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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 %
AWAU
651
Alliance Wealth Advisors (Utah)
Utah
– -$3.14M -33,545 Closed
SWM
652
Soundmark Wealth Management
Washington
– -$3.08M -32,901 Closed
PCG
653
Prosperity Consulting Group
Maryland
– -$2.83M -30,246 Closed
PWG
654
Portside Wealth Group
Utah
– -$2.65M -28,231 Closed
KWM
655
Kingsview Wealth Management
Oregon
– -$2.62M -28,002 Closed
NL
656
NWAM LLC
Washington
– -$2.39M -25,711 Closed
WAG
657
Wallace Advisory Group
California
– -$2.2M -24,522 Closed
AWA
658
Arete Wealth Advisors
Illinois
– -$2.24M -23,918 Closed
BTWM
659
Baker Tilly Wealth Management
Wisconsin
– -$1.69M -18,041 Closed
CAG
660
Csenge Advisory Group
Florida
– -$1.65M -17,654 Closed
LNC
661
Lincoln National Corp
Pennsylvania
– -$1.58M -16,883 Closed
SWP
662
Strategic Wealth Partners
Ohio
– -$1.55M -16,584 Closed
ARC
663
Advisor Resource Council
Texas
– -$847K -9,429 Closed
DAS
664
Diversify Advisory Services
Utah
– -$852K -9,165 Closed
MWM
665
Meridian Wealth Management
Kentucky
– -$837K -8,929 Closed
FNWA
666
Financial Network Wealth Advisors
Utah
– -$769K -8,204 Closed
CPP
667
Capasso Planning Partners
South Carolina
– -$483K -5,159 Closed
GS
668
GTS Securities
New York
– -$459K -4,893 Closed
NG
669
Norden Group
Utah
– -$381K -4,070 Closed
FFM
670
Forum Financial Management
Illinois
– -$364K -3,883 Closed
DWG
671
Darden Wealth Group
Michigan
– -$319K -3,400 Closed
KFGK
672
Keystone Financial Group (Kentucky)
Kentucky
– -$289K -3,086 Closed
MTC
673
Matrix Trust Company
Colorado
– -$268K -2,864 Closed
PFS
674
Prospera Financial Services
Texas
– -$251K -2,681 Closed
ACI
675
Alpha Cubed Investments
California
– -$225K -2,400 Closed
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