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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 %
SWP
376
Strategic Wealth Partners
Ohio
$1.55M +$9.65K +103 +0.6%
MAM
377
McLean Asset Management
Virginia
$1.53M +$79.1K +858 +5%
IAA
378
Independent Advisor Alliance
North Carolina
$1.51M +$1.51M +16,074 New
FFC
379
First Financial Corp
Indiana
$1.49M -$250K -2,667 -14%
RWM
380
Rockwood Wealth Management
Pennsylvania
$1.49M -$24.4K -260 -2%
IWP
381
Insight Wealth Partners
Texas
$1.46M +$262K +2,796 +22%
MOS
382
MGO One Seven
Ohio
$1.46M +$151K +1,615 +12%
CFS
383
CRA Financial Services
New Jersey
$1.45M +$112K +1,190 +8%
EWA
384
Etesian Wealth Advisors
Oregon
$1.44M – – –
CW
385
CreativeOne Wealth
Kansas
$1.39M +$1.39M +14,875 New
PCS
386
Personal CFO Solutions
New Jersey
$1.39M +$1.39M +14,815 New
RSWM
387
Robertson Stephens Wealth Management
California
$1.37M -$1.32M -14,072 -49%
BWM
388
BigSur Wealth Management
Florida
$1.36M – – –
USCWA
389
U.S. Capital Wealth Advisors
Texas
$1.35M +$32K +342 +2%
JPLA
390
Joseph P. Lucia & Associates
New York
$1.35M +$90K +960 +7%
OFS
391
Orrstown Financial Services
Pennsylvania
$1.33M +$1.02M +10,925 +338%
GKWIM
392
Gerber Kawasaki Wealth & Investment Management
California
$1.31M -$93.3K -996 -7%
CS
393
Capital Square
Tennessee
$1.3M +$1.3M +13,864 New
CFD
394
Creative Financial Designs
Indiana
$1.29M +$1.14M +12,193 +763%
CWA
395
Centennial Wealth Advisory
Michigan
$1.28M +$31.5K +336 +3%
LFA
396
Lauterbach Financial Advisors
Texas
$1.28M -$33.3K -355 -3%
EE
397
EWG Elevate
California
$1.27M +$94 +1 +0%
TW
398
Trajan Wealth
Arizona
$1.26M +$1.26M +13,445 New
Two Sigma Investments
399
Two Sigma Investments
New York
$1.25M -$1.43M -15,300 -53%
SEA
400
Stegent Equity Advisors
Texas
$1.22M -$785K -8,376 -39%
14 15
16
17 18