We are live on ! Find out more
AVUV icon

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
SOS
201
Silver Oak Securities
Tennessee
$11.6M +$68.3K +706 +0.6%
RW
202
Regimen Wealth
Georgia
$11.2M -$81.8K -846 -0.7%
PWMG
203
Private Wealth Management Group
New Jersey
$11.1M +$610K +6,307 +6%
AWA
204
ARQ Wealth Advisors
Arizona
$11M -$536K -5,539 -5%
AA
205
Ancora Advisors
Ohio
$11M +$639K +6,602 +6%
MFG
206
Midwest Financial Group
Kansas
$11M +$493K +5,094 +5%
PLFA
207
Pacific Life Fund Advisors
California
$10.9M -$2.8M -28,947 -21%
PWIA
208
Porter White Investment Advisors
Alabama
$10.9M +$59.5K +615 +0.6%
SPIA
209
Steward Partners Investment Advisory
New York
$10.7M +$3.58M +36,966 +52%
SFO
210
Stokes Family Office
Louisiana
$10.6M -$223K -2,309 -2%
FF
211
Financial Futures
New Jersey
$10.5M +$415K +4,295 +4%
CWMK
212
Caliber Wealth Management (Kansas)
Kansas
$10.5M +$826K +8,540 +9%
HNWA
213
Henrickson Nauta Wealth Advisors
Michigan
$10.5M -$10.5K -109 -0.1%
VAMG
214
Voisard Asset Management Group
Michigan
$10.5M +$754K +7,794 +8%
PWM
215
Proathlete Wealth Management
Florida
$10.4M +$556K +5,745 +6%
SMA
216
Seven Mile Advisory
New Jersey
$10.3M +$10M +103,824 New
TCTWM
217
Three Cord True Wealth Management
Pennsylvania
$10.2M +$242K +2,497 +2%
AWAP
218
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$10.2M +$288K +2,979 +3%
BWG
219
Beta Wealth Group
California
$10.2M +$252K +2,600 +3%
SRB
220
Shotwell Rutter Baer
Michigan
$10.1M +$27K +279 +0.3%
JSW
221
Journey Strategic Wealth
New Jersey
$10.1M +$661K +6,832 +7%
MOS
222
MGO One Seven
Ohio
$10M +$7.47M +77,191 +329%
LFS
223
Lutz Financial Services
Nebraska
$9.8M +$541K +5,590 +6%
VVP
224
Venture Visionary Partners
Ohio
$9.72M +$222K +2,297 +2%
CF
225
Centaurus Financial
California
$9.67M +$191K +1,973 +2%

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.