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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.

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
1
Creative Planning
Kansas
$771M
2
Raymond James Financial
2
Raymond James Financial
Florida
$110M
3
CIG
3
CCM Investment Group
Minnesota
$95.9M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$112M
5
Morgan Stanley
5
Morgan Stanley
New York
$334M

Top Sellers

1
AF
1
Allworth Financial
California
$14M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$35.9M
3
FVIM
3
Fort Vancouver Investment Management
Washington
$0
4
IDA
4
Intelligence Driven Advisers
California
$22M
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APP
26
Avantax Planning Partners
Iowa
$83.1M 860,368 +11,684 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$82.3M 852,250 +112,045 +15%
PL
28
Plancorp LLC
Missouri
$81.2M 840,968 +3,168 +0.4%
TWA
29
TCI Wealth Advisors
Arizona
$77.5M 802,656 +5,008 +0.6%
CCM
30
Carlson Capital Management
Minnesota
$75.4M 781,089 +5,955 +0.8%
WP
31
WMS Partners
Maryland
$71.1M 736,369 +6,811 +0.9%
AA
32
Alesco Advisors
New York
$69M 715,088 +221 +0%
OFG
33
Oxford Financial Group
Indiana
$66.9M 693,135 -23,205 -3%
American Century Companies
34
American Century Companies
Missouri
$66.9M 692,976 +33,217 +5%
PPW
35
Parcion Private Wealth
Washington
$66.1M 684,532 +100 +0%
HIGP
36
Hill Investment Group Partners
Missouri
$65.9M 682,210 +12,336 +2%
SAM
37
Satovsky Asset Management
New York
$59.3M 614,536 -7,525 -1%
FG
38
Foster Group
Iowa
$58.6M 607,086 -18,233 -3%
MFT
39
Moisand Fitzgerald Tamayo
Florida
$54.2M 561,269 -4,635 -0.8%
Kovitz Investment Group Partners
40
Kovitz Investment Group Partners
Illinois
$53.6M 555,078 +13,367 +2%
BHWM
41
Beaird Harris Wealth Management
Texas
$52.8M 547,456 +31,864 +6%
Comerica Bank
42
Comerica Bank
Texas
$52.2M 540,646 -8,794 -2%
TIA
43
Traphagen Investment Advisors
New Jersey
$51M 527,832 +7,858 +2%
TA
44
TruWealth Advisors
Louisiana
$50.6M 524,558 +111,344 +27%
PP
45
PDS Planning
Ohio
$50.6M 524,299 +14,867 +3%
MAM
46
Marquette Asset Management
Minnesota
$46.1M 477,637 -97 -0%
MWP
47
Meredith Wealth Planning
Illinois
$45.4M 470,222 +12,893 +3%
WRPWM
48
Werba Rubin Papier Wealth Management
California
$44.7M 462,894 +5,224 +1%
Mariner
49
Mariner
Kansas
$44.1M 457,213 +72,805 +19%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$40.6M 420,860 +18,594 +5%
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