We are live on ! Find out more
AVUV icon

Avantis US Small Cap Value ETF

649 hedge funds and large institutions have $7.7B invested in Avantis US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 390 increasing their positions, 145 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $377K

169% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 145

57% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 44

3% more funds holding

Funds holding: 632649 (+17)

4% more capital invested

Capital invested by funds: $7.43B → $7.7B (+$274M)

0.79% less ownership

Funds ownership: 68.07%67.28% (-0.79%)

3% less funds holding in top 10

Funds holding in top 10: 117114 (-3)

Holders
649
Holders Change
+17
Holders Change %
+2.69%
% of All Funds
9.37%
Holding in Top 10
114
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.56%
% of All Funds
1.65%
New
69
Increased
390
Reduced
145
Closed
44
Calls
$1.29M
Puts
$377K
Net Calls
+$915K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
KW
376
KWB Wealth
California
$1.67M -$51.5K -569 -3%
EWA
377
Etesian Wealth Advisors
Oregon
$1.66M +$292K +3,219 +21%
BWM
378
BigSur Wealth Management
Florida
$1.66M +$362K +4,000 +28%
AWM
379
Axxcess Wealth Management
California
$1.65M +$917K +10,122 +122%
MOS
380
MGO One Seven
Ohio
$1.64M +$245K +2,710 +17%
BAG
381
Bridgewealth Advisory Group
California
$1.64M -$87K -961 -5%
KWM
382
Kolinsky Wealth Management
New Jersey
$1.63M -$66.4K -733 -4%
BA
383
Bridge Advisory
California
$1.59M +$1.27M +13,970 +373%
AIP
384
Almanack Investment Partners
Pennsylvania
$1.58M +$91 +1 +0%
FCM
385
Fortis Capital Management
Washington
$1.58M +$7.06K +78 +0.4%
IWP
386
Insight Wealth Partners
Texas
$1.51M +$113K +1,253 +8%
VF
387
Vawter Financial
Ohio
$1.5M +$1.03M +11,418 +216%
SXL
388
Summit X LLC
Missouri
$1.48M +$512K +5,653 +53%
PSA
389
Plum Street Advisors
Louisiana
$1.48M -$172K -1,899 -10%
PCS
390
Personal CFO Solutions
New Jersey
$1.48M +$148K +1,629 +11%
JPLA
391
Joseph P. Lucia & Associates
New York
$1.47M +$177K +1,959 +14%
HI
392
Harbour Investments
Wisconsin
$1.46M +$1.11M +12,291 +313%
S
393
Sachetta
Massachusetts
$1.43M +$254K +2,810 +24%
CWA
394
Capital Wealth Alliance
Arizona
$1.43M -$225K -2,479 -13%
RWM
395
Rockwood Wealth Management
Pennsylvania
$1.43M
CFS
396
CRA Financial Services
New Jersey
$1.43M +$33.1K +366 +2%
ZF
397
Zhang Financial
Michigan
$1.41M +$478K +5,281 +51%
EE
398
EWG Elevate
California
$1.39M +$174K +1,922 +14%
TI
399
Trexquant Investment
Connecticut
$1.38M +$1.4M +15,415 New
D.E. Shaw & Co
400
D.E. Shaw & Co
New York
$1.36M -$2.33M -25,685 -63%

AVUV Hedge Fund Activity: Q2 2024 in Review

649 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2024, worth a combined $7.7B — up 3.7% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AVUV positions and 44 closed out — a net gain of 25 holders — while 390 added to existing stakes and 145 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $94.7M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $104M sold.

  • 649 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2024, up from 632 in Q1 2024.
  • Funds reported $7.7B of Avantis US Small Cap Value ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 69 funds opened new Avantis US Small Cap Value ETF positions in Q2 2024 and 44 closed out, a net change of +25 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q2 2024 was Prime Capital Investment Advisors, an estimated $94.7M added.
  • The largest Avantis US Small Cap Value ETF seller in Q2 2024 was 3EDGE Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2024.