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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 %
PAM
151
Peak Asset Management
Colorado
$13.4M +$341K +3,532 +3%
FWM
152
Fonville Wealth Management
Virginia
$13.2M +$1.47M +15,280 +13%
CAM
153
Cresset Asset Management
Illinois
$13.2M -$3.72M -38,551 -22%
GMFG
154
Greater Midwest Financial Group
Minnesota
$13.1M +$13.1M +136,090 New
TWP
155
Tower Wealth Partners
Pennsylvania
$13M +$95.6K +990 +0.7%
CG
156
Clarus Group
Texas
$13M +$5.39M +55,809 +71%
BDWCC
157
B&D White Capital Company
Texas
$12.9M +$2.22M +23,009 +21%
RCG
158
Regatta Capital Group
California
$12.9M +$651K +6,749 +5%
OIA
159
OneDigital Investment Advisors
Kansas
$12.8M +$2.08M +21,569 +19%
NA
160
NewEdge Advisors
Louisiana
$12.8M +$3.37M +34,875 +36%
LAM
161
Lifestyle Asset Management
Texas
$12.8M -$1.14M -11,794 -8%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$12.7M +$1.02M +10,520 +9%
CIA
163
Compass Ion Advisors
Pennsylvania
$12.7M +$1.06M +11,029 +9%
SWM
164
SFG Wealth Management
Maryland
$12.5M +$771K +7,992 +7%
SPG
165
Strategic Planning Group
Utah
$12.3M +$2.02M +20,974 +20%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$12.2M +$1.85M +19,133 +18%
GVAG
167
Great Valley Advisor Group
Delaware
$12.1M +$1.13M +11,659 +10%
DA
168
Drake & Associates
Wisconsin
$12.1M +$650K +6,685 +6%
BOC
169
Bull Oak Capital
California
$12M +$12.8K +133 +0.1%
SI
170
Stephens Inc
Arkansas
$11.9M +$1.04M +10,756 +10%
AR
171
Apeiron RIA
Texas
$11.9M +$1.03M +10,646 +9%
IWS
172
Insight Wealth Strategies
California
$11.8M +$221K +2,291 +2%
NA
173
Nottingham Advisors
New York
$11.6M -$826K -8,556 -7%
NL
174
NWAM LLC
Washington
$11.6M +$362K +3,748 +3%
B
175
BetterWealth
California
$11.3M +$11.3M +117,275 New
5 6
7
8 9