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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 %
VH
276
Visionary Horizons
Tennessee
$3.68M -$5.72M -64,326 -61%
W
277
WorthPointe
California
$3.68M -$1.22K -13 -0%
CPA
278
Cardiff Park Advisors
California
$3.61M -$77.8K -830 -2%
DWM
279
Dogwood Wealth Management
Kansas
$3.6M +$334K +3,565 +10%
RRWA
280
Rainey & Randall Wealth Advisors
Florida
$3.5M +$3.5M +37,391 New
Comerica Bank
281
Comerica Bank
Texas
$3.49M +$221K +2,361 +7%
LCM
282
Liberty Capital Management
Michigan
$3.43M +$932K +9,945 +37%
AC
283
Apella Capital
Connecticut
$3.43M +$145K +1,568 +4%
EW
284
Enzi Wealth
Texas
$3.4M +$1.08M +12,199 +46%
Wealthfront Advisers
285
Wealthfront Advisers
California
$3.39M +$723K +7,720 +27%
WW
286
Waterfront Wealth
Kansas
$3.37M +$767K +8,539 +29%
OCM
287
Orion Capital Management
California
$3.3M +$947K +10,101 +40%
DPI
288
Diversified Portfolios Inc
Michigan
$3.27M +$891K +9,504 +37%
KAM
289
KEB Asset Management
Illinois
$3.16M +$325K +3,463 +11%
BFG
290
Beacon Financial Group
Texas
$3.15M +$1.66M +17,764 +112%
AWAU
291
Alliance Wealth Advisors (Utah)
Utah
$3.14M +$455K +4,854 +17%
SF
292
Slagle Financial
Illinois
$3.14M -$2.61M -27,838 -45%
SPC
293
Sigma Planning Corp
Michigan
$3.13M +$1.59M +16,995 +104%
SWM
294
Soundmark Wealth Management
Washington
$3.08M -$602K -6,428 -16%
PCM
295
Peirce Capital Management
Texas
$3.07M -$113K -1,205 -4%
GRP
296
Global Retirement Partners
California
$3.04M +$353K +3,770 +13%
PCMC
297
Paragon Capital Management (Colorado)
Colorado
$3.01M +$7.31K +78 +0.2%
IAS
298
IMA Advisory Services
Colorado
$2.94M +$162K +1,731 +6%
NEPWA
299
New England Private Wealth Advisors
Massachusetts
$2.92M +$838K +8,972 +40%
IWM
300
IHT Wealth Management
Illinois
$2.91M -$3.25M -34,659 -53%
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