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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 %
MWM
526
Modera Wealth Management
New Jersey
$1.21M +$720K +7,464 +148%
CS
527
Capital Square
Tennessee
$1.2M +$58.6K +587 +5%
PVI
528
Pine Valley Investments
New Jersey
$1.2M +$585K +6,059 +95%
MWM
529
Meridian Wealth Management
Kentucky
$1.19M -$29.3K -304 -2%
BF
530
BOK Financial
Oklahoma
$1.18M -$9.47K -100 -0.8%
FAI
531
Fiduciary Advisors Inc
Missouri
$1.18M +$1.18M +12,250 New
VFA
532
Valeo Financial Advisors
Indiana
$1.18M +$82.9K +859 +8%
VCM
533
Vivaldi Capital Management
Illinois
$1.17M +$49.3K +497 +4%
CAMG
534
CWA Asset Management Group
Florida
$1.17M +$75.2K +779 +7%
CWM
535
Cornerstone Wealth Management
Missouri
$1.15M +$59.2K +613 +5%
SA
536
Strategic Advisors
New York
$1.14M +$171K +1,771 +18%
BEI
537
Benjamin Edwards Inc
Missouri
$1.13M +$478K +4,956 +74%
Renaissance Technologies
538
Renaissance Technologies
New York
$1.12M +$1.12M +11,600 New
JCM
539
Jacobi Capital Management
Pennsylvania
$1.12M +$124K +1,283 +12%
HAS
540
HBW Advisory Services
California
$1.12M +$166K +1,723 +18%
MC
541
Middleton & Co
Massachusetts
$1.11M +$885K +9,170 +391%
NRW
542
Nova R Wealth
Kansas
$1.1M -$61.5K -637 -5%
GCA
543
Gradient Capital Advisors
California
$1.09M +$2.03K +21 +0.2%
PCM
544
Prospera Capital Management
Arizona
$1.08M +$1.08M +11,070 New
RWA
545
Redmont Wealth Advisors
Illinois
$1.05M +$728K +7,538 +228%
BW
546
Bison Wealth
Georgia
$1.03M +$428K +4,438 +71%
EPW
547
Endeavor Private Wealth
Kansas
$981K +$981K +10,165 New
KCM
548
Kendall Capital Management
Maryland
$965K +$965K +10,000 New
CA
549
CGN Advisors
Kansas
$938K +$938K +9,721 New
CC
550
Courier Capital
New York
$937K +$937K +9,706 New
20 21
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