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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
BC
176
Bowman & Company
Wisconsin
$11.2M +$1.48M +17,140 +16%
RWP
177
Revolve Wealth Partners
New Jersey
$11.1M +$237K +2,747 +2%
KCPG
178
Kavar Capital Partners Group
Kansas
$11.1M +$330K +3,826 +3%
ASN
179
Advisory Services Network
Georgia
$10.9M -$183K -2,122 -2%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$10.8M -$9.06M -105,138 -47%
CFO
181
Collective Family Office
Pennsylvania
$10.7M -$2.18M -25,295 -18%
EWM
182
Echo Wealth Management
Minnesota
$10.7M +$732K +8,492 +8%
TC
183
Trilogy Capital
California
$10.5M +$3.3M +38,235 +49%
SOS
184
Silver Oak Securities
Tennessee
$10.5M +$1.17M +13,575 +13%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$10.5M -$1.92M -22,272 -16%
NL
186
NWAM LLC
Washington
$10.4M +$407K +4,722 +4%
CAC
187
Certified Advisory Corp
Florida
$10.4M +$824K +9,558 +9%
RW
188
Regimen Wealth
Georgia
$10.4M +$990K +11,491 +11%
TWP
189
Total Wealth Planning
Ohio
$10.4M +$8.4M +97,515 +599%
OS
190
Objectivity Squared
South Carolina
$10.2M -$7.7M -89,308 -44%
AWA
191
ARQ Wealth Advisors
Arizona
$10.1M
ME
192
McIlrath & Eck
Washington
$10.1M +$1.77M +20,548 +23%
LW
193
Libra Wealth
California
$10M -$639K -7,416 -6%
FWP
194
FAS Wealth Partners
Kansas
$10M +$1.32M +15,360 +16%
SFO
195
Stokes Family Office
Louisiana
$9.89M +$147K +1,710 +2%
PWIA
196
Porter White Investment Advisors
Alabama
$9.89M -$284K -3,294 -3%
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$9.82M +$7.37M +85,493 +382%
CPWA
198
Cerro Pacific Wealth Advisors
California
$9.67M +$566K +6,566 +7%
SRB
199
Shotwell Rutter Baer
Michigan
$9.61M +$450K +5,216 +5%
HNWA
200
Henrickson Nauta Wealth Advisors
Michigan
$9.6M +$173K +2,005 +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.