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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 %
LFA
301
Level Financial Advisors
New York
$2.91M -$419K -4,468 -13%
MHS
302
M Holdings Securities
Oregon
$2.9M +$661K +7,056 +30%
CM
303
Cornerstone Management
Georgia
$2.89M -$83.2K -888 -3%
CTWM
304
Cherry Tree Wealth Management
Minnesota
$2.89M +$380K +4,057 +15%
THL
305
Tillman Hartley LLC
Colorado
$2.84M +$35.7K +381 +1%
PCG
306
Prosperity Consulting Group
Maryland
$2.83M +$2.83M +30,246 New
NCM
307
Northland Capital Management
Minnesota
$2.73M +$18K +192 +0.7%
CWA
308
Canvas Wealth Advisors
Kansas
$2.72M +$959K +11,035 +55%
LFS
309
Legacy Financial Strategies
Kansas
$2.68M +$2.68M +28,616 New
PWS
310
Physician Wealth Solutions
Nevada
$2.66M +$150K +1,596 +6%
PWG
311
Portside Wealth Group
Utah
$2.65M -$1.61M -17,229 -38%
Citadel Advisors
312
Citadel Advisors
Florida
$2.64M +$1.85M +19,753 +234%
DFC
313
DBK Financial Counsel
Ohio
$2.64M +$169K +1,800 +7%
KWM
314
Kingsview Wealth Management
Oregon
$2.62M +$2.62M +28,002 New
SCM
315
SOL Capital Management
Maryland
$2.6M -$3.75K -40 -0.1%
MRWM
316
ML&R Wealth Management
Texas
$2.56M -$495K -5,281 -16%
FAM
317
Flaharty Asset Management
Florida
$2.53M -$212K -2,267 -8%
LNWWM
318
Laird Norton Wetherby Wealth Management
California
$2.5M -$316K -3,375 -11%
TP
319
Tranquility Partners
Tennessee
$2.46M +$63.5K +678 +3%
NL
320
NWAM LLC
Washington
$2.39M -$7.42M -79,784 -76%
TCG
321
Transcendent Capital Group
Oklahoma
$2.38M +$5.25K +56 +0.2%
SWP
322
Stratos Wealth Partners
Ohio
$2.36M +$106K +1,127 +5%
FHA
323
Flagship Harbor Advisors
Massachusetts
$2.35M +$581K +6,200 +33%
FWM
324
FMB Wealth Management
California
$2.34M – – –
VCM
325
Versant Capital Management
Arizona
$2.32M -$16.3K -174 -0.7%
11 12
13
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