AVUV icon

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 %
JFA
451
JNBA Financial Advisors
Minnesota
$2M -$104K -1,076 -5%
ZF
452
Zhang Financial
Michigan
$1.98M +$532K +5,512 +37%
JTWM
453
Jackson Thornton Wealth Management
Alabama
$1.98M +$1.93K +20 +0.1%
MWM
454
Mattern Wealth Management
Kansas
$1.98M -$274K -2,843 -12%
AAS
455
Annex Advisory Services
Wisconsin
$1.97M -$203K -2,105 -9%
NMG
456
New Millennium Group
Utah
$1.94M +$190K +1,965 +11%
SAM
457
Sequent Asset Management
Texas
$1.94M +$15.5K +161 +0.8%
CA
458
Clearstead Advisors
Ohio
$1.92M +$134K +1,384 +7%
AFP
459
Ausdal Financial Partners
Iowa
$1.91M +$36.5K +378 +2%
HP
460
Haven Private
Florida
$1.91M +$1.91M +19,757 New
FTWA
461
Fifth Third Wealth Advisors
Ohio
$1.9M +$235K +2,439 +14%
XPN
462
XY Planning Network
Montana
$1.89M +$1.89M +19,600 New
HI
463
Harbour Investments
Wisconsin
$1.88M +$2.7K +28 +0.1%
EWA
464
Etesian Wealth Advisors
Oregon
$1.88M +$29.8K +309 +2%
CA
465
Cornerstone Advisory
Maryland
$1.86M +$486K +4,986 +35%
KW
466
KWB Wealth
California
$1.85M -$5.95K -62 -0.3%
FTS
467
Fifth Third Securities
Ohio
$1.84M +$1.84M +19,013 New
AF
468
Atala Financial
California
$1.83M +$1.83M +18,950 New
HWMC
469
Heritage Wealth Management (California)
California
$1.82M +$637K +6,595 +54%
EWA
470
EverSource Wealth Advisors
Alabama
$1.8M +$425K +4,404 +31%
FA
471
Freestate Advisors
Kansas
$1.8M +$384K +3,981 +27%
NWM
472
Navigoe Wealth Management
California
$1.77M +$1.77M +18,348 New
JPLA
473
Joseph P. Lucia & Associates
New York
$1.75M +$3.09K +32 +0.2%
FCM
474
Fortis Capital Management
Washington
$1.72M +$6.85K +71 +0.4%
CFD
475
Creative Financial Designs
Indiana
$1.71M +$82.1K +851 +5%
17 18
19
20 21