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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 %
MBFW
101
Morton Brown Family Wealth
Pennsylvania
$18.2M 188,875 +11,440 +6%
RIM
102
RW Investment Management
Idaho
$18M 186,564 +158,934 +575%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$17.9M 185,691 -21,232 -10%
PA
104
Paragon Advisors
Texas
$17.8M 184,640 +2,915 +2%
AWM
105
Avior Wealth Management
Nebraska
$17.7M 183,805 +183,674 +140,209%
MWA
106
MFA Wealth Advisors
Pennsylvania
$17.7M 183,618 +15,256 +9%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$17.6M 182,409 +22,339 +14%
CL
108
COWA LLC
Oklahoma
$17.6M 182,053 +13,832 +8%
WI
109
WJ Interests
Texas
$17.4M 180,428 -989 -0.5%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$17.3M 178,959 +22,658 +14%
JIC
111
JRM Investment Counsel
Nebraska
$17.1M 177,449 +15,890 +10%
OPWM
112
Oakwell Private Wealth Management
Texas
$17.1M 177,332 +17,571 +11%
SF
113
Symphony Financial
Texas
$16.6M 165,869 +4,411 +3%
TCM
114
Towneley Capital Management
California
$16.5M 171,289 +16,420 +11%
AFGAS
115
Allegiance Financial Group Advisory Services
Virginia
$16.5M 170,584 +8,572 +5%
FAM
116
Flaharty Asset Management
Florida
$16.4M 170,214 -4,789 -3%
SYBT
117
Stock Yards Bank & Trust
Kentucky
$16.4M 169,812 +24,768 +17%
AAS
118
Avantax Advisory Services
Texas
$16.2M 167,784 +7,736 +5%
DOA
119
D'Orazio & Associates
Virginia
$16M 165,619 +281 +0.2%
FFM
120
Flagstone Financial Management
Nebraska
$15.9M 164,742 +2,862 +2%
MAA
121
Mraz Amerine & Associates
California
$15.9M 164,503 +4,084 +3%
HFA
122
Highland Financial Advisors
New Jersey
$15.8M 163,568 +3,172 +2%
CFS
123
CGC Financial Services
Oregon
$15.5M 160,847 +4,865 +3%
FSWA
124
Financial Synergies Wealth Advisors
Texas
$15.4M 159,193 +4,242 +3%
GFA
125
Gallagher Fiduciary Advisors
Illinois
$15.3M 158,817 -27,979 -15%
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5
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