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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
TIAA Trust, National Association
151
TIAA Trust, National Association
North Carolina
$15.5M +$8.72M +90,150 +138%
FMC
152
First Merchants Corp
Indiana
$15.5M +$1.74M +17,999 +13%
AFG
153
ABLE Financial Group
Arizona
$15.3M +$1.33M +13,754 +10%
PAM
154
Peak Asset Management
Colorado
$15.2M +$436K +4,510 +3%
OCG
155
Opus Capital Group
Ohio
$15.1M +$333K +3,445 +2%
AA
156
Aire Advisors
California
$15.1M +$128K +1,328 +0.9%
B
157
BetterWealth
California
$15.1M +$502K +5,188 +4%
AC
158
Apella Capital
Connecticut
$15.1M +$8.92M +92,213 +147%
AFA
159
Arlington Financial Advisors
California
$14.9M +$901K +9,311 +7%
NA
160
NewEdge Advisors
Louisiana
$14.6M -$469K -4,849 -3%
SC
161
Stephens Consulting
Michigan
$14.6M -$5.45M -56,334 -28%
AWM
162
Avondale Wealth Management
Texas
$14.6M +$609K +6,291 +4%
WCWM
163
Willow Creek Wealth Management
California
$14.5M +$96.9K +1,002 +0.7%
QFA
164
Quantum Financial Advisors
California
$14.5M +$1.12M +11,620 +9%
SI
165
Stephens Inc
Arkansas
$14.4M +$179K +1,853 +1%
SWM
166
SFG Wealth Management
Maryland
$14.4M +$14M +144,394 New
KAS
167
Kestra Advisory Services
Texas
$14.3M +$4.77M +49,358 +52%
RFG
168
REAP Financial Group
Texas
$14.1M +$1.5M +15,462 +12%
PHWM
169
Pine Harbor Wealth Management
Maryland
$14.1M -$1.64M -17,004 -11%
CIA
170
Compass Ion Advisors
Pennsylvania
$13.7M +$7.06K +73 +0.1%
CA
171
Claris Advisors
Missouri
$13.7M
ZF
172
Zhang Financial
Michigan
$13.7M +$4M +41,308 +43%
MWA
173
MFA Wealth Advisors
Pennsylvania
$13.4M +$26.9K +278 +0.2%
HPIA
174
Hamilton Point Investment Advisors
North Carolina
$13.4M +$225K +2,321 +2%
AR
175
Apeiron RIA
Texas
$13.4M +$418K +4,322 +3%

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.