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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
NRWA
801
North Ridge Wealth Advisors
Oregon
$36.4K
CTC
802
Central Trust Company
Missouri
$34.7K -$4.83K -56 -13%
SWM
803
Spire Wealth Management
Virginia
$32.7K
GSWM
804
Golden State Wealth Management
California
$32.3K
Qube Research & Technologies (QRT)
805
Qube Research & Technologies (QRT)
United Kingdom
$31.9K +$30.2K +350 New
SIC
806
SJS Investment Consulting
Ohio
$30.4K +$3.1K +36 +12%
CAWM
807
Capital A Wealth Management
Pennsylvania
$28.3K +$26.8K +311 +7,775%
APW
808
Aventura Private Wealth
Florida
$27.8K -$3.36K -39 -11%
CB
809
CNB Bank
Pennsylvania
$27.6K
BAM
810
Bellevue Asset Management
Washington
$27.6K +$86 +1 +0.3%
MFC
811
Morris Financial Concepts
South Carolina
$23.8K
AWM
812
Accredited Wealth Management
Kentucky
$22.8K +$21.5K +250 New
CWM
813
CarsonAllaria Wealth Management
Illinois
$22.5K
CFP
814
Comprehensive Financial Planning
Pennsylvania
$22.4K +$86 +1 +0.4%
NS
815
NBC Securities
Alabama
$22K -$6.72K -78 -24%
SS
816
Sunbelt Securities
Texas
$20.2K -$86 -1 -0.5%
CAM
817
Clarity Asset Management
Iowa
$19.5K +$18.4K +214 New
PC
818
Promus Capital
Illinois
$18.1K +$17.2K +199 New
GM
819
GeoWealth Management
Illinois
$17.9K
AG
820
AmeriFlex Group
Nevada
$17.7K +$5.6K +65 +50%
HT
821
Headlands Technologies
Illinois
$16.1K +$15.3K +177 New
TIM
822
Total Investment Management
Arizona
$16K +$15.2K +176 New
TCM
823
Traub Capital Management
Massachusetts
$15.9K +$15.1K +175 New
JFG
824
JDM Financial Group
Texas
$15.8K
LWMI
825
Legacy Wealth Management (Idaho)
Idaho
$15.3K +$8.36K +97 +137%

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.