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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
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 %
SIC
751
SJS Investment Consulting
Ohio
$28.8K – – –
MFC
752
Morris Financial Concepts
South Carolina
$27.6K +$579 +6 +2%
AA
753
Addison Advisors
Vermont
$27.2K – – –
BCMLT
754
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.5K – – –
CTC
755
Central Trust Company
Missouri
$25.4K -$8.21K -85 -24%
AWM
756
Accredited Wealth Management
Kentucky
$24.1K +$24.1K +250 New
CWM
757
CarsonAllaria Wealth Management
Illinois
$23.8K – – –
MFA
758
Morling Financial Advisors
California
$22.7K +$22.7K +235 New
TCOV
759
Trust Company of Vermont
Vermont
$21.7K – – –
SS
760
Sunbelt Securities
Texas
$20.1K +$96 +1 +0.5%
NC
761
NewSquare Capital
Pennsylvania
$20.1K +$20.1K +208 New
NP
762
NorthRock Partners
Minnesota
$19.3K +$9.65K +100 +100%
GM
763
GeoWealth Management
Illinois
$19K +$19K +197 New
SIS
764
Sound Income Strategies
Florida
$18.9K – – –
OLVIG
765
Oliver Lagore Vanvalin Investment Group
Michigan
$14.8K – – –
MPWT
766
MassMutual Private Wealth & Trust
Connecticut
$14.5K +$14.5K +150 New
RF
767
Roxbury Financial
New Jersey
$14K +$14K +133 New
AWM
768
Abound Wealth Management
Tennessee
$13.6K – – –
HHGA
769
Halbert Hargrove Global Advisors
California
$12.3K +$12.3K +127 New
GI
770
GAMMA Investing
California
$10.1K – – –
FFO
771
Fortitude Family Office
Arizona
$9.65K – – –
OIA
772
Optimum Investment Advisors
Illinois
$9.56K – – –
LC
773
Lindbrook Capital
California
$9.33K +$9.24K +96 +9,600%
ACM
774
Anfield Capital Management
California
$8.78K – – –
Simplex Trading
775
Simplex Trading
Illinois
$8K +$8K +91 New
29 30
31
32 33