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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
GVAG
126
Great Valley Advisor Group
Delaware
$16.2M +$3.15M +36,584 +26%
NWM
127
Northwest Wealth Management
Iowa
$16.1M +$1.26M +14,584 +9%
MWM
128
Meritas Wealth Management
California
$15.8M +$584K +6,771 +4%
FIC
129
Family Investment Center
Missouri
$15.8M +$529K +6,143 +4%
FSWA
130
Financial Synergies Wealth Advisors
Texas
$15.8M +$654K +7,585 +5%
SB
131
Strategic Blueprint
Georgia
$15.7M +$2.07M +23,998 +16%
BL
132
BFSG LLC
California
$15.7M +$257K +2,987 +2%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$15.6M -$1.6M -18,602 -10%
CFS
134
CGC Financial Services
Oregon
$15.5M +$615K +7,136 +4%
SYBT
135
Stock Yards Bank & Trust
Kentucky
$15.4M -$1.12M -13,052 -7%
FVIM
136
Fort Vancouver Investment Management
Washington
$15.3M +$1.21M +14,067 +9%
HFS
137
Heritage Financial Services
Massachusetts
$15.3M +$5.09M +59,091 +54%
HWA
138
HMV Wealth Advisors
Louisiana
$14.8M +$7.77M +90,131 +124%
MAA
139
Mraz Amerine & Associates
California
$14.8M +$53.1K +616 +0.4%
SRC
140
Sage Rhino Capital
California
$14.8M +$340K +3,945 +2%
SP
141
Symmetry Partners
Connecticut
$14.7M +$3.48M +40,426 +33%
JIC
142
JRM Investment Counsel
Nebraska
$14.6M +$246K +2,858 +2%
PHWM
143
Pine Harbor Wealth Management
Maryland
$14.4M -$477K -5,531 -3%
Stifel Financial
144
Stifel Financial
Missouri
$14.3M +$1.05M +12,127 +8%
WAM
145
Wallington Asset Management
Indiana
$14M +$153K +1,780 +1%
AAS
146
Avantax Advisory Services
Texas
$13.9M -$940K -10,903 -7%
NA
147
NewEdge Advisors
Louisiana
$13.8M -$1.36M -15,768 -9%
CA
148
Claris Advisors
Missouri
$13.7M +$11.2M +129,897 +624%
AA
149
Aire Advisors
California
$13.7M +$59K +684 +0.5%
OCG
150
Opus Capital Group
Ohio
$13.5M +$29K +337 +0.2%

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.