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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

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

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$167M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
Osaic Holdings
Arizona
$113M
4
Ameriprise
Ameriprise
Minnesota
$123M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$51.6M

Top Sellers

1
MWM
Modern Wealth Management
Kansas
$0
2
SP
Symmetry Partners
Connecticut
$3.03M
3
AWM
AE Wealth Management
Kansas
$325K
4
APP
Avantax Planning Partners
Iowa
$81.4M
5
Corient Private Wealth
Corient Private Wealth
Florida
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
526
Cahill Financial Advisors
Minnesota
$527K +$527K +5,497 New
FGA
527
Fortis Group Advisors
New Jersey
$526K +$526K +5,481 New
IFA
528
Index Fund Advisors
California
$511K +$142K +1,483 +39%
LIM
529
Leavell Investment Management
Alabama
$510K +$167K +1,745 +49%
Lido Advisors
530
Lido Advisors
California
$509K +$22.8K +238 +5%
PTC
531
Private Trust Company
Ohio
$508K +$15.4K +160 +3%
Bank of New York Mellon
532
Bank of New York Mellon
New York
$494K +$4.99K +52 +1%
TCM
533
Tandem Capital Management
New Jersey
$490K – – –
BPWM
534
Badgley Phelps Wealth Managers
Washington
$488K +$488K +5,083 New
CFGS
535
Concourse Financial Group Securities
Alabama
$484K -$241K -2,509 -33%
MWM
536
Modera Wealth Management
New Jersey
$482K -$24.7K -257 -5%
ECM
537
Evergreen Capital Management
Washington
$480K – – –
Northern Trust
538
Northern Trust
Illinois
$478K +$256K +2,670 +116%
Fidelity Investments
539
Fidelity Investments
Massachusetts
$477K +$297K +3,094 +164%
KFGK
540
Keystone Financial Group (Kentucky)
Kentucky
$476K +$476K +4,964 New
Bank of Montreal
541
Bank of Montreal
Ontario, Canada
$476K +$37K +387 +8%
QCM
542
Quantinno Capital Management
New York
$476K +$476K +4,957 New
AW
543
Atlas Wealth
Ohio
$473K -$473K -4,934 -50%
IC
544
Innealta Capital
Texas
$464K -$16.7K -174 -3%
TSWM
545
Tyler-Stone Wealth Management
Ohio
$462K +$231K +2,410 +100%
TF
546
Tenon Financial
New Jersey
$457K +$100K +1,043 +28%
FIA
547
Foundations Investment Advisors
Arizona
$448K -$17.1K -178 -4%
CC
548
Cornerstone Capital
California
$446K +$446K +4,651 New
BAWC
549
Boyce & Associates Wealth Consulting
Texas
$442K +$18.3K +191 +4%
SFM
550
Signet Financial Management
New Jersey
$441K +$93.5K +975 +27%
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