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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 %
TCM
376
Telos Capital Management
California
$3.64M +$275K +2,852 +8%
MHS
377
M Holdings Securities
Oregon
$3.55M +$231K +2,398 +7%
BFG
378
Beacon Financial Group
Texas
$3.48M +$182K +1,881 +6%
BAG
379
Bridgewealth Advisory Group
California
$3.37M +$1.47M +15,161 +78%
PPWP
380
Premier Path Wealth Partners
New Jersey
$3.34M +$77.7K +805 +2%
IAS
381
IMA Advisory Services
Colorado
$3.33M -$81.9K -848 -2%
OC
382
Oppenheimer & Co
New York
$3.31M +$608K +6,296 +22%
SOWAS
383
Silver Oak Wealth Advisors Services
California
$3.31M +$3.31M +34,268 New
PPW
384
Pasadena Private Wealth
California
$3.23M +$376K +3,891 +13%
FFG
385
Foundry Financial Group
New Hampshire
$3.14M +$3.14M +32,522 New
PSA
386
Plum Street Advisors
Louisiana
$3.1M +$1.33M +13,747 +75%
GFG
387
Goldstone Financial Group
Illinois
$3.07M +$585K +6,061 +24%
MA
388
MONECO Advisors
Connecticut
$3.05M +$3.05M +31,604 New
WIM
389
Westside Investment Management
California
$3.04M +$142K +1,470 +5%
GLA
390
Good Life Advisors
Pennsylvania
$3.04M +$220K +2,281 +8%
SPC
391
Sigma Planning Corp
Michigan
$3.03M +$63.1K +654 +2%
AFA
392
Avant Financial Advisors
Texas
$3.03M +$3.03M +31,355 New
CL
393
CSS LLC
Illinois
$3M -$579K -6,000 -16%
SA
394
Sovran Advisors
California
$2.99M +$2.99M +30,690 New
CFP
395
Cascade Financial Partners
California
$2.99M +$603K +6,243 +25%
TA
396
TFB Advisors
Kansas
$2.98M +$212K +2,195 +8%
DWM
397
Dopkins Wealth Management
New York
$2.96M +$2.19M +22,719 +285%
MAM
398
McLean Asset Management
Virginia
$2.95M +$845K +8,757 +40%
LKBC
399
L.K. Benson & Company
Maryland
$2.94M +$2.94M +30,445 New
HBCM
400
Heron Bay Capital Management
Michigan
$2.91M -$55.6K -576 -2%
14 15
16
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