AVUV icon

Avantis US Small Cap Value ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
SF
501
Synovus Financial
Georgia
$708K +$2.11K +22 +0.3%
DFA
502
DHK Financial Advisors
New Hampshire
$707K +$2.78K +29 +0.4%
VAMG
503
Voisard Asset Management Group
Michigan
$703K +$703K +7,322 New
PWH
504
Priebe Wealth Holdings
Minnesota
$669K +$669K +6,977 New
SWM
505
Selective Wealth Management
Virginia
$665K
AFS
506
Annapolis Financial Services
Maryland
$650K +$10.9K +114 +2%
ATC
507
Argent Trust Co
Tennessee
$647K +$429K +4,475 +198%
BEI
508
Benjamin Edwards Inc
Missouri
$646K +$646K +6,735 New
LFGO
509
Legacy Financial Group (Oklahoma)
Oklahoma
$634K +$10.7K +113 +2%
CIAS
510
Capital Investment Advisory Services
North Carolina
$612K +$114K +1,183 +23%
IFS
511
Intelligent Financial Strategies
Minnesota
$612K +$96 +1 +0%
PVI
512
Pine Valley Investments
New Jersey
$612K +$5.47K +57 +0.9%
APG
513
Abacus Planning Group
South Carolina
$601K
JFG
514
Jefferies Financial Group
New York
$600K +$600K +6,258 New
BW
515
Bison Wealth
Georgia
$597K +$350K +3,647 +142%
LSA
516
Lion Street Advisors
Texas
$595K +$173K +1,799 +41%
CBT
517
Central Bank & Trust
Kentucky
$590K
CPRC
518
Consolidated Portfolio Review Corp
New York
$589K +$589K +6,143 New
KFA
519
Kelleher Financial Advisors
New York
$583K +$583K +6,073 New
CF
520
Crosspoint Financial
California
$582K +$232K +2,423 +67%
IF
521
Ironwood Financial
Arizona
$578K +$343K +3,576 +146%
TFP
522
Triune Financial Partners
Kansas
$566K -$26.9K -280 -5%
BWP
523
Balboa Wealth Partners
Arizona
$554K +$19.7K +205 +4%
IAS
524
Insigneo Advisory Services
Florida
$539K +$576 +6 +0.1%
NWA
525
Navis Wealth Advisors
New York
$529K