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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
$771M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$112M
3
Morgan Stanley
Morgan Stanley
New York
$334M
4
Bank of America
Bank of America
North Carolina
$195M
5
LPL Financial
LPL Financial
California
$400M

Top Sellers

1
AF
Allworth Financial
California
$14M
2
Corient Private Wealth
Corient Private Wealth
Florida
$35.9M
3
FVIM
Fort Vancouver Investment Management
Washington
$0
4
IDA
Intelligence Driven Advisers
California
$22M
5
SW
Simplicity Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
626
SignatureFD
Georgia
$471K +$276K +2,864 +142%
MCM
627
Mattern Capital Management
Colorado
$468K +$151K +1,565 +48%
JWCA
628
J.W. Cole Advisors
Florida
$467K +$178K +1,839 +61%
TCM
629
Tandem Capital Management
New Jersey
$466K -$27K -280 -5%
PFBT
630
Parkside Financial Bank & Trust
Missouri
$466K +$136K +1,413 +41%
GC
631
Grimes & Company
Massachusetts
$466K +$466K +4,825 New
PPH
632
Pure Portfolios Holdings
Oregon
$458K +$20.2K +209 +5%
OSAM
633
O'Shaughnessy Asset Management
Connecticut
$455K +$229K +2,377 +102%
Lido Advisors
634
Lido Advisors
California
$453K -$59K -611 -12%
KWM
635
Kolinsky Wealth Management
New Jersey
$450K -$1.31M -13,526 -74%
CC
636
Cornerstone Capital
California
$449K – – –
SFM
637
Signet Financial Management
New Jersey
$448K +$4.92K +51 +1%
AWE
638
Avidian Wealth Enterprises
Texas
$438K +$483 +5 +0.1%
GWMR
639
GC Wealth Management RIA
Massachusetts
$436K – – –
KIM
640
Kestra Investment Management
Texas
$429K +$429K +4,449 New
RWM
641
Rialto Wealth Management
New York
$425K +$425K +4,398 New
BPWM
642
Badgley Phelps Wealth Managers
Washington
$423K -$67.8K -702 -14%
BWM
643
Brickley Wealth Management
California
$422K – – –
RPA
644
Redwood Park Advisors
California
$419K +$419K +4,340 New
BEAM
645
Baker Ellis Asset Management
Washington
$418K +$150K +1,555 +56%
BTI
646
Blue Trust Inc
Georgia
$403K +$158K +1,638 +64%
GTAM
647
Global Trust Asset Management
Florida
$401K – – –
CWM
648
Congress Wealth Management
Massachusetts
$396K +$6.76K +70 +2%
CT
649
Colonial Trust
South Carolina
$395K -$3.86K -40 -1%
CB
650
Commerce Bank
Missouri
$393K +$29.1K +301 +8%
24 25
26
27 28