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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 %
Creative Planning
1
Creative Planning
Kansas
$771M 7,991,514 +1,806,090 +29%
LPL Financial
2
LPL Financial
California
$400M 4,143,976 +280,964 +7%
MWM
3
Merriman Wealth Management
Washington
$340M 3,520,278 -76,538 -2%
Morgan Stanley
4
Morgan Stanley
New York
$334M 3,463,863 +306,617 +10%
MIAS
5
Mason Investment Advisory Services
Virginia
$260M 2,694,865 -18,060 -0.7%
TI
6
Truepoint Inc
Ohio
$220M 2,281,447 +34,564 +2%
CM
7
Churchill Management
California
$218M 2,262,344 +34,800 +2%
Bank of America
8
Bank of America
North Carolina
$195M 2,019,873 +295,391 +17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$175M 1,816,723 +9,594 +0.5%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$171M 1,770,447 +27,039 +2%
Ameriprise
11
Ameriprise
Minnesota
$148M 1,534,021 +251,216 +20%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$136M 1,406,084 +149,541 +12%
UBS Group
13
UBS Group
Switzerland
$133M 1,378,752 +242,286 +21%
Wells Fargo
14
Wells Fargo
California
$117M 1,208,917 +114,388 +10%
Osaic Holdings
15
Osaic Holdings
Arizona
$113M 1,180,460 -13,558 -1%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$112M 1,155,398 +343,978 +42%
Raymond James Financial
17
Raymond James Financial
Florida
$110M 1,134,550 +1,134,550 New
UA
18
Unison Advisors
District of Columbia
$101M 1,046,504 -9,642 -0.9%
HighTower Advisors
19
HighTower Advisors
Illinois
$100M 1,038,951 +78,306 +8%
EF
20
Empowered Funds
Pennsylvania
$96.6M 1,000,486 +31,219 +3%
CIG
21
CCM Investment Group
Minnesota
$95.9M 997,536 +997,536 New
EK
22
Evensky & Katz
Florida
$94.9M 983,098 +5,862 +0.6%
WA
23
Waverly Advisors
Alabama
$94M 973,523 +94,426 +11%
PCIA
24
Prime Capital Investment Advisors
Kansas
$92.3M 956,543 -12,941 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$92M 953,296 +54,151 +6%
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