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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 %
GSWM
251
Greenup Street Wealth Management
Michigan
$7.56M -$2.98M -30,920 -28%
AWM
252
Avaii Wealth Management
Wisconsin
$7.55M +$1.41M +14,573 +23%
SDWIA
253
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.54M +$306K +3,171 +4%
CAC
254
Certified Advisory Corp
Florida
$7.51M +$515K +5,337 +7%
IA
255
IAM Advisory
Pennsylvania
$7.36M -$44.3K -459 -0.6%
SMC
256
Smith, Moore & Co
Missouri
$7.32M -$3.59M -37,159 -33%
LFS
257
Lutz Financial Services
Nebraska
$7.31M +$985K +10,200 +16%
DWM
258
Diversify Wealth Management
Utah
$7.3M +$189K +1,997 +3%
SW
259
SkyOak Wealth
Michigan
$7.21M +$2.31M +23,951 +47%
IAA
260
Independent Advisor Alliance
North Carolina
$7.18M +$5.07M +52,552 +241%
NL
261
Navalign LLC
California
$7.12M +$93.3K +967 +1%
HA
262
Herold Advisors
New York
$7.1M -$238K -2,463 -3%
CWM
263
Collaborative Wealth Management
Florida
$7.06M +$190K +1,968 +3%
BAM
264
Bayshore Asset Management
Florida
$7M -$17.3K -179 -0.2%
PWA
265
PCG Wealth Advisors
Kansas
$6.97M +$330K +3,419 +5%
TC
266
Trilogy Capital
California
$6.96M +$131K +1,359 +2%
SFA
267
Sequoia Financial Advisors
Ohio
$6.89M -$122K -1,259 -2%
BWP
268
BSW Wealth Partners
Colorado
$6.79M +$728K +7,538 +12%
DSCM
269
Del-Sette Capital Management
New York
$6.75M -$297K -3,072 -4%
TIM
270
Tortoise Investment Management
New York
$6.73M +$112K +1,165 +2%
PWM
271
Perigon Wealth Management
California
$6.66M +$1.64M +16,542 +33%
SC
272
Savant Capital
Illinois
$6.63M +$547K +5,662 +9%
IWS
273
Integrity Wealth Solutions
Colorado
$6.61M +$3.96K +41 +0.1%
TIAA Trust, National Association
274
TIAA Trust, National Association
North Carolina
$6.55M +$2.47M +25,546 +60%
BH
275
Burk Holdings
Oklahoma
$6.54M +$6.54M +67,716 New
9 10
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