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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 %
GRP
351
Global Retirement Partners
California
$4.38M +$517K +5,355 +13%
EFG
352
Elios Financial Group
Ohio
$4.36M +$98.3K +1,018 +2%
ETC
353
Exchange Traded Concepts
Oklahoma
$4.3M +$4.3M +44,522 New
NEPWA
354
New England Private Wealth Advisors
Massachusetts
$4.3M +$1.18M +12,211 +38%
SWM
355
Seed Wealth Management
Illinois
$4.3M -$55.5K -575 -1%
EFN
356
Equita Financial Network
Pennsylvania
$4.29M -$48.8K -506 -1%
AQR Capital Management
357
AQR Capital Management
Connecticut
$4.24M +$2.29M +23,688 +117%
SWAG
358
Spectrum Wealth Advisory Group
California
$4.21M -$93.9K -973 -2%
CWA
359
Canvas Wealth Advisors
Kansas
$4.21M +$805K +8,340 +24%
NCM
360
Northland Capital Management
Minnesota
$4.12M +$309K +3,206 +8%
FPW
361
Flywheel Private Wealth
California
$4.04M +$4.04M +41,898 New
AIS
362
Accredited Investor Services
Minnesota
$4.02M +$4.02M +41,642 New
THL
363
Tillman Hartley LLC
Colorado
$3.95M +$658K +6,813 +20%
BPA
364
Beacon Pointe Advisors
California
$3.94M -$119K -1,234 -3%
QWM
365
Quadcap Wealth Management
Texas
$3.93M +$1.12M +11,606 +40%
SRSA
366
S.R. Schill & Associates
Washington
$3.91M -$98.9K -1,025 -2%
AC
367
Apella Capital
Connecticut
$3.86M +$36.8K +381 +1%
CPWM
368
Cypress Point Wealth Management
Texas
$3.84M -$153K -1,585 -4%
TFG
369
Team Financial Group
California
$3.81M +$2.83M +29,368 +289%
PWS
370
Physician Wealth Solutions
Nevada
$3.79M +$203K +2,108 +6%
MAG
371
Mayfair Advisory Group
Alabama
$3.75M +$361K +3,743 +11%
SA
372
Sylvest Advisors
Texas
$3.74M +$3.74M +38,761 New
LFG
373
Larson Financial Group
Missouri
$3.69M +$448K +4,637 +14%
OWA
374
ORBA Wealth Advisors
Illinois
$3.65M -$3.15M -32,584 -46%
IWM
375
IHT Wealth Management
Illinois
$3.65M +$709K +7,349 +24%
13 14
15
16 17