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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 %
FTWA
401
Fifth Third Wealth Advisors
Ohio
$1.21M +$551K +5,880 +83%
BF
402
BOK Financial
Oklahoma
$1.19M +$241K +2,597 +25%
GCA
403
Gradient Capital Advisors
California
$1.13M -$63.1K -673 -5%
HWMC
404
Heritage Wealth Management (California)
California
$1.13M -$117K -1,252 -9%
NRW
405
Nova R Wealth
Kansas
$1.12M +$15.8K +169 +1%
CWM
406
Cornerstone Wealth Management
Missouri
$1.1M +$25.1K +268 +2%
SIMC
407
Squire Investment Management Company
Utah
$1.1M +$198K +2,112 +22%
LEFP
408
Leading Edge Financial Planning
Tennessee
$1.1M -$55.5K -592 -5%
CPL
409
CAP Partners LLC
Tennessee
$1.09M +$29.1K +311 +3%
VCM
410
Vivaldi Capital Management
Illinois
$1.09M +$37.8K +409 +4%
SA
411
Strategic Advisors
New York
$1.09M -$26.5K -283 -2%
CPCM
412
Cardinal Point Capital Management
Ontario, Canada
$1.09M +$37.5K +400 +4%
AWM
413
Able Wealth Management
New Jersey
$1.08M +$6K +64 +0.6%
AF
414
Apollon Financial
South Carolina
$1.05M +$1.05M +11,215 New
Envestnet Portfolio Solutions
415
Envestnet Portfolio Solutions
Illinois
$1.05M +$1.05M +11,213 New
TCWM
416
Total Clarity Wealth Management
Illinois
$1.05M +$826K +8,816 +368%
S
417
Sachetta
Massachusetts
$1.05M – – –
LWM
418
LJI Wealth Management
Indiana
$1.02M +$274K +2,924 +37%
MWA
419
MN Wealth Advisors
Kansas
$1.01M +$187K +1,995 +23%
SXL
420
Summit X LLC
Missouri
$1.01M +$106K +1,128 +12%
GA
421
Greenspring Advisors
Maryland
$996K +$537K +5,732 +117%
ZF
422
Zhang Financial
Michigan
$976K +$229K +2,443 +31%
HIM
423
Harbour Investment Management
Washington
$971K +$15.5K +165 +2%
CAMG
424
CWA Asset Management Group
Florida
$949K +$94 +1 +0%
CFGS
425
Concourse Financial Group Securities
Alabama
$864K +$43K +459 +5%
15 16
17
18 19