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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

701 hedge funds and large institutions have $9.22B invested in Avantis US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 417 increasing their positions, 130 reducing their positions, and 33 closing their positions.

Holders
701
Holders Change
+59
Holders Change %
+9.19%
% of All Funds
10.14%
Holding in Top 10
124
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.73%
% of All Funds
1.79%
New
99
Increased
417
Reduced
130
Closed
33
Calls
$1.73M
Puts
$1.18M
Net Calls
+$547K
Net Calls Change
-$368K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$167M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$113M
4
Ameriprise
4
Ameriprise
Minnesota
$123M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$51.6M

Top Sellers

1
MWM
1
Modern Wealth Management
Kansas
$0
2
SP
2
Symmetry Partners
Connecticut
$3.03M
3
AWM
3
AE Wealth Management
Kansas
$325K
4
APP
4
Avantax Planning Partners
Iowa
$81.4M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
26
TCI Wealth Advisors
Arizona
$76.5M +$2.73M +28,495 +4%
CCM
27
Carlson Capital Management
Minnesota
$74.4M +$6.08M +63,378 +9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$71M +$6.42M +66,886 +10%
WP
29
WMS Partners
Maryland
$70M +$3.05M +31,783 +5%
OFG
30
Oxford Financial Group
Indiana
$68.7M -$446K -4,647 -0.6%
AA
31
Alesco Advisors
New York
$68.6M -$62.2K -648 -0.1%
PPW
32
Parcion Private Wealth
Washington
$65.7M +$2.72M +28,335 +4%
American Century Companies
33
American Century Companies
Missouri
$63.3M +$3.44M +35,834 +6%
FG
34
Foster Group
Iowa
$60M +$583K +6,074 +1%
HIGP
35
Hill Investment Group Partners
Missouri
$59.8M +$1.51M +16,916 +3%
SAM
36
Satovsky Asset Management
New York
$59.7M +$32.7K +341 +0.1%
Corient Private Wealth
37
Corient Private Wealth
Florida
$56.7M -$8.75M -91,215 -13%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$55.9M -$2.08M -21,643 -4%
MFT
39
Moisand Fitzgerald Tamayo
Florida
$54.3M +$2.19M +22,782 +4%
Comerica Bank
40
Comerica Bank
Texas
$52.7M -$7.39M -77,036 -12%
Kovitz Investment Group Partners
41
Kovitz Investment Group Partners
Illinois
$51.6M +$51.6M +541,711 New
RJA
42
Raymond James & Associates
Florida
$51.3M +$10.4M +108,280 +25%
TIA
43
Traphagen Investment Advisors
New Jersey
$49.9M +$27.7M +289,101 +125%
BHWM
44
Beaird Harris Wealth Management
Texas
$49.5M +$2.79M +29,080 +6%
PP
45
PDS Planning
Ohio
$48.9M +$48.9M +509,432 New
MAM
46
Marquette Asset Management
Minnesota
$45.8M -$172K -1,797 -0.4%
WRPWM
47
Werba Rubin Papier Wealth Management
California
$43.9M +$1.66M +17,289 +4%
MWP
48
Meredith Wealth Planning
Illinois
$43.9M +$573K +5,972 +1%
TA
49
TruWealth Advisors
Louisiana
$39.6M +$1.06M +11,085 +3%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$38.6M +$1.38M +14,419 +4%
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