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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 %
BJL
601
Brighton Jones LLC
Washington
$257K -$84.9K -885 -25%
HKIMG
602
Hutchens & Kramer Investment Management Group
Indiana
$254K -$4.46K -47 -2%
GCM
603
Gibraltar Capital Management
Oklahoma
$251K +$27K +281 +12%
DFG
604
Delta Financial Group
New Jersey
$251K +$251K +2,611 New
AAS
605
Asset Allocation Strategies
Michigan
$236K +$236K +2,462 New
NRI
606
NFP Retirement Inc
California
$231K – – –
BTI
607
Blue Trust Inc
Georgia
$228K -$103K -1,143 -31%
OSAM
608
O'Shaughnessy Asset Management
Connecticut
$227K -$91.8K -944 -29%
CA
609
Carson Advisory
Georgia
$226K +$5.66K +59 +3%
MC
610
Middleton & Co
Massachusetts
$225K -$40K -417 -15%
WA
611
WESPAC Advisors
California
$225K +$225K +2,344 New
ESB
612
Essex Savings Bank
Connecticut
$224K – – –
EF
613
Empirical Finance
Pennsylvania
$223K – – –
AWG
614
Altus Wealth Group
Colorado
$216K – – –
AWM
615
Angeles Wealth Management
California
$215K +$77.1K +804 +56%
TPI
616
Trust Point Inc
Wisconsin
$215K +$215K +2,244 New
JSA
617
Jim Saulnier & Associates
Colorado
$215K +$215K +2,241 New
HWMG
618
Hurlow Wealth Management Group
Indiana
$214K +$192 +2 +0.1%
CAL
619
Capital Analysts LLC
Pennsylvania
$213K +$123K +1,276 +136%
PFS
620
Prospera Financial Services
Texas
$209K +$209K +2,179 New
TI
621
Trexquant Investment
Connecticut
$209K -$1.27M -13,241 -86%
AIM
622
Acropolis Investment Management
Missouri
$208K – – –
CD
623
Chapin Davis
Maryland
$202K +$202K +2,105 New
GWSG
624
GPS Wealth Strategies Group
Colorado
$195K +$480 +5 +0.2%
S
625
SignatureFD
Georgia
$193K +$24.1K +251 +14%
23 24
25
26 27