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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
Creative Planning
1
Creative Planning
Kansas
$1.67B +$214M +2,207,389 +15%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$606M +$17.7M +182,781 +3%
LPL Financial
3
LPL Financial
California
$509M +$21.9M +226,811 +5%
MIAS
4
Mason Investment Advisory Services
Virginia
$275M +$615K +6,353 +0.2%
TI
5
Truepoint Inc
Ohio
$274M +$5.48M +56,652 +2%
Morgan Stanley
6
Morgan Stanley
New York
$274M +$743K +7,686 +0.3%
Bank of America
7
Bank of America
North Carolina
$234M +$14.6M +150,648 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$230M +$5.57M +57,605 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$223M +$23.2M +239,996 +12%
FPAS
10
Focus Partners Advisor Solutions
Missouri
$222M +$29.9M +309,349 +16%
Ameriprise
11
Ameriprise
Minnesota
$191M +$10.6M +109,161 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$137M -$524K -5,419 -0.4%
UBS Group
13
UBS Group
Switzerland
$133M +$5.22M +54,003 +4%
Wells Fargo
14
Wells Fargo
California
$131M +$4.66M +48,136 +4%
UA
15
Unison Advisors
District of Columbia
$130M +$22.9M +237,136 +22%
HighTower Advisors
16
HighTower Advisors
Illinois
$127M +$972K +10,052 +0.8%
PL
17
Plancorp LLC
Missouri
$125M +$12.3M +126,963 +11%
WA
18
Waverly Advisors
Alabama
$124M +$5.86M +60,550 +5%
EK
19
Evensky & Katz
Florida
$121M -$968K -10,003 -0.8%
Raymond James Financial
20
Raymond James Financial
Florida
$113M +$1.65M +17,053 +2%
AA
21
Alesco Advisors
New York
$106M -$1.66M -17,167 -2%
PCIA
22
Prime Capital Investment Advisors
Kansas
$105M -$2.15M -22,250 -2%
TWA
23
TCI Wealth Advisors
Arizona
$103M +$11.4M +117,722 +13%
SFA
24
Sequoia Financial Advisors
Ohio
$99.7M +$6.03M +62,297 +7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$99M -$1.26M -13,032 -1%

AVUV Hedge Fund Activity: Q3 2025 in Review

880 of the 7,619 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.