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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 %
MHB
301
Midwest Heritage Bank
Iowa
$5.67M +$48.7K +504 +0.9%
RZH
302
Relyea Zuckerberg Hanson
Connecticut
$5.66M +$5.35M +55,371 +1,681%
CWMA
303
Capstone Wealth Management (Alabama)
Alabama
$5.65M +$5.65M +58,527 New
ICM
304
Islay Capital Management
Texas
$5.63M +$116K +1,205 +2%
HSWS
305
Higgins & Schmidt Wealth Strategies
Colorado
$5.56M +$5.56M +57,648 New
SPIA
306
Steward Partners Investment Advisory
New York
$5.53M +$384K +3,979 +7%
DWM
307
Dogwood Wealth Management
Kansas
$5.52M +$806K +8,346 +17%
Janney Montgomery Scott
308
Janney Montgomery Scott
Pennsylvania
$5.52M +$1.09M +11,333 +25%
EFL
309
ERn Financial LLC
Wisconsin
$5.48M +$55.1K +571 +1%
GBFP
310
Golden Bell Financial Planning
Georgia
$5.46M +$5.46M +56,538 New
USCWA
311
U.S. Capital Wealth Advisors
Texas
$5.43M +$2.03M +21,046 +60%
FM
312
Foster & Motley
Ohio
$5.42M +$290K +3,005 +6%
PCM
313
Passive Capital Management
Maryland
$5.34M +$18.9K +196 +0.4%
HWA
314
HMV Wealth Advisors
Louisiana
$5.34M +$5.34M +55,285 New
GSIS
315
Global Strategic Investment Solutions
Arizona
$5.31M +$5.31M +55,016 New
SWP
316
Stratos Wealth Partners
Ohio
$5.27M +$278K +2,880 +6%
SSW
317
Stone Summit Wealth
Florida
$5.24M -$791K -8,196 -13%
RPCA
318
Running Point Capital Advisors
California
$5.21M +$854K +8,845 +20%
OPAM
319
Ocean Park Asset Management
California
$5.19M +$5.19M +53,721 New
CWM
320
Castle Wealth Management
Florida
$5.13M -$125K -1,299 -2%
LFAS
321
Level Four Advisory Services
Texas
$5.1M +$33.1K +343 +0.7%
LA
322
LexAurum Advisors
Kansas
$5.1M +$273K +2,832 +6%
CFO
323
CVA Family Office
Colorado
$5.08M +$653K +6,765 +15%
PMG
324
ProVise Management Group
Florida
$5.05M -$87.8K -910 -2%
EW
325
Enzi Wealth
Texas
$5.04M +$201K +2,011 +4%
11 12
13
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