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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
CPG
851
Cornerstone Planning Group
New Jersey
$1.2K +$1.12K +13 New
LFA
852
LGT Financial Advisors
Texas
$1.15K -$259 -3 -19%
EWA
853
EQ Wealth Advisors
Texas
$1.1K +$259 +3 +33%
BGWM
854
Bridge Generations Wealth Management
Florida
$1K
AA
855
Addison Advisors
Vermont
$578 -$23.7K -275 -98%
SAS
856
Spurstone Advisory Services
Connecticut
$546
DFA
857
DHJJ Financial Advisors
Illinois
$374
WT
858
Whittier Trust
California
$273
AGWCA
859
Annis Gardner Whiting Capital Advisors
Florida
$183 +$172 +2 New
RDFA
860
Ritter Daniher Financial Advisory
Ohio
$92 +$86 +1 New
BWL
861
Bogart Wealth LLC
Virginia
$1 -$86 -1 Closed
BU
862
Brown University
Rhode Island
-$26.3M -301,800 Closed
GMFG
863
Greater Midwest Financial Group
Minnesota
-$12.6M -144,109 Closed
SPG
864
Strategic Planning Group
Utah
-$12.2M -139,727 Closed
SWM
865
SFG Wealth Management
Maryland
-$11.4M -130,274 Closed
AWM
866
Avaii Wealth Management
Wisconsin
-$7.19M -82,448 Closed
ACP
867
Aveo Capital Partners
Colorado
-$6.75M -79,835 Closed
PWA
868
PCG Wealth Advisors
Kansas
-$6.03M -69,216 Closed
BIP
869
Blue Investment Partners
California
-$5.83M -66,882 Closed
VF
870
Vawter Financial
Ohio
-$3.07M -35,191 Closed
QC
871
Quadrature Capital
United Kingdom
-$1.89M -21,683 Closed
HWA
872
Heritage Wealth Architects
Minnesota
-$1.79M -20,506 Closed
MWM
873
Mattern Wealth Management
Kansas
-$1.31M -14,990 Closed
PPG
874
Peak Planning Group
Colorado
-$1.25M -14,286 Closed
PWM
875
PBMares Wealth Management
Virginia
-$705K -8,083 Closed

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.