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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
SIS
626
Sound Income Strategies
Florida
$17.6K -$54.9K -606 -76%
NS
627
NBC Securities
Alabama
$14K
OLVIG
628
Oliver Lagore Vanvalin Investment Group
Michigan
$13.7K
AWM
629
Abound Wealth Management
Tennessee
$12.6K
BWP
630
Baldwin Wealth Partners
Massachusetts
$9.87K
GI
631
GAMMA Investing
California
$9.42K +$9.51K +105 New
OIA
632
Optimum Investment Advisors
Illinois
$8.88K
ACM
633
Anfield Capital Management
California
$8.16K +$8.24K +91 New
WOSD
634
WFA of San Diego
California
$8.07K +$8.15K +90 New
TLA
635
Tanglewood Legacy Advisors
Texas
$5.83K -$20.6K -228 -78%
OA
636
Operose Advisors
Wisconsin
$5.74K +$5.8K +64 New
AF
637
Advisornet Financial
Minnesota
$5.38K
AssetMark Inc
638
AssetMark Inc
California
$5.29K +$3.35K +37 +168%
HWA
639
HHM Wealth Advisors
Tennessee
$3.14K +$3.17K +35 New
JWM
640
Janiczek Wealth Management
Colorado
$2.87K
UB
641
UMB Bank
Missouri
$2.42K +$2.44K +27 New
SFC
642
Strategic Financial Concepts
Texas
$2.42K +$5.53M +61,113 New
PA
643
Pineridge Advisors
Missouri
$2.15K
SIC
644
Salem Investment Counselors
North Carolina
$1.89K
FIM
645
FWL Investment Management
Texas
$1.44K +$1.45K +16 New
LFA
646
LGT Financial Advisors
Texas
$1.44K
NECFA
647
New England Capital Financial Advisors
Connecticut
$634
AA
648
Addison Advisors
Vermont
$560
DFA
649
DHJJ Financial Advisors
Illinois
$362
LC
650
Lindbrook Capital
California
$63 -$21.2K -234 -100%

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.