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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 %
CAM
601
Clark Asset Management
New Hampshire
$588K +$148K +1,531 +34%
RFP
602
RCS Financial Planning
Maryland
$584K +$171K +1,773 +42%
CA
603
CoreCap Advisors
Michigan
$575K +$508K +5,259 +755%
TFP
604
Triune Financial Partners
Kansas
$570K +$290 +3 +0.1%
Bank of New York Mellon
605
Bank of New York Mellon
New York
$559K +$62.2K +644 +13%
TFS
606
Thoroughbred Financial Services
Tennessee
$550K +$550K +5,700 New
IAS
607
Insigneo Advisory Services
Florida
$543K +$483 +5 +0.1%
KRW
608
Kaufman Rossin Wealth
Florida
$542K +$542K +5,614 New
QCM
609
Quantinno Capital Management
New York
$536K +$57.9K +600 +12%
TCWM
610
Total Clarity Wealth Management
Illinois
$534K -$1.48M -15,356 -74%
NWA
611
Navis Wealth Advisors
New York
$532K – – –
FWI
612
Facet Wealth Inc
Maryland
$527K -$503K -5,173 -49%
LIM
613
Leavell Investment Management
Alabama
$519K +$5.31K +55 +1%
LCWP
614
Legacy Capital Wealth Partners
Arkansas
$515K +$515K +5,334 New
PTC
615
Private Trust Company
Ohio
$510K -$386 -4 -0.1%
BAWC
616
Boyce & Associates Wealth Consulting
Texas
$505K +$60.3K +625 +14%
OA
617
Oceanside Advisors
South Carolina
$503K +$68.8K +713 +16%
IFA
618
Index Fund Advisors
California
$492K -$21.9K -227 -4%
TSWM
619
Tyler-Stone Wealth Management
Ohio
$489K +$24.6K +255 +5%
E
620
EntreWealth
Texas
$485K +$485K +5,110 New
ECM
621
Evergreen Capital Management
Washington
$483K – – –
PB
622
Pinnacle Bancorp
Nebraska
$479K +$332K +3,439 +226%
AW
623
Atlas Wealth
Ohio
$476K – – –
KFGK
624
Keystone Financial Group (Kentucky)
Kentucky
$475K -$4.15K -43 -0.9%
Cerity Partners
625
Cerity Partners
New York
$472K +$51.1K +532 +12%
23 24
25
26 27