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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

627 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, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+65
Holders Change %
+11.57%
% of All Funds
9.09%
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
144
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
$497M
4
EF
Empowered Funds
Pennsylvania
$27.7M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$65.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$241M
2
Corient Private Wealth
Corient Private Wealth
Florida
$36.7M
3
CCM
Carlson Capital Management
Minnesota
$64.6M
4
SF
Symphony Financial
Texas
$8.73M
5
IDA
Intelligence Driven Advisers
California
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$64.2M +$6.01M +64,138 +10%
WP
27
WMS Partners
Maryland
$63.4M +$1.98M +21,161 +3%
PPW
28
Parcion Private Wealth
Washington
$61.8M +$176K +1,875 +0.3%
HIGP
29
Hill Investment Group Partners
Missouri
$60.1M +$510K +5,440 +0.9%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$58.8M +$10.2M +109,345 +21%
SAM
31
Satovsky Asset Management
New York
$57.8M +$20.2K +216 +0%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$55.1M +$3.65M +38,925 +7%
American Century Companies
33
American Century Companies
Missouri
$54.9M +$4.14M +44,222 +8%
MFT
34
Moisand Fitzgerald Tamayo
Florida
$49.4M +$1.22M +13,037 +3%
MAM
35
Marquette Asset Management
Minnesota
$44.1M +$200K +2,133 +0.5%
WRPWM
36
Werba Rubin Papier Wealth Management
California
$42.8M -$132K -1,407 -0.3%
BHWM
37
Beaird Harris Wealth Management
Texas
$41.9M +$1.27M +13,597 +3%
MWP
38
Meredith Wealth Planning
Illinois
$41.7M +$63K +672 +0.2%
RJA
39
Raymond James & Associates
Florida
$40.9M +$7.02M +74,880 +21%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$40.2M +$5.88M +62,794 +17%
RVPG
41
Relative Value Partners Group
$39.2M +$105K +1,204 +0.3%
TA
42
TruWealth Advisors
Louisiana
$36.7M +$1.13M +12,053 +3%
Corient Private Wealth
43
Corient Private Wealth
Florida
$36.7M -$28.5M -303,667 -44%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$36.2M +$3.36M +35,864 +10%
KF
45
Krilogy Financial
Missouri
$34.3M +$695K +7,420 +2%
AF
46
Allworth Financial
California
$32.8M +$24.2M +257,747 +280%
TH
47
Team Hewins
California
$32.3M +$469K +5,006 +1%
RLIM
48
Red Lighthouse Investment Management
New York
$32.2M -$472K -5,039 -1%
PP
49
PrairieView Partners
Minnesota
$30.7M +$69.9K +746 +0.2%
IDA
50
Intelligence Driven Advisers
California
$29.5M -$13.4M -143,079 -31%
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