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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
MCM
76
MAI Capital Management
Ohio
$25.9M +$1.2M +13,967 +5%
KWA
77
Kondo Wealth Advisors
California
$25.2M +$1.56M +18,079 +7%
EWS
78
Eagle Wealth Strategies
New Jersey
$25.2M +$399K +4,629 +2%
KPWS
79
Kestra Private Wealth Services
Texas
$24.7M +$613K +7,112 +3%
BFS
80
Bare Financial Services
Pennsylvania
$24.7M +$2.74M +31,835 +13%
SFG
81
SNS Financial Group
Minnesota
$23.8M +$2.35M +27,209 +12%
AWM
82
Apollon Wealth Management
South Carolina
$23.8M -$614K -7,119 -3%
IDA
83
Intelligence Driven Advisers
California
$23.8M +$2.82M +32,751 +14%
GP
84
Greenline Partners
New York
$23.7M -$1.25M -14,514 -5%
AFAS
85
Acorn Financial Advisory Services
Virginia
$23.6M -$466K -5,405 -2%
HG
86
Harbor Group
New Hampshire
$23.5M -$72.3K -839 -0.3%
PAG
87
Private Advisor Group
New Jersey
$23.2M -$11.7M -136,197 -35%
SW
88
Simplicity Wealth
New Jersey
$22.8M +$11.8M +137,342 +121%
HIGP
89
Hill Investment Group Partners
Missouri
$22.8M -$3.8M -44,067 -15%
VWA
90
Valued Wealth Advisors
Utah
$22.5M +$3.1M +35,932 +17%
AI
91
Atria Investments
North Carolina
$22.4M +$2.09M +24,228 +11%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$21.9M +$10M +116,302 +93%
KAM
93
KEB Asset Management
Illinois
$21.7M +$6.67M +77,396 +48%
FWP
94
Falcon Wealth Planning
California
$21.5M +$327K +3,797 +2%
DF
95
Define Financial
California
$21.3M +$883K +10,251 +5%
CPIG
96
Chicago Partners Investment Group
Illinois
$20.7M -$6.72K -78 -0%
MWM
97
McMill Wealth Management
Nebraska
$20.6M +$3.02M +35,045 +18%
LWA
98
Lifelong Wealth Advisors
Minnesota
$20.2M +$19.1M +221,519 New
MWM
99
Modern Wealth Management
Kansas
$20.2M +$733K +8,502 +4%
MML Investors Services
100
MML Investors Services
Massachusetts
$19.9M +$2.36M +27,337 +14%

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.