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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 %
LWA
251
Lantern Wealth Advisors
New York
$4.42M +$28.5K +304 +0.6%
AI
252
Atria Investments
North Carolina
$4.41M +$496K +5,296 +13%
PWM
253
Perigon Wealth Management
California
$4.39M +$28K +299 +0.6%
KAS
254
KPP Advisory Services
Kentucky
$4.33M +$4.33M +46,227 New
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$4.32M -$113K -1,211 -3%
PHWM
256
Pine Harbor Wealth Management
Maryland
$4.31M +$1.27M +13,520 +42%
BWP
257
BSW Wealth Partners
Colorado
$4.26M +$3.83M +40,825 +886%
NEI
258
Northwest & Ethical Investments
Ontario, Canada
$4.22M +$4.22M +45,000 New
BPA
259
Beacon Pointe Advisors
California
$4.21M +$436K +4,655 +12%
MFG
260
Midwest Financial Group
Kansas
$4.13M +$1.11M +11,822 +37%
FM
261
Foster & Motley
Ohio
$4.09M +$589K +6,291 +17%
JFA
262
JNBA Financial Advisors
Minnesota
$4.05M -$1.71M -18,219 -30%
FFA
263
Farther Finance Advisors
California
$4.05M +$2.03M +21,802 +100%
LA
264
LexAurum Advisors
Kansas
$4.05M +$419K +4,468 +12%
PWMG
265
Private Wealth Management Group
New Jersey
$3.97M +$624K +6,656 +19%
Balyasny Asset Management
266
Balyasny Asset Management
Illinois
$3.96M +$1.65M +17,660 +72%
SRSA
267
S.R. Schill & Associates
Washington
$3.93M -$88.6K -946 -2%
SCM
268
Sterneck Capital Management
Missouri
$3.91M +$197K +2,106 +5%
D.E. Shaw & Co
269
D.E. Shaw & Co
New York
$3.83M +$3.83M +40,867 New
EFL
270
ERn Financial LLC
Wisconsin
$3.79M +$13.7K +146 +0.4%
CL
271
CSS LLC
Illinois
$3.76M +$806K +8,600 +27%
AWS
272
Atria Wealth Solutions
New York
$3.72M +$1.1M +11,725 +42%
RPCA
273
Running Point Capital Advisors
California
$3.72M +$556K +5,935 +18%
SPIA
274
Steward Partners Investment Advisory
New York
$3.7M -$429K -4,580 -10%
TIA
275
Traphagen Investment Advisors
New Jersey
$3.69M +$3.36M +35,851 +1,016%
9 10
11
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