AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

628 hedge funds and large institutions have $7.39B invested in Avantis US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 354 increasing their positions, 145 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+65
Holders Change %
+11.55%
% of All Funds
9.1%
Holding in Top 10
116
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.5%
% of All Funds
1.68%
New
91
Increased
354
Reduced
145
Closed
21
Calls
$2.29M
Puts
$843K
Net Calls
+$1.44M
Net Calls Change
+$1.28M

Top Buyers

1
CM
Churchill Management
California
+$205M
2
APP
Avantax Planning Partners
Iowa
+$82.4M
3
Creative Planning
Creative Planning
Kansas
+$43M
4
EF
Empowered Funds
Pennsylvania
+$27.7M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$25.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$161M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$28.5M
3
CCM
Carlson Capital Management
Minnesota
-$26.3M
4
SF
Symphony Financial
Texas
-$15.4M
5
IDA
Intelligence Driven Advisers
California
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
226
Longview Financial Advisors
Alabama
$5.11M -$47.6K -508 -0.9%
FNBSF
227
First National Bank Sioux Falls
South Dakota
$5.1M +$865K +9,235 +20%
ACP
228
Aveo Capital Partners
Colorado
$5.08M +$355K +3,906 +8%
LOIM
229
Liberty One Investment Management
Illinois
$5.03M +$5.03M +53,634 New
TC
230
Trilogy Capital
California
$5.02M +$2.27M +24,222 +83%
CIA
231
Concurrent Investment Advisors
Florida
$4.98M -$211K -2,248 -4%
ICM
232
Islay Capital Management
Texas
$4.92M +$305K +3,260 +7%
SDWIA
233
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.86M +$2.71M +28,936 +126%
IA
234
IFP Advisors
Florida
$4.86M +$1.04M +11,107 +27%
PWA
235
PCG Wealth Advisors
Kansas
$4.86M +$2.74M +29,232 +129%
SOS
236
Silver Oak Securities
Tennessee
$4.85M -$2.34M -24,927 -32%
SC
237
Savant Capital
Illinois
$4.83M +$3.37K +36 +0.1%
LFAS
238
Level Four Advisory Services
Texas
$4.8M +$145K +1,614 +3%
WPC
239
Wedmont Private Capital
Pennsylvania
$4.78M +$257K +2,786 +6%
CFO
240
CVA Family Office
Colorado
$4.75M -$289K -3,085 -6%
WPIC
241
White Pine Investment Company
Michigan
$4.74M +$4.74M +50,570 New
CSIA
242
Conrad Siegel Investment Advisors
Pennsylvania
$4.69M +$4.69M +50,038 New
TIM
243
Tortoise Investment Management
New York
$4.65M +$810K +8,649 +21%
UWM
244
USAdvisors Wealth Management
Minnesota
$4.58M -$164K -1,766 -3%
EFN
245
Equita Financial Network
Pennsylvania
$4.56M -$6.5M -69,414 -59%
CPWM
246
Cypress Point Wealth Management
Texas
$4.51M +$94.9K +1,013 +2%
MA
247
Mutual Advisors
Nebraska
$4.48M +$1.69M +18,024 +60%
SWM
248
Seed Wealth Management
Illinois
$4.48M -$70.2K -755 -2%
CBT
249
CoreFirst Bank & Trust
Kansas
$4.44M +$504K +5,374 +13%
SHFA
250
SC&H Financial Advisors
Maryland
$4.43M +$219K +2,332 +5%
8 9
10
11 12