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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
$497M
4
EF
Empowered Funds
Pennsylvania
$27.7M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$65.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$241M
2
Corient Private Wealth
Corient Private Wealth
Florida
$36.7M
3
CCM
Carlson Capital Management
Minnesota
$64.6M
4
SF
Symphony Financial
Texas
$8.73M
5
IDA
Intelligence Driven Advisers
California
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
526
NewEdge Advisors
Louisiana
$290K -$177K -1,890 -38%
KFGK
527
Keystone Financial Group (Kentucky)
Kentucky
$289K +$43.6K +465 +18%
FMTC
528
Farmers & Merchants Trust Company
California
$288K +$288K +3,078 New
BJL
529
Brighton Jones LLC
Washington
$287K +$45.8K +489 +19%
TF
530
Tenon Financial
New Jersey
$285K +$285K +3,042 New
MCM
531
Mattern Capital Management
Colorado
$283K -$132K -1,408 -32%
RWM
532
Ruedi Wealth Management
Illinois
$283K -$2.81K -30 -1%
CWI
533
Conscious Wealth Investments
Florida
$282K +$24.5K +279 +9%
NP
534
Nilsine Partners
Colorado
$281K +$281K +2,996 New
GP
535
Girard Partners
Pennsylvania
$279K – – –
NLP
536
Next Level Private
New York
$272K +$3K +32 +1%
FS
537
Financial Symmetry
North Carolina
$271K – – –
MTC
538
Matrix Trust Company
Colorado
$268K +$9.26K +99 +4%
ATI
539
ARK & TLK Investments
Oklahoma
$266K +$266K +2,835 New
IAS
540
Insigneo Advisory Services
Florida
$263K +$263K +2,807 New
GSC
541
Grey Street Capital
Illinois
$263K – – –
HKIMG
542
Hutchens & Kramer Investment Management Group
Indiana
$257K -$3.63K -39 -1%
PFS
543
Prospera Financial Services
Texas
$251K +$251K +2,681 New
TSWM
544
Tyler-Stone Wealth Management
Ohio
$250K +$51.9K +554 +26%
ACA
545
Aptus Capital Advisors
Alabama
$248K +$11.5K +123 +5%
JWCA
546
J.W. Cole Advisors
Florida
$248K +$248K +2,667 New
TCM
547
Towneley Capital Management
California
$242K +$242K +2,586 New
BW
548
Bison Wealth
Georgia
$241K +$241K +2,575 New
GWM
549
Geneos Wealth Management
Colorado
$240K +$213K +2,273 +784%
PI
550
PFG Investments
New York
$240K +$240K +2,557 New
20 21
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