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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 %
RFN
351
RDA Financial Network
Iowa
$1.78M +$138K +1,468 +8%
KWM
352
Kolinsky Wealth Management
New Jersey
$1.77M -$535K -5,714 -23%
PWM
353
Provident Wealth Management
Tennessee
$1.77M +$1.77M +18,903 New
MCWA
354
Meadow Creek Wealth Advisors
Georgia
$1.76M +$33.8K +361 +2%
PSA
355
Plum Street Advisors
Louisiana
$1.76M +$1.13M +11,814 +180%
DWA
356
Delap Wealth Advisory
Oregon
$1.75M +$45.5K +486 +3%
Jones Financial Companies
357
Jones Financial Companies
Missouri
$1.73M +$685K +7,314 +65%
SA
358
Stewardship Advisors
Pennsylvania
$1.73M -$6.89M -73,502 -80%
KW
359
KWB Wealth
California
$1.73M -$13.3K -142 -0.8%
CWA
360
Capital Wealth Alliance
Arizona
$1.72M +$296K +3,155 +21%
Renaissance Technologies
361
Renaissance Technologies
New York
$1.72M -$300K -3,200 -15%
CAM
362
Cozad Asset Management
Illinois
$1.7M +$376K +4,009 +28%
GFG
363
Goldstone Financial Group
Illinois
$1.7M +$353K +3,770 +26%
AFP
364
Ausdal Financial Partners
Iowa
$1.69M +$337K +3,598 +25%
BTWM
365
Baker Tilly Wealth Management
Wisconsin
$1.69M -$130K -1,383 -7%
AA
366
Ancora Advisors
Ohio
$1.68M +$1.68M +17,940 New
TWP
367
Total Wealth Planning
Ohio
$1.67M -$75.3K -804 -4%
AIP
368
Almanack Investment Partners
Pennsylvania
$1.66M – – –
CAG
369
Csenge Advisory Group
Florida
$1.65M +$175K +1,872 +12%
FCM
370
Fortis Capital Management
Washington
$1.65M +$5.06K +54 +0.3%
DWM
371
Dopkins Wealth Management
New York
$1.61M +$472K +5,036 +42%
AWM
372
Austin Wealth Management
Texas
$1.6M +$263K +2,848 +20%
BFS
373
Bare Financial Services
Pennsylvania
$1.59M +$1.59M +18,027 New
LNC
374
Lincoln National Corp
Pennsylvania
$1.58M +$243K +2,593 +18%
CFP
375
Cascade Financial Partners
California
$1.57M +$1.57M +17,625 New
13 14
15
16 17