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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 %
FWI
426
Facet Wealth Inc
Maryland
$857K -$63.8K -695 -7%
BWG
427
Beta Wealth Group
California
$857K -$63.6K -679 -7%
CPIA
428
Cornell Pochily Investment Advisors
New York
$854K +$24.7K +264 +3%
DAS
429
Diversify Advisory Services
Utah
$852K +$852K +9,165 New
IAN
430
Integrated Advisors Network
Texas
$850K +$281 +3 +0%
ARC
431
Advisor Resource Council
Texas
$847K -$2.16M -24,100 -72%
GAM
432
GEM Asset Management
Michigan
$846K +$6.35K +73 +0.8%
LFG
433
Larson Financial Group
Missouri
$842K +$5.9K +63 +0.7%
MWM
434
Meridian Wealth Management
Kentucky
$837K +$113K +1,201 +16%
Bank of New York Mellon
435
Bank of New York Mellon
New York
$834K +$181K +1,929 +28%
CFGL
436
Cambridge Financial Group, LLC
Arizona
$826K -$20.1K -214 -2%
SSWM
437
Sheets Smith Wealth Management
North Carolina
$819K +$281 +3 +0%
OFS
438
OneAscent Financial Services
Alabama
$817K -$21.8K -233 -3%
SWM
439
Seaside Wealth Management
California
$805K -$11.2K -119 -1%
AWM
440
Axxcess Wealth Management
California
$778K +$67.4K +719 +9%
NMG
441
New Millennium Group
Utah
$777K +$65.4K +698 +9%
FNWA
442
Financial Network Wealth Advisors
Utah
$769K -$29.1K -310 -4%
KA
443
Klingman & Associates
New York
$760K +$1.97K +21 +0.3%
FFA
444
Fortune Financial Advisors
Kansas
$759K +$759K +8,097 New
MWM
445
Mattern Wealth Management
Kansas
$756K -$5.34K -57 -0.7%
SF
446
Synovus Financial
Georgia
$740K -$84.1K -897 -10%
CA
447
Claro Advisors
Massachusetts
$727K +$90.2K +963 +14%
EAM
448
Evanson Asset Management
California
$727K +$463K +4,939 +175%
CIA
449
Compass Ion Advisors
Pennsylvania
$696K +$696K +7,429 New
PA
450
Parallel Advisors
California
$657K +$657K +7,014 New
16 17
18
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