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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 %
LIS
776
Legacy Investment Solutions
Idaho
$6.9K – – –
LWMI
777
Legacy Wealth Management (Idaho)
Idaho
$6.9K – – –
TLA
778
Tanglewood Legacy Advisors
Texas
$6.27K – – –
OA
779
Operose Advisors
Wisconsin
$6.18K – – –
TIM
780
Thompson Investment Management
Wisconsin
$6.08K +$6.08K +63 New
FCMT
781
Founders Capital Management (Texas)
Texas
$5.31K +$5.31K +55 New
AP
782
Atwood & Palmer
Missouri
$2.99K -$20K -207 -87%
PA
783
Pineridge Advisors
Missouri
$2.34K – – –
SIC
784
Salem Investment Counselors
North Carolina
$2.03K +$2.03K +21 New
LFA
785
LGT Financial Advisors
Texas
$1.56K – – –
RDFA
786
Ritter Daniher Financial Advisory
Ohio
$1.26K – – –
BGWM
787
Bridge Generations Wealth Management
Florida
$1.06K +$1.06K +11 New
MTC
788
Matrix Trust Company
Colorado
$1K +$1K +7 New
WTFG
789
Wood Tarver Financial Group
Idaho
$1K +$1K +15 New
AF
790
Advisornet Financial
Minnesota
$965 -$4.83K -50 -83%
NECFA
791
New England Capital Financial Advisors
Connecticut
$888 +$197 +2 +29%
CAWM
792
Capital A Wealth Management
Pennsylvania
$676 +$676 +7 New
DFA
793
DHJJ Financial Advisors
Illinois
$393 – – –
Citigroup
794
Citigroup
New York
$386 +$386 +4 New
DF
795
DecisionPoint Financial
Arizona
$290 +$290 +3 New
Russell Investments Group
796
Russell Investments Group
United Kingdom
$97 – – –
BWL
797
Bogart Wealth LLC
Virginia
$97 +$97 +1 New
FVIM
798
Fort Vancouver Investment Management
Washington
– -$10.9M -113,662 Closed
SW
799
Simplicity Wealth
New Jersey
– -$8.45M -88,090 Closed
RFP
800
Root Financial Partners
California
– -$1.62M -16,926 Closed
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