We are live on ! Find out more
AVUV icon

Avantis US Small Cap Value ETF

1,139 hedge funds and large institutions have $20.2B invested in Avantis US Small Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 589 increasing their positions, 319 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 42

85% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 319

23% more capital invested

Capital invested by funds: $16.5B → $20.2B (+$3.73B)

11% more funds holding in top 10

Funds holding in top 10: 184205 (+21)

8% more funds holding

Funds holding: 1,0591,139 (+80)

0.55% less ownership

Funds ownership: 70.02%69.47% (-0.55%)

3% less call options, than puts

Call options by funds: $7.21M | Put options by funds: $7.41M

Holders
1,139
Holders Change
+80
Holders Change %
+7.55%
% of All Funds
13.76%
Holding in Top 10
205
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+11.41%
% of All Funds
2.48%
New
143
Increased
589
Reduced
319
Closed
42
Calls
$7.21M
Puts
$7.41M
Net Calls
-$200K
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$2.7B +$168M +1,407,868 +7%
LPL Financial
2
LPL Financial
California
$981M +$159M +1,336,636 +20%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$819M -$12.2M -102,627 -2%
Bank of America
4
Bank of America
North Carolina
$432M +$75.8M +635,647 +23%
Morgan Stanley
5
Morgan Stanley
New York
$425M +$12.8M +107,581 +3%
Ameriprise
6
Ameriprise
Minnesota
$386M +$73M +611,831 +25%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$374M +$61.5M +515,376 +21%
MIAS
8
Mason Investment Advisory Services
Virginia
$352M -$1.07M -9,009 -0.3%
TI
9
Truepoint Inc
Ohio
$331M -$26M -217,977 -8%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$326M +$26.3M +220,228 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$299M -$11.4M -95,640 -4%
Wells Fargo
12
Wells Fargo
California
$285M +$64.8M +543,529 +31%
Raymond James Financial
13
Raymond James Financial
Florida
$241M +$52.9M +443,148 +30%
WA
14
Waverly Advisors
Alabama
$225M +$46.7M +391,319 +28%
UBS Group
15
UBS Group
Switzerland
$201M +$18.8M +157,852 +11%
PL
16
Plancorp LLC
Missouri
$192M +$9.03M +75,690 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$179M +$2.47M +20,680 +1%
TWA
18
TCI Wealth Advisors
Arizona
$173M +$21M +175,962 +15%
UA
19
Unison Advisors
District of Columbia
$167M +$872K +7,308 +0.6%
Osaic Holdings
20
Osaic Holdings
Arizona
$162M -$7.82M -65,547 -5%
EK
21
Evensky & Katz
Florida
$145M -$4.87M -40,839 -3%
WMN
22
Wealth Management Nebraska
Nebraska
$141M +$135M +1,133,259 New
PMFA
23
Plante Moran Financial Advisors
Michigan
$140M +$133M +1,118,711 +278,286%
SFA
24
Sequoia Financial Advisors
Ohio
$133M -$2.79M -23,399 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$132M +$36.4M +304,861 +40%

AVUV Hedge Fund Activity: Q2 2026 in Review

1,139 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2026, worth a combined $20.2B — up 23% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new AVUV positions and 42 closed out — a net gain of 101 holders — while 589 added to existing stakes and 319 trimmed.

The largest buyer was Creative Planning, adding an estimated $168M. The largest seller was Mariner, cutting an estimated $43.6M.

  • 1,139 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2026, up from 1,059 in Q1 2026.
  • Funds reported $20.2B of Avantis US Small Cap Value ETF stock for Q2 2026, up 23% quarter-over-quarter.
  • 143 funds opened new Avantis US Small Cap Value ETF positions in Q2 2026 and 42 closed out, a net change of +101 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q2 2026 was Creative Planning, an estimated $168M added.
  • The largest Avantis US Small Cap Value ETF seller in Q2 2026 was Mariner, an estimated $43.6M sold.

Based on aggregated 13F filings for Q2 2026.