AVUV icon

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 %
GWP
326
Gateway Wealth Partners
Wisconsin
$2.31M +$373K +3,977 +19%
SPA
327
Sentinel Pension Advisors
Massachusetts
$2.3M +$353K +3,769 +18%
First Manhattan
328
First Manhattan
New York
$2.26M +$45.2K +482 +2%
MAG
329
Mayfair Advisory Group
Alabama
$2.24M +$253K +2,695 +13%
CB
330
Community Bank
New York
$2.24M +$2.24M +23,922 New
AWA
331
Arete Wealth Advisors
Illinois
$2.24M +$5.15K +55 +0.2%
WAG
332
Wallace Advisory Group
California
$2.2M +$2.2M +24,522 New
Jane Street
333
Jane Street
New York
$2.2M +$1.52M +16,220 +223%
HBCM
334
Heron Bay Capital Management
Michigan
$2.2M +$982K +10,477 +81%
GLA
335
Good Life Advisors
Pennsylvania
$2.11M +$562K +6,002 +36%
SAM
336
Sequent Asset Management
Texas
$2.1M +$2.1M +22,389 New
EB
337
Emprise Bank
Kansas
$2.09M +$2.09M +22,341 New
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$2.09M +$26.9K +287 +1%
ADL
339
Asset Dedication LLC
California
$2.05M -$21.2K -226 -1%
PPWP
340
Premier Path Wealth Partners
New Jersey
$2.01M +$2.01M +19,432 New
PCA
341
Prosperity Capital Advisors
Ohio
$1.91M +$524K +5,594 +38%
JTWM
342
Jackson Thornton Wealth Management
Alabama
$1.91M – – –
PP
343
Prosperity Planning
Missouri
$1.88M -$7.59K -81 -0.4%
WIM
344
Westside Investment Management
California
$1.86M +$342K +3,655 +23%
IBOK
345
Independence Bank of Kentucky
Kentucky
$1.85M +$1.04M +11,075 +128%
DAS
346
Dynamic Advisor Solutions
Arizona
$1.85M +$48.6K +519 +3%
RW
347
REDW Wealth
New Mexico
$1.84M +$405K +4,323 +28%
TA
348
TFB Advisors
Kansas
$1.83M +$286K +3,230 +19%
LG
349
LAM Group
Oregon
$1.81M +$623K +6,645 +53%
BAG
350
Bridgewealth Advisory Group
California
$1.8M +$317K +3,378 +21%
12 13
14
15 16