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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
Creative Planning
1
Creative Planning
Kansas
$1.33B +$289M +3,354,593 +30%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$538M +$19.1M +221,372 +4%
LPL Financial
3
LPL Financial
California
$445M +$42.8M +496,661 +11%
MIAS
4
Mason Investment Advisory Services
Virginia
$252M +$4.1M +47,613 +2%
Morgan Stanley
5
Morgan Stanley
New York
$250M -$41.5M -481,195 -15%
TI
6
Truepoint Inc
Ohio
$245M +$13.3M +154,080 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$205M +$19.1M +221,398 +11%
Bank of America
8
Bank of America
North Carolina
$200M -$16.5M -191,166 -8%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$183M +$18M +208,896 +12%
FPAS
10
Focus Partners Advisor Solutions
Missouri
$176M +$38.8M +449,839 +30%
Ameriprise
11
Ameriprise
Minnesota
$165M -$8.59M -99,709 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$126M -$500K -5,797 -0.4%
UBS Group
13
UBS Group
Switzerland
$117M -$5.17M -59,989 -4%
HighTower Advisors
14
HighTower Advisors
Illinois
$115M +$2.47M +28,650 +2%
Wells Fargo
15
Wells Fargo
California
$115M +$15M +173,688 +16%
EK
16
Evensky & Katz
Florida
$111M +$18.1M +210,566 +21%
WA
17
Waverly Advisors
Alabama
$108M +$6.36M +73,796 +7%
PL
18
Plancorp LLC
Missouri
$103M +$17M +196,826 +21%
EF
19
Empowered Funds
Pennsylvania
$103M +$10.1M +117,410 +12%
Raymond James Financial
20
Raymond James Financial
Florida
$102M -$2.45M -28,464 -2%
AA
21
Alesco Advisors
New York
$99M +$6.14M +71,200 +7%
PCIA
22
Prime Capital Investment Advisors
Kansas
$98.2M -$13.4M -155,241 -13%
UA
23
Unison Advisors
District of Columbia
$97.6M +$577K +6,692 +0.6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$91.8M -$1.57M -18,200 -2%
SFA
25
Sequoia Financial Advisors
Ohio
$85.6M +$5.96M +69,101 +8%

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.