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Avantis US Small Cap Value ETF
AVUV

632 hedge funds and large institutions have $7.43B invested in Avantis US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 356 increasing their positions, 145 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 23

171% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $843K

146% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 145

14% more capital invested

Capital invested by funds: $6.49B → $7.43B (+$933M)

11% more funds holding

Funds holding: 568 → 632 (+64)

4% more funds holding in top 10

Funds holding in top 10: 112 → 117 (+5)

7.5% less ownership

Funds ownership: 75.57% → 68.07% (-7.5%)

Holders
632
Holders Change
+64
Holders Change %
+11.27%
% of All Funds
9.1%
Holding in Top 10
117
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.46%
% of All Funds
1.69%
New
92
Increased
356
Reduced
145
Closed
23
Calls
$2.29M
Puts
$843K
Net Calls
+$1.44M
Net Calls Change
+$1.28M

Top Buyers

Rank Fund Capital Flow
1
CM
Churchill Management
California
+$193M
2
APP
Avantax Planning Partners
Iowa
+$77.8M
3
Creative Planning
Creative Planning
Kansas
+$40.6M
4
EF
Empowered Funds
Pennsylvania
+$26.2M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$24.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$152M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$26.9M
3
CCM
Carlson Capital Management
Minnesota
-$24.8M
4
SF
Symphony Financial
Texas
-$14.5M
5
IDA
Intelligence Driven Advisers
California
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$2.91M -$3.07M -34,659 -53%
LFA
302
Level Financial Advisors
New York
$2.91M -$395K -4,468 -13%
MHS
303
M Holdings Securities
Oregon
$2.9M +$624K +7,056 +30%
CM
304
Cornerstone Management
Georgia
$2.89M -$78.6K -888 -3%
CTWM
305
Cherry Tree Wealth Management
Minnesota
$2.89M +$359K +4,057 +15%
THL
306
Tillman Hartley LLC
Colorado
$2.84M +$33.7K +381 +1%
PCG
307
Prosperity Consulting Group
Maryland
$2.83M +$2.68M +30,246 New
NCM
308
Northland Capital Management
Minnesota
$2.73M +$17K +192 +0.7%
CWA
309
Canvas Wealth Advisors
Kansas
$2.72M +$976K +11,035 +55%
LFS
310
Legacy Financial Strategies
Kansas
$2.68M +$2.53M +28,616 New
PWS
311
Physician Wealth Solutions
Nevada
$2.66M +$141K +1,596 +6%
PWG
312
Portside Wealth Group
Utah
$2.65M -$1.52M -17,229 -38%
Citadel Advisors
313
Citadel Advisors
Florida
$2.64M +$1.75M +19,753 +234%
DFC
314
DBK Financial Counsel
Ohio
$2.64M +$159K +1,800 +7%
KWM
315
Kingsview Wealth Management
Oregon
$2.62M +$2.48M +28,002 New
SCM
316
SOL Capital Management
Maryland
$2.6M -$3.54K -40 -0.1%
MRWM
317
ML&R Wealth Management
Texas
$2.56M -$467K -5,281 -16%
FAM
318
Flaharty Asset Management
Florida
$2.53M -$201K -2,267 -8%
LNWWM
319
Laird Norton Wetherby Wealth Management
California
$2.5M -$299K -3,375 -11%
TP
320
Tranquility Partners
Tennessee
$2.46M +$60K +678 +3%
NL
321
NWAM LLC
Washington
$2.39M -$7.06M -79,784 -76%
TCG
322
Transcendent Capital Group
Oklahoma
$2.38M +$4.96K +56 +0.2%
SWP
323
Stratos Wealth Partners
Ohio
$2.36M +$99.7K +1,127 +5%
FHA
324
Flagship Harbor Advisors
Massachusetts
$2.35M +$549K +6,200 +33%
FWM
325
FMB Wealth Management
California
$2.34M – – –
11 12
13
14 15

AVUV Hedge Fund Activity: Q1 2024 in Review

632 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q1 2024, worth a combined $7.43B — up 14% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new AVUV positions and 23 closed out — a net gain of 69 holders — while 356 added to existing stakes and 145 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $193M. The largest seller was Morgan Stanley, cutting an estimated $152M.

  • 632 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q1 2024, up from 568 in Q4 2023.
  • Funds reported $7.43B of Avantis US Small Cap Value ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 92 funds opened new Avantis US Small Cap Value ETF positions in Q1 2024 and 23 closed out, a net change of +69 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q1 2024 was Churchill Management, an estimated $193M added.
  • The largest Avantis US Small Cap Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2024.