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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 %
LFS
401
Legacy Financial Strategies
Kansas
$2.91M -$219K -2,268 -7%
CAM
402
Cozad Asset Management
Illinois
$2.9M +$669K +6,933 +30%
CPA
403
Cardiff Park Advisors
California
$2.88M -$217K -2,245 -7%
DFC
404
DBK Financial Counsel
Ohio
$2.83M +$193 +2 +0%
CB
405
Community Bank
New York
$2.82M – – –
AWM
406
Axxcess Wealth Management
California
$2.81M +$73.9K +766 +3%
SHF
407
Safe Harbor Fiduciary
Florida
$2.79M -$7.53K -78 -0.3%
EH
408
Equitable Holdings
New York
$2.79M +$211K +2,183 +8%
LNWWM
409
Laird Norton Wetherby Wealth Management
California
$2.79M -$386 -4 -0%
CTWM
410
Cherry Tree Wealth Management
Minnesota
$2.78M +$13.5K +140 +0.5%
PAM
411
Pacific Asset Management
Washington
$2.73M +$2.73M +28,321 New
HWMO
412
Heritage Wealth Management (Ohio)
Ohio
$2.71M +$13.6K +141 +0.5%
CW
413
Curio Wealth
Maryland
$2.71M +$2.71M +28,070 New
TCA
414
Transcend Capital Advisors
New Jersey
$2.66M +$69.9K +724 +3%
HF
415
Holcombe Financial
Georgia
$2.66M +$2.66M +27,519 New
TP
416
Tranquility Partners
Tennessee
$2.65M +$17.1K +177 +0.6%
BWM
417
BigSur Wealth Management
Florida
$2.57M +$731K +7,574 +40%
IBOK
418
Independence Bank of Kentucky
Kentucky
$2.56M -$55.1K -571 -2%
MWA
419
MN Wealth Advisors
Kansas
$2.56M +$257K +2,667 +11%
LG
420
LAM Group
Oregon
$2.55M +$184K +1,910 +8%
PCA
421
Prosperity Capital Advisors
Ohio
$2.53M -$495K -5,131 -16%
PCM
422
Peirce Capital Management
Texas
$2.53M -$308K -3,188 -11%
CFA
423
Cahill Financial Advisors
Minnesota
$2.49M +$1.96M +20,309 +369%
FWM
424
FMB Wealth Management
California
$2.49M – – –
FDDB
425
Fidelity D&D Bancorp
Pennsylvania
$2.48M +$194K +2,013 +8%
15 16
17
18 19