 +4,440%
Belvedere Trading
767
Belvedere Trading
Illinois
$160K +$151K +1,754 New
CFB
768
Cullen/Frost Bankers
Texas
$159K +$776 +9 +0.5%
HBW
769
Hazlett, Burt & Watson
West Virginia
$151K +$127K +1,468 +713%
SHF
770
Safe Harbor Fiduciary
Florida
$136K -$2.32M -26,932 -95%
SWIM
771
Smallwood Wealth Investment Management
New Jersey
$127K
UB
772
UMB Bank
Missouri
$125K +$118K +1,374 New
AssetMark Inc
773
AssetMark Inc
California
$105K -$183K -2,127 -65%
BlackRock
774
BlackRock
New York
$101K -$8.62K -100 -8%
CWM
775
Crowley Wealth Management
Delaware
$100K

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.