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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 %
DFA
626
DHJJ Financial Advisors
Illinois
$377 – – –
CJ
627
Caitlin John
Michigan
$228 -$1.03K -9 -82%
PLFA
628
Pacific Life Fund Advisors
California
– -$7.14M -79,521 Closed
SWA
629
Sax Wealth Advisors
New Jersey
– -$5.83M -64,919 Closed
Cerity Partners
630
Cerity Partners
New York
– -$4.93M -54,901 Closed
Thrivent Financial for Lutherans
631
Thrivent Financial for Lutherans
Minnesota
– -$4.72M -52,512 Closed
Mercer Global Advisors
632
Mercer Global Advisors
Colorado
– -$4.11M -45,715 Closed
SAM
633
Synergy Asset Management
Washington
– -$3.17M -35,283 Closed
FCI
634
Financial Counselors Inc
Kansas
– -$2.52M -28,114 Closed
SWM
635
Scissortail Wealth Management
Oklahoma
– -$2.3M -25,702 Closed
AC
636
AlphaCore Capital
California
– -$1.61M -17,937 Closed
OWA
637
Octavia Wealth Advisors
Ohio
– -$681K -7,579 Closed
EMAM
638
Encompass More Asset Management
California
– -$593K -6,606 Closed
RFP
639
Root Financial Partners
California
– -$577K -6,421 Closed
BAM
640
Belpointe Asset Management
Nevada
– -$405K -4,507 Closed
MSWM
641
Mowery & Schoenfeld Wealth Management
Illinois
– -$266K -2,959 Closed
Goldman Sachs
642
Goldman Sachs
New York
– -$240K -2,678 Closed
Koshinski Asset Management
643
Koshinski Asset Management
Illinois
– -$225K -2,507 Closed
FAG
644
Fortitude Advisory Group
Washington
– -$211K -2,350 Closed
AWM
645
Aspire Wealth Management
Massachusetts
– -$39.5K -440 Closed
LPP
646
Life Planning Partners
Florida
– -$32.4K -361 Closed
TFG
647
Team Financial Group
California
– -$21.1K -235 Closed
TWA
648
Tandem Wealth Advisors
Arizona
– -$17.9K -199 Closed
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