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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

642 hedge funds and large institutions have $7.66B invested in Avantis US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 388 increasing their positions, 142 reducing their positions, and 44 closing their positions.

Holders
642
Holders Change
+15
Holders Change %
+2.39%
% of All Funds
9.34%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.64%
New
68
Increased
388
Reduced
142
Closed
44
Calls
$1.29M
Puts
$377K
Net Calls
+$915K
Net Calls Change
-$529K

Top Buyers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$94.1M
2
LPL Financial
2
LPL Financial
California
$305M
3
EF
3
Empowered Funds
Pennsylvania
$84.8M
4
Comerica Bank
4
Comerica Bank
Texas
$56.2M
5
Creative Planning
5
Creative Planning
Kansas
$519M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$0
2
AAS
2
Annex Advisory Services
Wisconsin
$3.33M
3
RVPG
3
Relative Value Partners Group
$0
4
TC
4
TownSquare Capital
Utah
$0
5
Truist Financial
5
Truist Financial
North Carolina
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Carlson Capital Management
Minnesota
$63.9M +$1.99M +22,213 +3%
HIGP
27
Hill Investment Group Partners
Missouri
$63.8M +$1.14M +11,637 +2%
WP
28
WMS Partners
Maryland
$62.6M +$1.87M +20,830 +3%
Corient Private Wealth
29
Corient Private Wealth
Florida
$60.8M +$25.9M +290,315 +74%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$60.4M +$4.09M +45,578 +7%
PPW
31
Parcion Private Wealth
Washington
$58.9M -$343K -3,824 -0.6%
Comerica Bank
32
Comerica Bank
Texas
$56.2M +$52.9M +589,191 +1,580%
American Century Companies
33
American Century Companies
Missouri
$56M +$3.45M +38,496 +7%
SAM
34
Satovsky Asset Management
New York
$55.8M +$409K +4,560 +0.7%
FG
35
Foster Group
Iowa
$55.6M +$39.3M +438,072 +242%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$54.2M +$1.43M +15,937 +3%
MFT
37
Moisand Fitzgerald Tamayo
Florida
$48.7M +$1.47M +16,406 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$45.9M +$7.34M +81,795 +19%
BHWM
39
Beaird Harris Wealth Management
Texas
$43.6M +$3.56M +39,667 +9%
MAM
40
Marquette Asset Management
Minnesota
$43M +$825K +9,195 +2%
MWP
41
Meredith Wealth Planning
Illinois
$40.5M +$555K +6,183 +1%
WRPWM
42
Werba Rubin Papier Wealth Management
California
$39.5M -$1.44M -16,075 -4%
CCWM
43
Correct Capital Wealth Management
Missouri
$38.4M +$18.3M +203,935 +91%
RJA
44
Raymond James & Associates
Florida
$38.2M -$941K -10,491 -2%
TA
45
TruWealth Advisors
Louisiana
$36.1M +$897K +9,998 +3%
Ameriprise
46
Ameriprise
Minnesota
$35.1M +$35.1M +391,555 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$34.8M +$124K +1,379 +0.4%
KF
48
Krilogy Financial
Missouri
$34M +$1.17M +13,069 +4%
AF
49
Allworth Financial
California
$32.8M -$662K -6,919 -2%
TH
50
Team Hewins
California
$30.9M -$11.9K -133 -0%
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