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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.

New
Increased
Maintained
Reduced
Closed
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 %
WWA
126
WCG Wealth Advisors
Nevada
$15.2M +$567K +5,876 +4%
HG
127
Harbor Group
New Hampshire
$15.1M +$5.91M +61,222 +64%
VWM
128
Venturi Wealth Management
Texas
$15M +$663K +6,872 +5%
Betterment LLC
129
Betterment LLC
New York
$14.9M +$288K +2,980 +2%
MWM
130
McMill Wealth Management
Nebraska
$14.9M +$14.9M +154,332 New
AFA
131
Arlington Financial Advisors
California
$14.8M +$413K +4,275 +3%
BL
132
BFSG LLC
California
$14.8M +$675K +6,990 +5%
AFG
133
ABLE Financial Group
Arizona
$14.8M +$3.98M +41,231 +37%
WAM
134
Wallington Asset Management
Indiana
$14.6M +$139K +1,440 +1%
PHWM
135
Pine Harbor Wealth Management
Maryland
$14.5M +$5.07M +52,495 +54%
CFO
136
Collective Family Office
Pennsylvania
$14.4M +$1.01M +10,513 +8%
AWM
137
Aprio Wealth Management
Georgia
$14.3M +$1.34M +13,830 +10%
OCG
138
Opus Capital Group
Ohio
$14.3M -$108K -1,121 -0.8%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$14.3M +$14.3M +147,892 New
WAS
140
WESPAC Advisors SoCal
California
$14M -$2.03M -20,978 -13%
Stifel Financial
141
Stifel Financial
Missouri
$14M -$1.66M -17,222 -11%
AF
142
Allworth Financial
California
$14M -$20.2M -202,762 -59%
NWM
143
Northwest Wealth Management
Iowa
$13.9M +$1.17M +12,149 +9%
MWM
144
Meritas Wealth Management
California
$13.9M +$1.91M +19,834 +16%
SRC
145
Sage Rhino Capital
California
$13.8M -$545K -5,645 -4%
HCM
146
Hengehold Capital Management
Ohio
$13.7M +$13.7M +141,992 New
AA
147
Aire Advisors
California
$13.7M +$431K +4,461 +3%
FMN
148
Financial Management Network
California
$13.7M +$2.02M +20,815 +17%
RIL
149
Rothschild Investment LLC
Illinois
$13.5M +$1.83M +18,993 +16%
MIC
150
Means Investment Company
Maine
$13.5M +$2.42M +25,100 +22%
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