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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 %
MIM
551
Miller Investment Management
Pennsylvania
$236K – – –
GWANC
552
Guardian Wealth Advisors (North Carolina)
North Carolina
$236K +$11.5K +123 +5%
GCM
553
Gibraltar Capital Management
Oklahoma
$228K +$14K +149 +7%
NRI
554
NFP Retirement Inc
California
$226K +$226K +2,407 New
RFC
555
Regions Financial Corp
Alabama
$225K +$225K +2,402 New
ACI
556
Alpha Cubed Investments
California
$225K +$225K +2,400 New
WFA
557
Websterrogers Financial Advisors
South Carolina
$222K – – –
PFG
558
Peterson Financial Group
Iowa
$219K -$6.37K -68 -3%
EF
559
Empirical Finance
Pennsylvania
$218K – – –
CA
560
Carson Advisory
Georgia
$216K -$76.3K -814 -26%
PWM
561
Proathlete Wealth Management
Florida
$212K +$212K +2,264 New
TPI
562
Trust Point Inc
Wisconsin
$209K +$209K +2,225 New
MIC
563
Means Investment Company
Maine
$208K +$208K +2,217 New
HWMG
564
Hurlow Wealth Management Group
Indiana
$205K +$205K +2,187 New
AIM
565
Acropolis Investment Management
Missouri
$203K – – –
AWM
566
Angeles Wealth Management
California
$200K -$130K -1,385 -39%
GWSG
567
GPS Wealth Strategies Group
Colorado
$191K -$29.5K -315 -13%
CA
568
Clearstead Advisors
Ohio
$190K -$317K -3,428 -63%
FPB
569
First PREMIER Bank
South Dakota
$175K +$14.6K +155 +9%
EWA
570
EverSource Wealth Advisors
Alabama
$171K -$595K -6,728 -78%
PNC Financial Services Group
571
PNC Financial Services Group
Pennsylvania
$159K +$159K +1,700 New
CIBC Private Wealth Group
572
CIBC Private Wealth Group
Georgia
$154K +$154K +1,657 New
IFAM
573
Institutional & Family Asset Management
Colorado
$148K +$148K +1,574 New
SRCM
574
Signature Resources Capital Management
California
$130K – – –
CIA
575
Cape Investment Advisory
Georgia
$116K +$8.53K +91 +8%
21 22
23
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