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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 %
CPIA
551
Cornell Pochily Investment Advisors
New York
$920K +$7.05K +73 +0.8%
JFG
552
Jefferies Financial Group
New York
$920K +$316K +3,272 +52%
RW
553
REDW Wealth
New Mexico
$912K -$849K -8,790 -48%
BRWA
554
B. Riley Wealth Advisors
Florida
$902K -$459K -4,754 -34%
IAN
555
Integrated Advisors Network
Texas
$897K +$83.9K +869 +10%
SWM
556
Seaside Wealth Management
California
$895K +$90K +932 +11%
CA
557
Claro Advisors
Massachusetts
$885K +$15.3K +159 +2%
AWA
558
Arkadios Wealth Advisors
Georgia
$879K +$1.16K +12 +0.1%
IF
559
Ironwood Financial
Arizona
$878K +$297K +3,072 +51%
OFS
560
OneAscent Financial Services
Alabama
$863K +$863K +8,936 New
CWA
561
CogentBlue Wealth Advisors
Tennessee
$845K +$845K +8,758 New
ATC
562
Argent Trust Co
Tennessee
$840K +$189K +1,958 +29%
CA
563
Claris Advisors
Missouri
$831K +$698K +7,226 +524%
PA
564
Parallel Advisors
California
$824K -$1.93K -20 -0.2%
Brown Advisory
565
Brown Advisory
Maryland
$804K -$66K -684 -8%
IC
566
Innealta Capital
Texas
$793K +$326K +3,376 +70%
KA
567
Klingman & Associates
New York
$790K +$2.51K +26 +0.3%
WMWM
568
Whitaker-Myers Wealth Managers
Ohio
$784K +$12.8K +133 +2%
CG
569
Caprock Group
Idaho
$773K – – –
MPW
570
Magnolia Private Wealth
Pennsylvania
$758K +$758K +7,850 New
RSWM
571
Robertson Stephens Wealth Management
California
$748K -$80.4K -833 -10%
CPCM
572
Cardinal Point Capital Management
Ontario, Canada
$739K +$404K +4,190 +121%
NAS
573
NWF Advisory Services
California
$732K +$732K +7,586 New
SF
574
Synovus Financial
Georgia
$715K +$1.84K +19 +0.3%
KPP
575
Kings Path Partners
Texas
$714K -$40.3K -417 -5%
21 22
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