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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

796 hedge funds and large institutions have $10.4B invested in Avantis US Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 444 increasing their positions, 162 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+95
Holders Change %
+13.55%
% of All Funds
10.6%
Holding in Top 10
158
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+27.42%
% of All Funds
2.1%
New
127
Increased
444
Reduced
162
Closed
19
Calls
$724K
Puts
$11.6M
Net Calls
-$10.9M
Net Calls Change
-$11.4M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$771M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$112M
3
Morgan Stanley
Morgan Stanley
New York
$334M
4
Bank of America
Bank of America
North Carolina
$195M
5
LPL Financial
LPL Financial
California
$400M

Top Sellers

1
AF
Allworth Financial
California
$14M
2
Corient Private Wealth
Corient Private Wealth
Florida
$35.9M
3
FVIM
Fort Vancouver Investment Management
Washington
$0
4
IDA
Intelligence Driven Advisers
California
$22M
5
SW
Simplicity Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
226
Private Wealth Management Group
New Jersey
$8.41M +$675K +6,994 +9%
CA
227
Continuum Advisory
Idaho
$8.4M +$111K +1,155 +1%
SWA
228
Sax Wealth Advisors
New Jersey
$8.4M +$8.4M +87,026 New
AAS
229
Ameritas Advisory Services
Nebraska
$8.4M +$777K +8,052 +10%
AA
230
Ancora Advisors
Ohio
$8.36M +$1.13M +11,706 +16%
YWM
231
Yardley Wealth Management
Pennsylvania
$8.35M +$1.47M +15,242 +21%
PLFA
232
Pacific Life Fund Advisors
California
$8.32M +$8.32M +86,240 New
TWA
233
Trace Wealth Advisors
California
$8.25M +$8.25M +85,450 New
ICMM
234
Integrated Capital Management (Michigan)
Michigan
$8.22M +$2.43M +25,208 +42%
WPC
235
Wedmont Private Capital
Pennsylvania
$8.05M +$913K +9,645 +13%
PWM
236
Proathlete Wealth Management
Florida
$8.03M +$745K +7,718 +10%
BP
237
BWM Planning
Texas
$7.99M +$888K +9,194 +12%
ACGA
238
Atlanta Consulting Group Advisors
Georgia
$7.95M +$7.95M +82,354 New
FWP
239
Family Wealth Partners
North Carolina
$7.93M +$1.33M +13,815 +20%
ACP
240
Aveo Capital Partners
Colorado
$7.92M +$1.29M +13,391 +20%
DWP
241
Daymark Wealth Partners
Ohio
$7.84M +$7.84M +81,226 New
UWM
242
USAdvisors Wealth Management
Minnesota
$7.82M +$3.42M +35,386 +78%
GWM
243
Greenwich Wealth Management
Connecticut
$7.81M +$259K +2,686 +3%
CFG
244
Cooper Financial Group
California
$7.78M +$692K +7,173 +10%
OWA
245
Oak Wealth Advisors
Illinois
$7.77M +$7.77M +80,452 New
JSW
246
Journey Strategic Wealth
New Jersey
$7.75M +$507K +5,256 +7%
CWA
247
Core Wealth Advisors
Florida
$7.75M +$122K +1,266 +2%
WGC
248
Watts Gwilliam & Co
Arizona
$7.69M -$317K -3,289 -4%
ME
249
McIlrath & Eck
Washington
$7.57M +$1.68M +17,423 +29%
VH
250
Visionary Horizons
Tennessee
$7.56M +$2.54M +26,282 +51%
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