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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
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$19.9M +$837K +9,716 +5%
OPWM
102
Oakwell Private Wealth Management
Texas
$19.6M +$2.42M +28,083 +15%
NECFA
103
New England Capital Financial Advisors
Connecticut
$19.4M +$392K +4,547 +2%
FMN
104
Financial Management Network
California
$19.4M +$2.15M +24,995 +14%
CCWM
105
Correct Capital Wealth Management
Missouri
$19.4M -$15.5M -179,846 -46%
QC
106
Quent Capital
New York
$19.2M +$18.2M +210,908 New
MBFW
107
Morton Brown Family Wealth
Pennsylvania
$19.2M +$173K +2,006 +1%
RCG
108
Regatta Capital Group
California
$19.2M +$277K +3,213 +2%
TFO
109
Tarbox Family Office
California
$18.9M +$121K +1,408 +0.7%
FWM
110
Fonville Wealth Management
Virginia
$18.8M +$3.19M +37,055 +22%
CL
111
COWA LLC
Oklahoma
$18.5M +$873K +10,132 +5%
SC
112
Stephens Consulting
Michigan
$18.5M -$1.28M -14,854 -7%
SF
113
Symphony Financial
Texas
$18.4M -$218K -2,527 -1%
AFGAS
114
Allegiance Financial Group Advisory Services
Virginia
$18.3M +$1.54M +17,816 +10%
FAM
115
Flaharty Asset Management
Florida
$18M +$850K +9,866 +5%
WA
116
Wealth Architects
California
$18M -$784K -9,099 -4%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$17.5M +$323K +3,746 +2%
WI
118
WJ Interests
Texas
$17M +$312K +3,618 +2%
GFA
119
Gallagher Fiduciary Advisors
Illinois
$17M +$1.97M +22,906 +14%
FFM
120
Flagstone Financial Management
Nebraska
$16.8M +$983K +11,409 +7%
WWA
121
WCG Wealth Advisors
Nevada
$16.8M +$1.91M +22,183 +14%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$16.7M +$3.91M +45,320 +33%
RIL
123
Rothschild Investment LLC
Illinois
$16.5M +$2.56M +29,720 +20%
HFA
124
Highland Financial Advisors
New Jersey
$16.5M +$709K +8,228 +5%
Betterment LLC
125
Betterment LLC
New York
$16.3M +$1.27M +14,745 +9%

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.