Avantis US Small Cap Value ETF
AVUV
804 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 129 funds opening new positions, 447 increasing their positions, 165 reducing their positions, and 19 closing their positions.
579% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 19
171% more repeat investments, than reductions
Existing positions increased: 447 | Existing positions reduced: 165
27% more funds holding in top 10
Funds holding in top 10: 125 → 159 (+34)
14% more funds holding
Funds holding: 707 → 804 (+97)
13% more capital invested
Capital invested by funds: $9.26B → $10.4B (+$1.16B)
1.3% more ownership
Funds ownership: 67.52% → 68.81% (+1.3%)
94% less call options, than puts
Call options by funds: $724K | Put options by funds: $11.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$179M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$34.2M |
| 3 |
Morgan Stanley
New York
|
+$30.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$29.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$27.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$20.1M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$18.9M |
| 3 |
FVIM
Fort Vancouver Investment Management
Vancouver,
Washington
|
-$10.9M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$8.8M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$8.45M |
AVUV Hedge Fund Activity: Q4 2024 in Review
804 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q4 2024, worth a combined $10.4B — up 13% from $9.26B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new AVUV positions and 19 closed out — a net gain of 110 holders — while 447 added to existing stakes and 165 trimmed.
The largest buyer was Creative Planning, adding an estimated $179M. The largest seller was Allworth Financial, cutting an estimated $20.1M.
- 804 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q4 2024, up from 707 in Q3 2024.
- Funds reported $10.4B of Avantis US Small Cap Value ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 129 funds opened new Avantis US Small Cap Value ETF positions in Q4 2024 and 19 closed out, a net change of +110 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q4 2024 was Creative Planning, an estimated $179M added.
- The largest Avantis US Small Cap Value ETF seller in Q4 2024 was Allworth Financial, an estimated $20.1M sold.
Based on aggregated 13F filings for Q4 2024.