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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
LW
176
Libra Wealth
California
$13.4M +$2.34M +24,208 +22%
PAG
177
Poinciana Advisors Group
Florida
$13.3M +$243K +2,507 +2%
RWP
178
Revolve Wealth Partners
New Jersey
$13M +$834K +8,626 +7%
AF
179
Allworth Financial
California
$12.9M -$204K -2,109 -2%
NA
180
Nottingham Advisors
New York
$12.9M +$55K +569 +0.4%
OCFG
181
O'Connor Financial Group
Illinois
$12.8M +$255K +2,640 +2%
TWP
182
Total Wealth Planning
Ohio
$12.7M +$1.31M +13,569 +12%
SW
183
Simplicity Wealth
New Jersey
$12.5M -$12.1M -124,939 -50%
IWS
184
Insight Wealth Strategies
California
$12.5M -$17.4K -180 -0.1%
KCPG
185
Kavar Capital Partners Group
Kansas
$12.4M +$270K +2,796 +2%
OS
186
Objectivity Squared
South Carolina
$12.2M +$1.05M +10,835 +10%
NL
187
NWAM LLC
Washington
$12.2M +$872K +9,011 +8%
CFO
188
Collective Family Office
Pennsylvania
$12.2M +$433K +4,473 +4%
BC
189
Bowman & Company
Wisconsin
$12.1M -$171K -1,772 -1%
OIA
190
OneDigital Investment Advisors
Kansas
$12M -$1.2M -12,453 -9%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$12M +$1.21M +12,458 +12%
ASN
192
Advisory Services Network
Georgia
$11.9M +$165K +1,701 +1%
FWP
193
FAS Wealth Partners
Kansas
$11.9M +$942K +9,742 +9%
ME
194
McIlrath & Eck
Washington
$11.8M +$777K +8,032 +7%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$11.8M +$317K +3,273 +3%
CAC
196
Certified Advisory Corp
Florida
$11.7M +$381K +3,942 +3%
TC
197
Trilogy Capital
California
$11.7M +$189K +1,950 +2%
WAS
198
WESPAC Advisors SoCal
California
$11.7M +$5M +51,671 +79%
AQR Capital Management
199
AQR Capital Management
Connecticut
$11.7M +$1.64M +16,912 +17%
EWM
200
Echo Wealth Management
Minnesota
$11.6M -$83K -858 -0.7%

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.