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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 %
HIP
176
HUB Investment Partners
Texas
$11.1M -$937K -9,707 -8%
PAG
177
Poinciana Advisors Group
Florida
$11M +$11M +113,974 New
SFO
178
Stokes Family Office
Louisiana
$11M -$64.9K -672 -0.6%
KCPG
179
Kavar Capital Partners Group
Kansas
$10.9M +$201K +2,082 +2%
RFG
180
REAP Financial Group
Texas
$10.9M -$57.7K -598 -0.5%
BMWS
181
Brady Martz Wealth Solutions
North Dakota
$10.9M +$10.9M +112,199 New
AAM
182
Austin Asset Management
Texas
$10.9M +$92.9K +962 +0.9%
SB
183
Strategic Blueprint
Georgia
$10.8M +$260K +2,692 +2%
AA
184
Armis Advisers
Georgia
$10.7M +$10.7M +110,583 New
AWA
185
ARQ Wealth Advisors
Arizona
$10.7M +$407K +4,214 +4%
RWP
186
Revolve Wealth Partners
New Jersey
$10.6M +$313K +3,247 +3%
KAM
187
KEB Asset Management
Illinois
$10.6M +$5.47M +56,678 +108%
BCI
188
Brinker Capital Investments
Pennsylvania
$10.5M -$495K -5,123 -4%
OPS
189
Orion Portfolio Solutions
Nebraska
$10.5M -$495K -5,123 -4%
EWA
190
EP Wealth Advisors
California
$10.5M -$7.92K -82 -0.1%
ASN
191
Advisory Services Network
Georgia
$10.5M +$1.91M +19,794 +22%
FAIM
192
Financial Advocates Investment Management
Washington
$10.4M +$428K +4,439 +4%
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$10.4M +$1.11M +11,453 +12%
W
194
WealthCollab
Washington
$10.4M +$646K +6,696 +7%
PWIA
195
Porter White Investment Advisors
Alabama
$10.3M +$124K +1,282 +1%
HPIA
196
Hamilton Point Investment Advisors
North Carolina
$10.2M +$306K +3,166 +3%
WCWM
197
Willow Creek Wealth Management
California
$10.2M +$167K +1,730 +2%
PAS
198
Park Avenue Securities
New York
$10M +$1.92M +19,844 +24%
P
199
&Partners
Tennessee
$9.98M +$708K +7,283 +8%
EWM
200
Echo Wealth Management
Minnesota
$9.86M +$100K +1,037 +1%
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8
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