AVUV icon

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
Creative Planning
Kansas
$771M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$112M
3
Morgan Stanley
Morgan Stanley
New York
$334M
4
Bank of America
Bank of America
North Carolina
$195M
5
LPL Financial
LPL Financial
California
$400M

Top Sellers

1
AF
Allworth Financial
California
$14M
2
Corient Private Wealth
Corient Private Wealth
Florida
$35.9M
3
FVIM
Fort Vancouver Investment Management
Washington
$0
4
IDA
Intelligence Driven Advisers
California
$22M
5
SW
Simplicity Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
201
Kestra Advisory Services
Texas
$9.85M -$4.44M -46,037 -31%
PS
202
Planned Solutions
California
$9.71M +$9.68M +100,285 +39,327%
RW
203
Regimen Wealth
Georgia
$9.65M -$469K -4,856 -5%
QFA
204
Quantum Financial Advisors
California
$9.63M +$44.8K +464 +0.5%
CFG
205
Carr Financial Group
Massachusetts
$9.57M +$3.47M +35,987 +57%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$9.54M +$3.36M +34,859 +55%
SOS
207
Silver Oak Securities
Tennessee
$9.52M +$424K +4,408 +5%
OWA
208
Opal Wealth Advisors
New York
$9.35M +$116K +1,203 +1%
RA
209
RFG Advisory
Alabama
$9.24M -$371K -3,840 -4%
FF
210
Financial Futures
New Jersey
$9.23M -$223K -2,314 -2%
LW
211
Libra Wealth
California
$9.23M +$1.34M +13,885 +17%
CPWA
212
Cerro Pacific Wealth Advisors
California
$9.16M -$1.24M -12,918 -12%
VVP
213
Venture Visionary Partners
Ohio
$9.14M +$1.53M +15,828 +20%
CF
214
Convergence Financial
Missouri
$9.12M +$1.28M +13,248 +16%
HNWA
215
Henrickson Nauta Wealth Advisors
Michigan
$9.08M -$332K -3,442 -4%
TWD
216
True Wealth Design
Ohio
$9.06M -$160K -1,655 -2%
MFG
217
Midwest Financial Group
Kansas
$9.03M +$1.61M +16,677 +22%
DWM
218
Dakota Wealth Management
Florida
$9.02M -$129K -1,334 -1%
FWP
219
FAS Wealth Partners
Kansas
$9.01M +$77.6K +804 +0.9%
SP
220
Symmetry Partners
Connecticut
$8.97M +$5.92M +61,324 +194%
SRB
221
Shotwell Rutter Baer
Michigan
$8.87M -$91.6K -967 -1%
AWAP
222
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$8.78M +$274K +2,839 +3%
CF
223
Centaurus Financial
California
$8.57M -$43.7K -453 -0.5%
TCTWM
224
Three Cord True Wealth Management
Pennsylvania
$8.57M +$8.57M +88,754 New
KFAA
225
Klaas Financial Asset Advisors
Illinois
$8.45M -$30K -311 -0.4%
7 8
9
10 11