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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
QC
101
Quent Capital
New York
$22.9M +$1.82M +18,833 +9%
LWA
102
Lifelong Wealth Advisors
Minnesota
$22.8M +$683K +7,060 +3%
OPWM
103
Oakwell Private Wealth Management
Texas
$22.5M +$1.05M +10,812 +5%
CPIG
104
Chicago Partners Investment Group
Illinois
$22.1M +$778K +8,043 +4%
AFGAS
105
Allegiance Financial Group Advisory Services
Virginia
$22.1M +$2.05M +21,217 +11%
CL
106
COWA LLC
Oklahoma
$22M +$1.69M +17,473 +9%
FWM
107
Fonville Wealth Management
Virginia
$21.8M +$1.21M +12,507 +6%
CCWM
108
Correct Capital Wealth Management
Missouri
$21.7M +$487K +5,034 +2%
NECFA
109
New England Capital Financial Advisors
Connecticut
$21.6M +$346K +3,575 +2%
RCG
110
Regatta Capital Group
California
$21.6M +$614K +6,343 +3%
WI
111
WJ Interests
Texas
$21.2M +$2.48M +25,631 +14%
MBFW
112
Morton Brown Family Wealth
Pennsylvania
$21.1M +$150K +1,554 +0.7%
RFS
113
Retirement Financial Solutions
Tennessee
$21M +$20.4M +210,977 New
TFO
114
Tarbox Family Office
California
$20.8M +$103K +1,069 +0.5%
MWM
115
Modern Wealth Management
Kansas
$20.4M -$1.6M -16,525 -7%
FAM
116
Flaharty Asset Management
Florida
$20.2M +$452K +4,673 +2%
GPWA
117
Great Point Wealth Advisors
Massachusetts
$20.1M +$19.6M +202,450 New
MML Investors Services
118
MML Investors Services
Massachusetts
$20.1M -$1.6M -16,533 -8%
SF
119
Symphony Financial
Texas
$20M +$963K +9,959 +5%
WA
120
Wealth Architects
California
$19.9M +$218K +2,258 +1%
MWM
121
Meritas Wealth Management
California
$19.2M +$1.82M +18,852 +11%
FFM
122
Flagstone Financial Management
Nebraska
$19M +$627K +6,479 +4%
HFA
123
Highland Financial Advisors
New Jersey
$18.9M +$843K +8,710 +5%
GFA
124
Gallagher Fiduciary Advisors
Illinois
$18.9M +$310K +3,204 +2%
WWA
125
WCG Wealth Advisors
Nevada
$18.6M +$252K +2,608 +1%

AVUV Hedge Fund Activity: Q3 2025 in Review

880 of the 7,620 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.