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 %
TA
501
Tactive Advisors
Florida
$353K +$353K +3,770 New
SFM
502
Signet Financial Management
New Jersey
$352K -$2.91K -31 -0.8%
BA
503
Bridge Advisory
California
$351K -$114K -1,214 -25%
CB
504
Commerce Bank
Missouri
$349K – – –
LWM
505
Liberty Wealth Management
California
$348K +$1.12K +12 +0.3%
EFP
506
EnRich Financial Partners
Wisconsin
$346K +$4.97K +53 +1%
BTI
507
Blue Trust Inc
Georgia
$345K +$9.65K +103 +3%
GWS
508
Glassman Wealth Services
Virginia
$337K – – –
CIAS
509
Capital Investment Advisory Services
North Carolina
$337K +$41.4K +442 +14%
OC
510
Oppenheimer & Co
New York
$335K – – –
IFA
511
Index Fund Advisors
California
$331K +$22.5K +240 +7%
BAWC
512
Boyce & Associates Wealth Consulting
Texas
$330K +$330K +3,517 New
OSAM
513
O'Shaughnessy Asset Management
Connecticut
$324K +$324K +3,460 New
DWG
514
Darden Wealth Group
Michigan
$319K -$300K -3,200 -48%
LIM
515
Leavell Investment Management
Alabama
$312K – – –
PTC
516
Private Trust Company
Ohio
$311K +$50K +534 +19%
AWA
517
Arbor Wealth Advisors
Michigan
$311K +$53.9K +575 +21%
RWM
518
Ritholtz Wealth Management
New York
$307K +$307K +3,276 New
MPCL
519
My Personal CFO LLC
Washington
$306K +$306K +3,265 New
BWM
520
Brickley Wealth Management
California
$305K – – –
MGIA
521
Moneta Group Investment Advisors
Missouri
$304K +$15.9K +170 +6%
PCIA
522
Prime Capital Investment Advisors
Kansas
$301K +$301K +3,211 New
NDSI
523
Newman Dignan & Sheerar Inc
Rhode Island
$295K +$295K +3,150 New
GWM
524
Grand Wealth Management
Michigan
$293K -$8.81K -94 -3%
LSA
525
Lion Street Advisors
Texas
$292K – – –
19 20
21
22 23