We are live on ! Find out more
AVUV icon

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
HWA
126
HMV Wealth Advisors
Louisiana
$18.5M +$2.25M +23,310 +14%
Betterment LLC
127
Betterment LLC
New York
$18.3M +$418K +4,325 +2%
RIL
128
Rothschild Investment LLC
Illinois
$18.2M +$119K +1,229 +0.7%
FVIM
129
Fort Vancouver Investment Management
Washington
$18M +$1.25M +12,972 +8%
GVAG
130
Great Valley Advisor Group
Delaware
$18M +$275K +2,847 +2%
HFS
131
Heritage Financial Services
Massachusetts
$17.9M +$1.15M +11,931 +7%
FSWA
132
Financial Synergies Wealth Advisors
Texas
$17.7M +$387K +3,996 +2%
PWM
133
Parkshore Wealth Management
California
$17.6M +$9.7M +100,302 +131%
SP
134
Symmetry Partners
Connecticut
$17.5M +$1.44M +14,897 +9%
BL
135
BFSG LLC
California
$17.5M +$372K +3,850 +2%
JIC
136
JRM Investment Counsel
Nebraska
$17.3M +$1.24M +12,804 +8%
FIC
137
Family Investment Center
Missouri
$17.2M -$18.1K -187 -0.1%
SB
138
Strategic Blueprint
Georgia
$17.2M +$91.2K +943 +0.5%
NWM
139
Northwest Wealth Management
Iowa
$17.1M -$416K -4,297 -2%
MGW
140
MB Generational Wealth
Washington
$17M +$16.5M +170,714 New
PAS
141
Park Avenue Securities
New York
$16.9M +$16.4M +169,791 New
SYBT
142
Stock Yards Bank & Trust
Kentucky
$16.9M +$90.3K +934 +0.6%
MAA
143
Mraz Amerine & Associates
California
$16.6M +$439K +4,535 +3%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$15.9M -$1.05M -10,866 -6%
AA
145
Armis Advisers
Georgia
$15.9M +$2.32M +23,979 +18%
DA
146
Drake & Associates
Wisconsin
$15.9M +$2.04M +21,038 +15%
SRC
147
Sage Rhino Capital
California
$15.7M -$454K -4,693 -3%
OPAM
148
Ocean Park Asset Management
California
$15.6M +$15.2M +157,035 New
WAM
149
Wallington Asset Management
Indiana
$15.6M +$233K +2,410 +2%
Stifel Financial
150
Stifel Financial
Missouri
$15.5M -$80.5K -832 -0.5%

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.