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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
PAM
151
Peak Asset Management
Colorado
$13.5M +$36.7K +426 +0.3%
B
152
BetterWealth
California
$13.3M +$1.48M +17,118 +13%
VWM
153
Venturi Wealth Management
Texas
$13.3M -$1.02M -11,804 -7%
WCWM
154
Willow Creek Wealth Management
California
$13.2M +$2.2M +25,566 +21%
GSWM
155
Greenup Street Wealth Management
Michigan
$13.1M +$874K +10,141 +8%
SI
156
Stephens Inc
Arkansas
$13M +$963K +11,171 +8%
DA
157
Drake & Associates
Wisconsin
$12.9M +$1.09M +12,604 +10%
AFA
158
Arlington Financial Advisors
California
$12.8M +$299K +3,465 +3%
AFG
159
ABLE Financial Group
Arizona
$12.8M -$116K -1,347 -1%
AWM
160
Avondale Wealth Management
Texas
$12.7M +$11.3M +131,686 +1,594%
PLFA
161
Pacific Life Fund Advisors
California
$12.6M -$1.47M -17,012 -11%
CIA
162
Compass Ion Advisors
Pennsylvania
$12.6M +$477K +5,538 +4%
FMC
163
First Merchants Corp
Indiana
$12.5M +$2.16M +25,038 +22%
AA
164
Armis Advisers
Georgia
$12.5M +$447K +5,181 +4%
MWA
165
MFA Wealth Advisors
Pennsylvania
$12.3M -$3.52M -40,804 -23%
QFA
166
Quantum Financial Advisors
California
$12.2M +$1.42M +16,533 +14%
OIA
167
OneDigital Investment Advisors
Kansas
$12.2M -$815K -9,461 -7%
AR
168
Apeiron RIA
Texas
$12.1M +$711K +8,252 +7%
HPIA
169
Hamilton Point Investment Advisors
North Carolina
$12.1M +$2.2M +25,471 +24%
AF
170
Allworth Financial
California
$12M -$132K -1,531 -1%
OCFG
171
O'Connor Financial Group
Illinois
$12M +$10.9M +125,983 New
PAG
172
Poinciana Advisors Group
Florida
$12M +$569K +6,602 +5%
NA
173
Nottingham Advisors
New York
$11.8M -$62.2K -722 -0.6%
IWS
174
Insight Wealth Strategies
California
$11.7M +$516K +5,986 +5%
RFG
175
REAP Financial Group
Texas
$11.5M -$17.3K -201 -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.