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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
1
Creative Planning
Kansas
$771M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$112M
3
Morgan Stanley
3
Morgan Stanley
New York
$334M
4
Bank of America
4
Bank of America
North Carolina
$195M
5
LPL Financial
5
LPL Financial
California
$400M

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 Holding Trade Value Shares
Change 		Shares
Change %
CWMS
676
Cannon Wealth Management Services
North Carolina
$302K -$83.7K -867 -22%
FS
677
Financial Symmetry
North Carolina
$299K -$89.4K -926 -23%
BFG
678
Berger Financial Group
Minnesota
$297K +$297K +3,076 New
TWA
679
Trellis Wealth Advisors
California
$296K +$296K +3,064 New
GWM
680
Grand Wealth Management
Michigan
$295K +$97 +1 +0%
AIM
681
Anchor Investment Management
South Carolina
$294K – – –
RWM
682
Ruedi Wealth Management
Illinois
$292K -$1.93K -20 -0.7%
PF
683
Prosperitas Financial
California
$289K +$22.8K +236 +9%
UF
684
Univest Financial
Pennsylvania
$285K -$2.8K -29 -1%
AWM
685
AE Wealth Management
Kansas
$284K -$43.4K -450 -13%
GCM
686
Gibraltar Capital Management
Oklahoma
$276K +$23.1K +239 +9%
BJL
687
Brighton Jones LLC
Washington
$274K +$15.4K +160 +6%
PFS
688
Prospera Financial Services
Texas
$265K +$54.3K +562 +26%
LPFG
689
Landing Point Financial Group
Ohio
$263K +$263K +2,729 New
TI
690
Trexquant Investment
Connecticut
$257K +$46.7K +484 +22%
PAG
691
Private Advisory Group
Washington
$254K +$254K +2,630 New
ESB
692
Essex Savings Bank
Connecticut
$253K +$28.1K +291 +12%
GWM
693
Geneos Wealth Management
Colorado
$248K +$62K +642 +33%
Bessemer Group
694
Bessemer Group
New Jersey
$239K -$1.05M -10,835 -81%
NRI
695
NFP Retirement Inc
California
$232K – – –
CA
696
Carson Advisory
Georgia
$228K – – –
EF
697
Empirical Finance
Pennsylvania
$225K – – –
NP
698
Nilsine Partners
Colorado
$222K -$67.2K -696 -23%
BIM
699
Bridges Investment Management
Nebraska
$222K +$222K +2,299 New
HKIMG
700
Hutchens & Kramer Investment Management Group
Indiana
$221K -$37.1K -384 -14%
26 27
28
29 30