AVUV icon

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 %
CAM
551
Clark Asset Management
New Hampshire
$437K +$23.5K +245 +6%
AWE
552
Avidian Wealth Enterprises
Texas
$435K +$39.8K +415 +10%
WS
553
Wedbush Securities
California
$435K +$480 +5 +0.1%
PPH
554
Pure Portfolios Holdings
Oregon
$435K +$435K +4,531 New
GWMR
555
GC Wealth Management RIA
Massachusetts
$433K +$433K +4,517 New
OA
556
Oceanside Advisors
South Carolina
$432K +$96 +1 +0%
OWM
557
Orgel Wealth Management
Wisconsin
$431K -$15.7K -164 -4%
Cerity Partners
558
Cerity Partners
New York
$420K +$420K +4,381 New
BWM
559
Brickley Wealth Management
California
$419K +$107K +1,117 +34%
PWM
560
PBMares Wealth Management
Virginia
$415K +$415K +4,327 New
MGIA
561
Moneta Group Investment Advisors
Missouri
$411K -$13K -136 -3%
RFP
562
RCS Financial Planning
Maryland
$410K -$81.4K -848 -17%
BIM
563
Baldwin Investment Management
Pennsylvania
$400K -$51.8K -540 -11%
GTAM
564
Global Trust Asset Management
Florida
$398K – – –
CT
565
Colonial Trust
South Carolina
$396K – – –
CWM
566
Congress Wealth Management
Massachusetts
$387K +$40.3K +420 +12%
FS
567
Financial Symmetry
North Carolina
$386K +$480 +5 +0.1%
GWA
568
GGM Wealth Advisors
Maryland
$386K +$2.3K +24 +0.6%
CWMS
569
Cannon Wealth Management Services
North Carolina
$383K +$383K +3,994 New
VA
570
Valmark Advisers
Ohio
$376K +$376K +3,917 New
CCA
571
Cora Capital Advisors
New Jersey
$371K -$5.37K -56 -1%
BWS
572
BCR Wealth Strategies
Alabama
$363K -$21.2K -221 -6%
CB
573
Commerce Bank
Missouri
$362K – – –
LWM
574
Liberty Wealth Management
California
$360K +$1.44K +15 +0.4%
NLP
575
Next Level Private
New York
$354K +$46.3K +483 +15%
21 22
23
24 25