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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.

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
Raymond James Financial
2
Raymond James Financial
Florida
$110M
3
CIG
3
CCM Investment Group
Minnesota
$95.9M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$112M
5
Morgan Stanley
5
Morgan Stanley
New York
$334M

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 Market Value Shares Shares
Change 		Shares
Change %
KF
51
Krilogy Financial
Missouri
$38M 393,467 +6,171 +2%
CCWM
52
Correct Capital Wealth Management
Missouri
$37.8M 391,859 -2,143 -0.5%
FPGK
53
Financial Partners Group (Kansas)
Kansas
$36M 373,174 +8,867 +2%
Corient Private Wealth
54
Corient Private Wealth
Florida
$35.9M 400,485 -190,570 -32%
PAG
55
Private Advisor Group
New Jersey
$35.7M 369,445 +11,600 +3%
TH
56
Team Hewins
California
$34.5M 357,418 +16,856 +5%
PP
57
PrairieView Partners
Minnesota
$32.9M 340,378 +4,745 +1%
FWP
58
Falcon Wealth Planning
California
$32.8M 340,108 +14,102 +4%
RLIM
59
Red Lighthouse Investment Management
New York
$32.8M 339,473 -2,132 -0.6%
CC
60
Callan Capital
California
$30.4M 314,531 +10,648 +4%
QHA
61
Quarry Hill Advisors
Minnesota
$29.5M 305,733 +3,224 +1%
BU
62
Brown University
Rhode Island
$29.1M 301,800 – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$29.1M 301,046 +45,928 +18%
SHFA
64
Sherrill & Hutchins Financial Advisory
Georgia
$28.4M 294,142 -11,149 -4%
AFAS
65
Acorn Financial Advisory Services
Virginia
$27.9M 289,468 +10,999 +4%
OFS
66
Orrstown Financial Services
Pennsylvania
$27.6M 285,446 +33,894 +13%
CCMI
67
Creative Capital Management Investments
California
$27M 280,134 +10 +0%
WFA
68
WMG Financial Advisors
Tennessee
$26.3M 272,832 +18,589 +7%
GT
69
Glenview Trust
Kentucky
$26.2M 271,199 +21,708 +9%
EWS
70
Eagle Wealth Strategies
New Jersey
$25.8M 267,034 -862 -0.3%
EWM
71
Empirical Wealth Management
Washington
$25.7M 265,788 +29,343 +12%
RW
72
RVW Wealth
California
$25.1M 259,919 -5,040 -2%
MCM
73
MAI Capital Management
Ohio
$24.6M 254,776 +158,505 +165%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$24.5M 253,659 +108,509 +75%
KPWS
75
Kestra Private Wealth Services
Texas
$24.3M 251,648 +46,736 +23%
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