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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
+$174M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$33.2M
3
Morgan Stanley
Morgan Stanley
New York
+$29.6M
4
Bank of America
Bank of America
North Carolina
+$28.5M
5
LPL Financial
LPL Financial
California
+$27.1M

Top Sellers

1
AF
Allworth Financial
California
-$20.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$17.1M
3
FVIM
Fort Vancouver Investment Management
Washington
-$10.9M
4
IDA
Intelligence Driven Advisers
California
-$8.55M
5
SW
Simplicity Wealth
New Jersey
-$8.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
276
WR Wealth Planners
Missouri
$6.51M +$272K +2,815 +4%
BIP
277
Blue Investment Partners
California
$6.49M +$193K +1,998 +3%
NCM
278
NCM Capital Management
New Jersey
$6.49M +$208K +2,153 +3%
MFG
279
Merit Financial Group
Georgia
$6.49M +$72.8K +754 +1%
CPA
280
Capital Performance Advisors
California
$6.38M +$643K +6,664 +11%
FGA
281
Fortis Group Advisors
New Jersey
$6.37M +$5.84M +60,487 +1,104%
PWM
282
Parkshore Wealth Management
California
$6.3M +$6.3M +65,315 New
FNBSF
283
First National Bank Sioux Falls
South Dakota
$6.3M +$319K +3,306 +5%
IPW
284
Intergy Private Wealth
Colorado
$6.24M +$141K +1,461 +2%
MA
285
Mutual Advisors
Nebraska
$6.23M +$589K +5,954 +10%
RBWA
286
RFG - Bristol Wealth Advisors
Massachusetts
$6.17M +$6.17M +63,903 New
Citadel Advisors
287
Citadel Advisors
Florida
$6.14M +$6.02M +62,346 +5,115%
EWA
288
Elevate Wealth Advisory
Georgia
$6.11M +$44.1K +464 +0.7%
LFA
289
Longview Financial Advisors
Alabama
$6.11M +$868K +8,997 +17%
AWMNY
290
Arcadia Wealth Management (New York)
New York
$6.1M +$6.1M +63,167 New
RRWA
291
Rainey & Randall Wealth Advisors
Florida
$6.07M +$1.11M +11,499 +22%
PSCM
292
Per Stirling Capital Management
Texas
$6.05M -$205K -2,128 -3%
CIA
293
Concurrent Investment Advisors
Florida
$6.05M +$748K +7,752 +14%
WFS
294
Widmann Financial Services
Maryland
$5.97M +$198K +2,049 +3%
KAS
295
KPP Advisory Services
Kentucky
$5.95M +$1.04M +10,799 +21%
FFA
296
Farther Finance Advisors
California
$5.91M +$692K +7,172 +13%
ACA
297
Aspire Capital Advisors
Washington
$5.75M +$217K +2,252 +4%
WPIC
298
White Pine Investment Company
Michigan
$5.75M +$258K +2,671 +5%
VWA
299
Visionary Wealth Advisors
Illinois
$5.73M -$57K -591 -1%
GWP
300
Gateway Wealth Partners
Wisconsin
$5.69M +$2.63M +27,232 +86%
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