Avantis US Small Cap Value ETF
AVUV
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.
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: 814 → 859 (+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: 146 → 138 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$289M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$43.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$42.8M |
| 4 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$41M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$38.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$41.5M |
| 2 |
BU
Brown University
Providence,
Rhode Island
|
-$26.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$16.5M |
| 4 |
CCWM
Correct Capital Wealth Management
Clayton,
Missouri
|
-$15.5M |
| 5 |
PA
Paragon Advisors
College Station,
Texas
|
-$15.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFA
901
Morling Financial Advisors
Fremont,
California
| – | -$20.5K | -235 | Closed |
|
|
MG
902
Mather Group
Chicago,
Illinois
| – | -$17.3K | -199 | Closed |
|
|
SIS
903
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$17.1K | -196 | Closed |
|
|
IWP
904
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$9.85K | -113 | Closed |
|
|
TFA
905
Toth Financial Advisory
Leesburg,
Virginia
| – | -$7.93K | -91 | Closed |
|
|
HC
906
Hurley Capital
New York
| – | -$1.4K | -16 | Closed |
|
|
WTFG
907
Wood Tarver Financial Group
Boise,
Idaho
| – | -$1.31K | -15 | Closed |
|
908
Citigroup
New York
| – | -$87 | -1 | 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.