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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 %
PWH
426
Priebe Wealth Holdings
Minnesota
$2.47M +$1.8M +18,640 +267%
CAPTRUST Financial Advisors
427
CAPTRUST Financial Advisors
North Carolina
$2.44M +$93.7K +971 +4%
PWM
428
Puff Wealth Management
New Jersey
$2.44M +$2.44M +25,309 New
CM
429
Cornerstone Management
Georgia
$2.43M -$289K -2,999 -11%
SPA
430
Sentinel Pension Advisors
Massachusetts
$2.42M +$170K +1,762 +8%
DAS
431
Dynamic Advisor Solutions
Arizona
$2.42M +$43.7K +453 +2%
LFA
432
Level Financial Advisors
New York
$2.4M -$395K -4,096 -14%
EB
433
Emprise Bank
Kansas
$2.39M -$87.7K -909 -4%
VCM
434
Versant Capital Management
Arizona
$2.39M +$483 +5 +0%
LWM
435
LJI Wealth Management
Indiana
$2.37M +$378K +3,918 +19%
VF
436
Vawter Financial
Ohio
$2.33M +$353K +3,661 +18%
First Manhattan
437
First Manhattan
New York
$2.33M – – –
MCWA
438
Meadow Creek Wealth Advisors
Georgia
$2.31M +$143K +1,478 +7%
SCM
439
SOL Capital Management
Maryland
$2.25M -$9.65K -100 -0.4%
RFN
440
RDA Financial Network
Iowa
$2.23M +$59.7K +618 +3%
JWM
441
JDH Wealth Management
California
$2.22M +$2.22M +23,042 New
AWM
442
Austin Wealth Management
Texas
$2.21M +$170K +1,715 +8%
EFP
443
EnRich Financial Partners
Wisconsin
$2.18M +$627K +6,494 +40%
FA
444
Faithward Advisors
Pennsylvania
$2.18M +$292K +3,028 +16%
FHA
445
Flagship Harbor Advisors
Massachusetts
$2.15M -$11.8K -122 -0.5%
CAG
446
Centerpoint Advisory Group
Kansas
$2.15M +$2.15M +22,239 New
FCP
447
Fidelis Capital Partners
Florida
$2.13M +$836K +8,658 +65%
SIMC
448
Squire Investment Management Company
Utah
$2.11M -$869 -9 -0%
CW
449
CreativeOne Wealth
Kansas
$2.1M -$98.6K -1,021 -4%
MOS
450
MGO One Seven
Ohio
$2.03M +$19.4K +201 +1%
16 17
18
19 20