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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

642 hedge funds and large institutions have $7.66B invested in Avantis US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 388 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+15
Holders Change %
+2.39%
% of All Funds
9.34%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.64%
New
68
Increased
388
Reduced
142
Closed
44
Calls
$1.29M
Puts
$377K
Net Calls
+$915K
Net Calls Change
-$529K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
$94.1M
2
LPL Financial
LPL Financial
California
$305M
3
EF
Empowered Funds
Pennsylvania
$84.8M
4
Comerica Bank
Comerica Bank
Texas
$56.2M
5
Creative Planning
Creative Planning
Kansas
$519M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$0
2
AAS
Annex Advisory Services
Wisconsin
$3.33M
3
RVPG
Relative Value Partners Group
$0
4
TC
TownSquare Capital
Utah
$0
5
Truist Financial
Truist Financial
North Carolina
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWI
526
Conscious Wealth Investments
Florida
$326K +$11.9K +122 +4%
SFM
527
Signet Financial Management
New Jersey
$325K -$12.2K -136 -4%
CWM
528
Congress Wealth Management
Massachusetts
$324K +$324K +3,616 New
BWM
529
Birchcreek Wealth Management
Ohio
$323K +$323K +3,605 New
GWS
530
Glassman Wealth Services
Virginia
$323K – – –
LIM
531
Leavell Investment Management
Alabama
$321K +$21.6K +240 +7%
BJL
532
Brighton Jones LLC
Washington
$319K +$44.8K +499 +16%
MFG
533
MidWestOne Financial Group
Iowa
$311K +$311K +3,461 New
PFBT
534
Parkside Financial Bank & Trust
Missouri
$308K -$38.4K -428 -11%
PI
535
PFG Investments
New York
$306K +$76.7K +855 +33%
GI
536
Gradient Investments
Minnesota
$298K +$298K +3,327 New
RWA
537
Redmont Wealth Advisors
Illinois
$296K +$296K +3,303 New
OSAM
538
O'Shaughnessy Asset Management
Connecticut
$294K -$16.2K -180 -5%
BWM
539
Brickley Wealth Management
California
$292K – – –
NLP
540
Next Level Private
New York
$287K +$26.5K +295 +10%
FMTC
541
Farmers & Merchants Trust Company
California
$287K +$10.8K +120 +4%
NDSI
542
Newman Dignan & Sheerar Inc
Rhode Island
$283K – – –
GWM
543
Grand Wealth Management
Michigan
$274K -$5.92K -66 -2%
RWM
544
Ruedi Wealth Management
Illinois
$272K +$449 +5 +0.2%
RWM
545
Ritholtz Wealth Management
New York
$271K -$23.1K -257 -8%
NP
546
Nilsine Partners
Colorado
$269K – – –
RFC
547
Regions Financial Corp
Alabama
$268K +$52.9K +590 +25%
GP
548
Girard Partners
Pennsylvania
$267K – – –
CFG
549
Citizens Financial Group
Rhode Island
$267K +$267K +2,971 New
MCM
550
Mattern Capital Management
Colorado
$267K -$4.49K -50 -2%
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