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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
MFG
201
Midwest Financial Group
Kansas
$9.6M +$332K +3,850 +4%
PWMG
202
Private Wealth Management Group
New Jersey
$9.59M +$5.43K +63 +0.1%
FFA
203
Farther Finance Advisors
California
$9.59M +$1.09M +12,687 +14%
SWA
204
Sax Wealth Advisors
New Jersey
$9.53M +$266K +3,091 +3%
AA
205
Ancora Advisors
Ohio
$9.47M +$61.6K +715 +0.7%
DWM
206
Diversify Wealth Management
Utah
$9.33M +$592K +6,871 +8%
CF
207
Convergence Financial
Missouri
$9.26M +$538K +6,241 +7%
FF
208
Financial Futures
New Jersey
$9.23M +$366K +4,247 +4%
EWA
209
EP Wealth Advisors
California
$9.18M -$261K -3,032 -3%
TCTWM
210
Three Cord True Wealth Management
Pennsylvania
$9.15M +$540K +6,266 +7%
AQR Capital Management
211
AQR Capital Management
Connecticut
$9.13M +$4.06M +47,151 +89%
AWAP
212
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$9.08M +$469K +5,440 +6%
CG
213
Clarus Group
Texas
$9.08M -$2.22M -25,769 -21%
BWG
214
Beta Wealth Group
California
$9.07M +$4M +46,390 +87%
PWM
215
Proathlete Wealth Management
Florida
$9.02M +$641K +7,437 +8%
ICMM
216
Integrated Capital Management (Michigan)
Michigan
$9M +$591K +6,859 +8%
VAMG
217
Voisard Asset Management Group
Michigan
$8.88M +$1.98M +23,014 +31%
CWMK
218
Caliber Wealth Management (Kansas)
Kansas
$8.82M +$928K +10,768 +13%
IHWM
219
Iron Horse Wealth Management
Iowa
$8.8M +$589K +6,829 +8%
ZF
220
Zhang Financial
Michigan
$8.79M +$4.91M +56,917 +144%
BCI
221
Brinker Capital Investments
Pennsylvania
$8.75M -$869K -10,080 -9%
AAM
222
Austin Asset Management
Texas
$8.71M -$870K -10,094 -10%
VVP
223
Venture Visionary Partners
Ohio
$8.69M -$48.8K -566 -0.6%
CF
224
Centaurus Financial
California
$8.67M +$339K +3,936 +4%
TCM
225
Towneley Capital Management
California
$8.67M -$7.34M -85,183 -47%

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.