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Avantis US Small Cap Value ETF

649 hedge funds and large institutions have $7.7B invested in Avantis US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 390 increasing their positions, 145 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $377K

169% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 145

57% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 44

3% more funds holding

Funds holding: 632649 (+17)

4% more capital invested

Capital invested by funds: $7.43B → $7.7B (+$274M)

0.79% less ownership

Funds ownership: 68.07%67.28% (-0.79%)

3% less funds holding in top 10

Funds holding in top 10: 117114 (-3)

Holders
649
Holders Change
+17
Holders Change %
+2.69%
% of All Funds
9.37%
Holding in Top 10
114
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.56%
% of All Funds
1.65%
New
69
Increased
390
Reduced
145
Closed
44
Calls
$1.29M
Puts
$377K
Net Calls
+$915K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
576
Argent Trust Co
Tennessee
$203K +$205K +2,265 New
AWG
577
Altus Wealth Group
Colorado
$202K -$356K -3,935 -64%
HWMG
578
Hurlow Wealth Management Group
Indiana
$200K +$4.17K +46 +2%
AIM
579
Acropolis Investment Management
Missouri
$195K
GWSG
580
GPS Wealth Strategies Group
Colorado
$182K -$1.18K -13 -0.6%
Fidelity Investments
581
Fidelity Investments
Massachusetts
$169K +$167K +1,840 +4,488%
FPB
582
First PREMIER Bank
South Dakota
$167K
S
583
SignatureFD
Georgia
$158K +$74.8K +826 +88%
CIBC Private Wealth Group
584
CIBC Private Wealth Group
Georgia
$147K +$272 +3 +0.2%
GWM
585
Geneos Wealth Management
Colorado
$143K -$87.4K -965 -38%
EWA
586
EverSource Wealth Advisors
Alabama
$140K -$48.6K -537 -28%
IFAM
587
Institutional & Family Asset Management
Colorado
$137K -$4.71K -52 -3%
AWM
588
Angeles Wealth Management
California
$129K -$62.7K -692 -32%
SRCM
589
Signature Resources Capital Management
California
$128K -$2.72K -30 -2%
US Bancorp
590
US Bancorp
Minnesota
$123K +$93.2K +1,029 +299%
Simplex Trading
591
Simplex Trading
Illinois
$121K +$38.3K +423 +46%
NRG
592
Nemes Rush Group
Michigan
$114K +$47.9K +529 +71%
AWM
593
Able Wealth Management
New Jersey
$112K +$79.4K +877 +8%
PB
594
Pinnacle Bancorp
Nebraska
$105K +$50.1K +553 +90%
HCA
595
Heck Capital Advisors
Wisconsin
$105K +$44.1K +487 +72%
CIA
596
Cape Investment Advisory
Georgia
$103K -$8.69K -96 -8%
CPA
597
Clear Point Advisors
New York
$103K
CTC
598
Central Trust Company
Missouri
$86.8K +$7.7K +85 +10%
CAL
599
Capital Analysts LLC
Pennsylvania
$84K +$362 +4 +0.4%
IGWM
600
ICA Group Wealth Management
Colorado
$73.6K +$23.4K +258 +46%

AVUV Hedge Fund Activity: Q2 2024 in Review

649 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2024, worth a combined $7.7B — up 3.7% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AVUV positions and 44 closed out — a net gain of 25 holders — while 390 added to existing stakes and 145 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $94.7M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $104M sold.

  • 649 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2024, up from 632 in Q1 2024.
  • Funds reported $7.7B of Avantis US Small Cap Value ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 69 funds opened new Avantis US Small Cap Value ETF positions in Q2 2024 and 44 closed out, a net change of +25 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q2 2024 was Prime Capital Investment Advisors, an estimated $94.7M added.
  • The largest Avantis US Small Cap Value ETF seller in Q2 2024 was 3EDGE Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2024.