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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 %
KWA
76
Kondo Wealth Advisors
California
$22.7M 235,326 +235,326 New
FIC
77
Family Investment Center
Missouri
$22.6M 234,639 -13,646 -5%
SFG
78
SNS Financial Group
Minnesota
$22.3M 230,770 +11,532 +5%
NEWAS
79
N.E.W. Advisory Services
Wisconsin
$22.2M 230,386 +54,694 +31%
IDA
80
Intelligence Driven Advisers
California
$22M 228,355 -88,537 -28%
AI
81
Atria Investments
North Carolina
$21.9M 227,027 -30,755 -12%
AO
82
Advisor OS
Illinois
$21.8M 225,427 +5,650 +3%
HPA
83
High Probability Advisors
New York
$21.8M 225,368 +7,827 +4%
BFS
84
Bare Financial Services
Pennsylvania
$21.7M 224,627 +16,453 +8%
MA
85
MJP Associates
Connecticut
$21.6M 223,896 +4,119 +2%
OS
86
Objectivity Squared
South Carolina
$21M 222,052 +3,491 +2%
MGW
87
MB Generational Wealth
Washington
$21M 217,613 -888 -0.4%
WA
88
Wealth Architects
California
$20.8M 215,887 +12,449 +6%
TFO
89
Tarbox Family Office
California
$20.7M 214,729 +1,977 +0.9%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$20.5M 212,856 +28,352 +15%
MWM
91
Modern Wealth Management
Kansas
$20.3M 210,553 +210,553 New
SC
92
Stephens Consulting
Michigan
$20.1M 208,041 +8,685 +4%
VWA
93
Valued Wealth Advisors
Utah
$19.8M 205,057 +8,847 +5%
DF
94
Define Financial
California
$19.8M 204,805 +204,805 New
CPIG
95
Chicago Partners Investment Group
Illinois
$18.7M 194,490 +7,158 +4%
MML Investors Services
96
MML Investors Services
Massachusetts
$18.6M 192,763 -17,292 -8%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$18.5M 191,501 -20,231 -10%
GPWA
98
Great Point Wealth Advisors
Massachusetts
$18.5M 191,198 +4,234 +2%
AWM
99
Apollon Wealth Management
South Carolina
$18.3M 189,693 +4,193 +2%
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$18.2M 185,193 -6,052 -3%
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4
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