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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 %
SHFA
326
SC&H Financial Advisors
Maryland
$5.03M +$107K +1,111 +2%
CBT
327
CoreFirst Bank & Trust
Kansas
$4.94M +$30.6K +317 +0.6%
WW
328
Waterfront Wealth
Kansas
$4.93M +$222K +2,301 +5%
LOIM
329
Liberty One Investment Management
Illinois
$4.93M -$161K -1,669 -3%
SCM
330
Sterneck Capital Management
Missouri
$4.92M +$150K +1,557 +3%
GIA
331
Gladstone Institutional Advisory
Florida
$4.86M +$3.47M +35,923 +248%
AWS
332
Atria Wealth Solutions
New York
$4.75M +$427K +4,421 +10%
SF
333
Slagle Financial
Illinois
$4.74M +$540K +5,594 +13%
GP
334
Greenline Partners
New York
$4.72M +$4.72M +48,945 New
LCM
335
Liberty Capital Management
Michigan
$4.71M +$219K +2,270 +5%
VAMG
336
Voisard Asset Management Group
Michigan
$4.71M +$4M +41,448 +566%
W
337
WorthPointe
California
$4.69M +$380K +3,936 +9%
DPI
338
Diversified Portfolios Inc
Michigan
$4.62M +$42.7K +442 +0.9%
PP
339
Prosperity Planning
Missouri
$4.62M +$751K +7,781 +19%
IA
340
IFP Advisors
Florida
$4.62M +$338K +3,497 +8%
BWP
341
BlueStem Wealth Partners
Minnesota
$4.56M +$4.56M +47,254 New
PWM
342
Parkworth Wealth Management
California
$4.56M +$4.56M +47,201 New
Wealthfront Advisers
343
Wealthfront Advisers
California
$4.53M +$137K +1,415 +3%
TAM
344
Titleist Asset Management
Texas
$4.5M +$1.02M +10,520 +29%
SFM
345
Systematic Financial Management
New Jersey
$4.47M +$4.47M +46,310 New
Financial Engines Advisors
346
Financial Engines Advisors
California
$4.47M +$1.59M +16,445 +55%
CSIA
347
Conrad Siegel Investment Advisors
Pennsylvania
$4.47M -$311K -3,226 -7%
OCM
348
Orion Capital Management
California
$4.45M +$219K +2,270 +5%
LWA
349
Lantern Wealth Advisors
New York
$4.43M -$349K -3,618 -7%
Truist Financial
350
Truist Financial
North Carolina
$4.38M -$296K -3,068 -6%
12 13
14
15 16