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
CFD
401
Creative Financial Designs
Indiana
$1.34M +$100K +1,109 +8%
CS
402
Capital Square
Tennessee
$1.33M -$8.06K -89 -0.6%
GKWIM
403
Gerber Kawasaki Wealth & Investment Management
California
$1.31M +$52.6K +581 +4%
TRCT
404
Tower Research Capital (TRC)
New York
$1.3M +$1.3M +14,316 +6,785%
FTWA
405
Fifth Third Wealth Advisors
Ohio
$1.3M +$137K +1,514 +12%
CWA
406
Centennial Wealth Advisory
Michigan
$1.29M +$63.9K +706 +5%
PWM
407
Provident Wealth Management
Tennessee
$1.28M -$418K -4,619 -24%
MWA
408
MN Wealth Advisors
Kansas
$1.26M +$301K +3,322 +31%
SIMC
409
Squire Investment Management Company
Utah
$1.26M +$209K +2,311 +20%
LFA
410
Lauterbach Financial Advisors
Texas
$1.24M -$16.8K -186 -1%
FFC
411
First Financial Corp
Indiana
$1.21M -$224K -2,471 -16%
LEFP
412
Leading Edge Financial Planning
Tennessee
$1.2M +$148K +1,637 +14%
TW
413
Trajan Wealth
Arizona
$1.2M -$10.3K -114 -0.8%
PCMC
414
Paragon Capital Management (Colorado)
Colorado
$1.19M -$1.7M -18,783 -59%
HIM
415
Harbour Investment Management
Washington
$1.19M +$264K +2,910 +28%
CPL
416
CAP Partners LLC
Tennessee
$1.18M +$133K +1,474 +13%
EH
417
Equitable Holdings
New York
$1.17M +$765K +8,444 +184%
Citadel Advisors
418
Citadel Advisors
Florida
$1.15M -$1.39M -15,361 -54%
LFG
419
Larson Financial Group
Missouri
$1.14M +$333K +3,679 +41%
SEA
420
Stegent Equity Advisors
Texas
$1.13M -$31.7K -350 -3%
BF
421
BOK Financial
Oklahoma
$1.12M -$28.9K -319 -2%
LWM
422
LJI Wealth Management
Indiana
$1.12M +$146K +1,609 +15%
Two Sigma Investments
423
Two Sigma Investments
New York
$1.11M -$81.5K -900 -7%
HWMC
424
Heritage Wealth Management (California)
California
$1.11M +$33.2K +367 +3%
Envestnet Portfolio Solutions
425
Envestnet Portfolio Solutions
Illinois
$1.1M +$94.7K +1,046 +9%

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.