AVUV icon

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
+$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 %
MC
476
Middleton & Co
Massachusetts
$461K +$461K +4,924 New
IC
477
IEQ Capital
California
$460K -$23.7K -253 -5%
GS
478
GTS Securities
New York
$459K +$459K +4,893 New
BFEC
479
Benjamin F. Edwards & Company
Missouri
$454K +$302K +3,220 +198%
NWA
480
Navis Wealth Advisors
New York
$451K +$451K +4,815 New
BIM
481
Baldwin Investment Management
Pennsylvania
$447K +$447K +4,770 New
TCM
482
Tandem Capital Management
New Jersey
$444K -$18.7K -200 -4%
OWM
483
Orgel Wealth Management
Wisconsin
$436K -$3.75K -40 -0.9%
Bank of Montreal
484
Bank of Montreal
Ontario, Canada
$431K +$211K +2,245 +96%
EH
485
Equitable Holdings
New York
$431K +$80.5K +859 +23%
JCM
486
Jacobi Capital Management
Pennsylvania
$430K +$60.6K +647 +16%
OA
487
Oceanside Advisors
South Carolina
$419K +$6.47K +69 +2%
National Bank of Canada
488
National Bank of Canada
Quebec, Canada
$417K +$25.2K +273 +6%
Financial Engines Advisors
489
Financial Engines Advisors
California
$409K +$409K +4,360 New
CAM
490
Clark Asset Management
New Hampshire
$404K +$80.5K +859 +25%
GTAM
491
Global Trust Asset Management
Florida
$389K -$9.37K -100 -2%
CT
492
Colonial Trust
South Carolina
$387K – – –
NG
493
Norden Group
Utah
$381K +$49K +523 +15%
CCA
494
Cora Capital Advisors
New Jersey
$373K -$5.53K -59 -1%
GWA
495
GGM Wealth Advisors
Maryland
$372K – – –
AWE
496
Avidian Wealth Enterprises
Texas
$371K +$187 +2 +0.1%
HI
497
Harbour Investments
Wisconsin
$368K +$80.5K +859 +28%
FFM
498
Forum Financial Management
Illinois
$364K -$9.28K -99 -2%
PFBT
499
Parkside Financial Bank & Trust
Missouri
$361K +$43.2K +461 +14%
BWS
500
BCR Wealth Strategies
Alabama
$356K – – –
18 19
20
21 22