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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

643 hedge funds and large institutions have $7.66B invested in Avantis US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 388 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+15
Holders Change %
+2.39%
% of All Funds
9.35%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.64%
New
68
Increased
388
Reduced
143
Closed
44
Calls
$1.29M
Puts
$377K
Net Calls
+$915K
Net Calls Change
-$529K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$93.8M
2
LPL Financial
LPL Financial
California
+$60.6M
3
EF
Empowered Funds
Pennsylvania
+$58.3M
4
Comerica Bank
Comerica Bank
Texas
+$52.9M
5
Creative Planning
Creative Planning
Kansas
+$43.8M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$104M
2
AAS
Annex Advisory Services
Wisconsin
-$88.1M
3
RVPG
Relative Value Partners Group
-$39.2M
4
TC
TownSquare Capital
Utah
-$15.1M
5
Truist Financial
Truist Financial
North Carolina
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
301
Orion Capital Management
California
$3.32M +$161K +1,800 +5%
GRP
302
Global Retirement Partners
California
$3.27M +$360K +4,014 +12%
Wealthfront Advisers
303
Wealthfront Advisers
California
$3.27M +$21.9K +244 +0.7%
VH
304
Visionary Horizons
Tennessee
$3.18M -$529K -5,896 -14%
THL
305
Tillman Hartley LLC
Colorado
$3.12M +$399K +4,447 +15%
TCM
306
Telos Capital Management
California
$3.07M +$3.07M +34,171 New
MHS
307
M Holdings Securities
Oregon
$3.04M +$263K +2,926 +9%
CTWM
308
Cherry Tree Wealth Management
Minnesota
$2.98M +$212K +2,363 +8%
Financial Engines Advisors
309
Financial Engines Advisors
California
$2.96M +$2.57M +28,630 +657%
CPA
310
Cardiff Park Advisors
California
$2.95M -$503K -5,611 -15%
PWS
311
Physician Wealth Solutions
Nevada
$2.94M +$391K +4,359 +15%
PPWP
312
Premier Path Wealth Partners
New Jersey
$2.88M +$1.13M +12,631 +65%
LFS
313
Legacy Financial Strategies
Kansas
$2.84M +$274K +3,056 +11%
NEPWA
314
New England Private Wealth Advisors
Massachusetts
$2.83M +$29.9K +333 +1%
JFA
315
JNBA Financial Advisors
Minnesota
$2.83M -$1.05M -11,713 -27%
IAS
316
IMA Advisory Services
Colorado
$2.82M -$3.05K -34 -0.1%
PCM
317
Peirce Capital Management
Texas
$2.8M -$136K -1,516 -5%
CM
318
Cornerstone Management
Georgia
$2.78M +$13.4K +149 +0.5%
GWP
319
Gateway Wealth Partners
Wisconsin
$2.76M +$551K +6,138 +25%
SPC
320
Sigma Planning Corp
Michigan
$2.72M -$278K -3,093 -9%
PP
321
Prosperity Planning
Missouri
$2.6M +$796K +8,875 +44%
DFC
322
DBK Financial Counsel
Ohio
$2.58M +$49.1K +547 +2%
LFA
323
Level Financial Advisors
New York
$2.57M -$211K -2,349 -8%
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$2.57M +$179K +1,994 +7%
HG
325
Harbor Group
New Hampshire
$2.55M +$2.55M +28,381 New
11 12
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