AVUV icon

Avantis US Small Cap Value ETF

701 hedge funds and large institutions have $9.22B invested in Avantis US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 417 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+59
Holders Change %
+9.19%
% of All Funds
10.14%
Holding in Top 10
124
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.73%
% of All Funds
1.79%
New
99
Increased
417
Reduced
130
Closed
33
Calls
$1.73M
Puts
$1.18M
Net Calls
+$547K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
251
Avaii Wealth Management
Wisconsin
$6.1M +$6.1M +63,617 New
IPW
252
Intergy Private Wealth
Colorado
$6.06M +$118K +1,234 +2%
CFG
253
Carr Financial Group
Massachusetts
$6.06M +$1.03M +10,778 +21%
SC
254
Savant Capital
Illinois
$6.05M +$1.36M +14,151 +29%
BWP
255
BSW Wealth Partners
Colorado
$6.03M +$411K +4,281 +7%
SSW
256
Stone Summit Wealth
Florida
$5.99M +$5.99M +62,467 New
FNBSF
257
First National Bank Sioux Falls
South Dakota
$5.95M +$393K +4,099 +7%
ME
258
McIlrath & Eck
Washington
$5.85M +$2.04M +21,266 +54%
VWA
259
Visionary Wealth Advisors
Illinois
$5.75M +$79.7K +831 +1%
ICMM
260
Integrated Capital Management (Michigan)
Michigan
$5.75M +$5.75M +59,921 New
WFS
261
Widmann Financial Services
Maryland
$5.74M +$226K +2,359 +4%
CPA
262
Capital Performance Advisors
California
$5.7M +$156K +1,621 +3%
MHB
263
Midwest Heritage Bank
Iowa
$5.58M +$117K +1,219 +2%
GKWIM
264
Gerber Kawasaki Wealth & Investment Management
California
$5.53M +$4.13M +43,061 +295%
ACA
265
Aspire Capital Advisors
Washington
$5.5M +$94.3K +983 +2%
ICM
266
Islay Capital Management
Texas
$5.48M +$293K +3,056 +6%
WPIC
267
White Pine Investment Company
Michigan
$5.45M +$142K +1,484 +3%
MA
268
Mutual Advisors
Nebraska
$5.44M -$490K -5,132 -8%
EFL
269
ERn Financial LLC
Wisconsin
$5.39M +$303K +3,157 +6%
PCM
270
Passive Capital Management
Maryland
$5.29M +$6.33K +66 +0.1%
CIA
271
Concurrent Investment Advisors
Florida
$5.27M +$119K +1,237 +2%
CWM
272
Castle Wealth Management
Florida
$5.23M +$166K +1,729 +3%
LFA
273
Longview Financial Advisors
Alabama
$5.21M -$49.6K -517 -0.9%
FFA
274
Farther Finance Advisors
California
$5.19M +$1.06M +11,016 +26%
SPIA
275
Steward Partners Investment Advisory
New York
$5.12M +$1.19M +12,413 +30%