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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

642 hedge funds and large institutions have $7.66B invested in Avantis US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 388 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+15
Holders Change %
+2.39%
% of All Funds
9.34%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.64%
New
68
Increased
388
Reduced
142
Closed
44
Calls
$1.29M
Puts
$377K
Net Calls
+$915K
Net Calls Change
-$529K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
$94.1M
2
LPL Financial
LPL Financial
California
$305M
3
EF
Empowered Funds
Pennsylvania
$84.8M
4
Comerica Bank
Comerica Bank
Texas
$56.2M
5
Creative Planning
Creative Planning
Kansas
$519M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$0
2
AAS
Annex Advisory Services
Wisconsin
$3.33M
3
RVPG
Relative Value Partners Group
$0
4
TC
TownSquare Capital
Utah
$0
5
Truist Financial
Truist Financial
North Carolina
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
626
Anfield Capital Management
California
$8.17K +$8.17K +91 New
WOSD
627
WFA of San Diego
California
$8.08K +$8.08K +90 New
TLA
628
Tanglewood Legacy Advisors
Texas
$5.83K -$20.5K -228 -78%
OA
629
Operose Advisors
Wisconsin
$5.74K +$5.74K +64 New
AF
630
Advisornet Financial
Minnesota
$5.38K – – –
AssetMark Inc
631
AssetMark Inc
California
$5.29K +$3.32K +37 +168%
HWA
632
HHM Wealth Advisors
Tennessee
$3.14K +$3.14K +35 New
JWM
633
Janiczek Wealth Management
Colorado
$2.87K – – –
UB
634
UMB Bank
Missouri
$2.42K +$2.42K +27 New
SFC
635
Strategic Financial Concepts
Texas
$2.42K +$2.42K +61,113 New
PA
636
Pineridge Advisors
Missouri
$2.15K – – –
SIC
637
Salem Investment Counselors
North Carolina
$1.89K – – –
FIM
638
FWL Investment Management
Texas
$1.44K +$1.44K +16 New
LFA
639
LGT Financial Advisors
Texas
$1.44K – – –
NECFA
640
New England Capital Financial Advisors
Connecticut
$634 – – –
AA
641
Addison Advisors
Vermont
$560 – – –
DFA
642
DHJJ Financial Advisors
Illinois
$362 – – –
LC
643
Lindbrook Capital
California
$63 -$14.7K -234 -100%
3AM
644
3EDGE Asset Management
Florida
– -$104M -1,113,030 Closed
RVPG
645
Relative Value Partners Group
– -$39.2M -449,308 Closed
TC
646
TownSquare Capital
Utah
– -$15.1M -161,614 Closed
BOC
647
Bull Oak Capital
California
– -$9.59M -102,370 Closed
SSW
648
Stone Summit Wealth
Florida
– -$6.05M -64,539 Closed
NEI
649
Northwest & Ethical Investments
Ontario, Canada
– -$4.22M -45,000 Closed
Balyasny Asset Management
650
Balyasny Asset Management
Illinois
– -$3.96M -42,249 Closed
24 25
26
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