We are live on ! Find out more
AVUV icon

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
RF
601
Robinswood Financial
Washington
$66.7K
CAM
602
Creekmur Asset Management
Illinois
$65.1K +$65.8K +726 New
SAM
603
Smartleaf Asset Management
Massachusetts
$62.2K +$63.5K +701 New
SA
604
Scarborough Advisors
Maryland
$56.4K -$4.26K -47 -7%
WPA
605
West Paces Advisors
Georgia
$56.2K +$2.54K +28 +5%
IWP
606
IAG Wealth Partners
Wisconsin
$53.1K +$53.6K +592 New
HT
607
Headlands Technologies
Illinois
$51.2K +$51.7K +571 New
TCM
608
TruNorth Capital Management
Michigan
$48.2K
MCM
609
MidAtlantic Capital Management
Virginia
$47.4K -$7.88K -87 -14%
ATPW
610
Ashton Thomas Private Wealth
Arizona
$43.7K +$44.1K +487 New
PMFA
611
Plante Moran Financial Advisors
Michigan
$36.1K
SC
612
Swan Capital
Florida
$34.3K +$34.6K +382 New
VAG
613
VisionPoint Advisory Group
Texas
$28.3K +$28.5K +315 New
CB
614
CNB Bank
Pennsylvania
$27.2K +$27.4K +303 New
PS
615
Principal Securities
Iowa
$26.9K -$725 -8 -3%
BAM
616
Bellevue Asset Management
Washington
$26.9K +$27.2K +300 New
SIC
617
SJS Investment Consulting
Ohio
$26.7K
MFC
618
Morris Financial Concepts
South Carolina
$24.7K +$6.61K +73 +36%
BCMLT
619
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.6K +$24.9K +275 New
AWM
620
Avior Wealth Management
Nebraska
$20.2K
TCOV
621
Trust Company of Vermont
Vermont
$20.2K +$3.17K +35 +18%
AP
622
Atwood & Palmer
Missouri
$19.6K +$19.7K +218 New
QCG
623
Quadrant Capital Group
Ohio
$18.8K
SS
624
Sunbelt Securities
Texas
$18.6K -$20.6K -228 -52%
SWM
625
Spire Wealth Management
Virginia
$17.9K -$9.33K -103 -34%

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.