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Avantis US Small Cap Value ETF

880 hedge funds and large institutions have $12.9B invested in Avantis US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 471 increasing their positions, 252 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $1.84M

87% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 46

87% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 252

15% more capital invested

Capital invested by funds: $11.1B → $12.9B (+$1.72B)

2% more funds holding

Funds holding: 859880 (+21)

1.03% more ownership

Funds ownership: 68.77%69.8% (+1%)

1% more funds holding in top 10

Funds holding in top 10: 138139 (+1)

Holders
880
Holders Change
+21
Holders Change %
+2.44%
% of All Funds
11.55%
Holding in Top 10
139
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.72%
% of All Funds
1.82%
New
86
Increased
471
Reduced
252
Closed
46
Calls
$3.67M
Puts
$1.84M
Net Calls
+$1.83M
Net Calls Change
+$621K
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
76
Bare Financial Services
Pennsylvania
$29.3M +$2.33M +24,136 +9%
CCMI
77
Creative Capital Management Investments
California
$29M +$428K +4,427 +2%
GP
78
Greenline Partners
New York
$28.9M +$3.01M +31,129 +12%
KWA
79
Kondo Wealth Advisors
California
$28.6M +$1.58M +16,369 +6%
KAM
80
KEB Asset Management
Illinois
$27.9M +$4.01M +41,453 +17%
EWS
81
Eagle Wealth Strategies
New Jersey
$27.3M -$151K -1,558 -0.6%
KPWS
82
Kestra Private Wealth Services
Texas
$27.2M +$196K +2,027 +0.7%
SFG
83
SNS Financial Group
Minnesota
$27.1M +$1.04M +10,757 +4%
VWA
84
Valued Wealth Advisors
Utah
$26.8M +$2.12M +21,874 +9%
VWM
85
Venturi Wealth Management
Texas
$26.7M +$11.8M +122,189 +84%
AWM
86
Apollon Wealth Management
South Carolina
$26.6M +$567K +5,865 +2%
IDA
87
Intelligence Driven Advisers
California
$26.6M +$524K +5,412 +2%
AFAS
88
Acorn Financial Advisory Services
Virginia
$26M +$192K +1,985 +0.8%
MWM
89
McMill Wealth Management
Nebraska
$26M +$3.39M +35,062 +16%
Corient Private Wealth
90
Corient Private Wealth
Florida
$25.9M -$26.7M -275,885 -51%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$25.2M +$5.9M +61,011 +32%
FMN
92
Financial Management Network
California
$24.6M +$3.93M +40,665 +20%
FWP
93
Falcon Wealth Planning
California
$24.4M +$849K +8,773 +4%
HG
94
Harbor Group
New Hampshire
$24.2M -$1.39M -14,336 -6%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$24.2M +$5.57M +57,604 +31%
HIGP
96
Hill Investment Group Partners
Missouri
$24.1M -$725K -7,495 -3%
DF
97
Define Financial
California
$23.8M +$472K +4,877 +2%
AI
98
Atria Investments
North Carolina
$23.7M -$700K -7,234 -3%
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$23.5M +$1.76M +18,168 +8%
PAG
100
Private Advisor Group
New Jersey
$23M -$2.28M -23,550 -9%

AVUV Hedge Fund Activity: Q3 2025 in Review

880 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q3 2025, worth a combined $12.9B — up 15% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AVUV positions and 46 closed out — a net gain of 40 holders — while 471 added to existing stakes and 252 trimmed.

The largest buyer was Creative Planning, adding an estimated $214M. The largest seller was Empowered Funds, cutting an estimated $109M.

  • 880 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q3 2025, up from 859 in Q2 2025.
  • Funds reported $12.9B of Avantis US Small Cap Value ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 86 funds opened new Avantis US Small Cap Value ETF positions in Q3 2025 and 46 closed out, a net change of +40 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q3 2025 was Creative Planning, an estimated $214M added.
  • The largest Avantis US Small Cap Value ETF seller in Q3 2025 was Empowered Funds, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2025.