Two Sigma Investments
AVUV icon

Two Sigma Investments’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Two Sigma Investments’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,800
Closed -$286K – 4582
2025
Q4 		$286K Sell
2,800
-27,700
-91% -$2.77M ﹤0.01% 3599
2025
Q3 		$3.04M Buy
30,500
+23,700
+349% +$2.29M ﹤0.01% 1846
2025
Q2 		$619K Sell
6,800
-10,200
-60% -$879K ﹤0.01% 2489
2025
Q1 		$1.48M Buy
17,000
+13,600
+400% +$1.28M ﹤0.01% 1931
2024
Q4 		$328K Buy
+3,400
New +$338K ﹤0.01% 2711
2024
Q3 		– Sell
-12,400
Closed -$1.11M – 3112
2024
Q2 		$1.11M Sell
12,400
-900
-7% -$81.5K ﹤0.01% 1926
2024
Q1 		$1.25M Sell
13,300
-15,300
-53% -$1.35M ﹤0.01% 1809
2023
Q4 		$2.57M Sell
28,600
-9,100
-24% -$728K 0.01% 1352
2023
Q3 		$2.94M Buy
+37,700
New +$3.03M 0.01% 1169

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return