We are live on ! Find out more
AVUV icon

Avantis US Small Cap Value ETF

1,139 hedge funds and large institutions have $20.2B invested in Avantis US Small Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 589 increasing their positions, 319 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 42

85% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 319

23% more capital invested

Capital invested by funds: $16.5B → $20.2B (+$3.73B)

11% more funds holding in top 10

Funds holding in top 10: 184205 (+21)

8% more funds holding

Funds holding: 1,0591,139 (+80)

0.55% less ownership

Funds ownership: 70.02%69.47% (-0.55%)

3% less call options, than puts

Call options by funds: $7.21M | Put options by funds: $7.41M

Holders
1,139
Holders Change
+80
Holders Change %
+7.55%
% of All Funds
13.76%
Holding in Top 10
205
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+11.41%
% of All Funds
2.48%
New
143
Increased
589
Reduced
319
Closed
42
Calls
$7.21M
Puts
$7.41M
Net Calls
-$200K
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
RL
1076
Rogco LP
Oklahoma
$38.1K
CB
1077
CNB Bank
Pennsylvania
$37.8K
FWA
1078
Flagship Wealth Advisors
Massachusetts
$37.7K +$36K +302 New
JFG
1079
JDM Financial Group
Texas
$37.3K +$15K +126 +73%
AG
1080
AmeriFlex Group
Nevada
$36.2K +$17.3K +145 +100%
CPG
1081
Cornerstone Planning Group
New Jersey
$34.3K
TPW
1082
TOP Private Wealth
Connecticut
$32.4K +$31K +260 New
UBS AM
1083
UBS AM
Illinois
$32.2K
YAL
1084
Your Advocates Ltd
Texas
$31.6K -$50.7K -425 -63%
MA
1085
MCF Advisors
Kentucky
$31.2K
CFP
1086
Comprehensive Financial Planning
Pennsylvania
$30.9K +$239 +2 +0.8%
KFP
1087
Kerr Financial Planning
California
$30.4K +$29.1K +244 New
PWMA
1088
Pension & Wealth Management Advisors
Massachusetts
$29.9K +$20.3K +170 +246%
JWA
1089
JFS Wealth Advisors
Pennsylvania
$28.5K -$8.59K -72 -24%
GM
1090
GeoWealth Management
Illinois
$28.2K +$596 +5 +2%
MFS
1091
Montgomery Financial Services
Maryland
$27.2K +$26K +218 New
APW
1092
Allied Private Wealth
Florida
$26.6K +$25.9K +217 New
CIA
1093
Cape Investment Advisory
Georgia
$25.5K +$24.3K +204 New
MFP
1094
Meramec Financial Planners
Missouri
$24.5K
PWAM
1095
Private Wealth Asset Management
Iowa
$23.5K +$22.4K +188 New
TWIM
1096
TIAA Wealth Investment Management
New York
$20.7K +$15.6K +131 +374%
MFC
1097
Morris Financial Concepts
South Carolina
$20.5K -$3.94K -33 -17%
SS
1098
SBI Securities
Japan
$20.3K +$14.7K +123 +308%
WSFS
1099
Wilmington Savings Fund Society
Delaware
$20.2K +$19.3K +162 New
WTC
1100
WhitTier Trust Company
Nevada
$19.3K

AVUV Hedge Fund Activity: Q2 2026 in Review

1,139 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2026, worth a combined $20.2B — up 23% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new AVUV positions and 42 closed out — a net gain of 101 holders — while 589 added to existing stakes and 319 trimmed.

The largest buyer was Creative Planning, adding an estimated $168M. The largest seller was Mariner, cutting an estimated $43.6M.

  • 1,139 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2026, up from 1,059 in Q1 2026.
  • Funds reported $20.2B of Avantis US Small Cap Value ETF stock for Q2 2026, up 23% quarter-over-quarter.
  • 143 funds opened new Avantis US Small Cap Value ETF positions in Q2 2026 and 42 closed out, a net change of +101 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q2 2026 was Creative Planning, an estimated $168M added.
  • The largest Avantis US Small Cap Value ETF seller in Q2 2026 was Mariner, an estimated $43.6M sold.

Based on aggregated 13F filings for Q2 2026.