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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
NG
676
Norden Group
Utah
-$381K -4,070 Closed
FFM
677
Forum Financial Management
Illinois
-$364K -3,883 Closed
DWG
678
Darden Wealth Group
Michigan
-$319K -3,400 Closed
KFGK
679
Keystone Financial Group (Kentucky)
Kentucky
-$289K -3,086 Closed
MTC
680
Matrix Trust Company
Colorado
-$268K -2,864 Closed
PFS
681
Prospera Financial Services
Texas
-$251K -2,681 Closed
ACI
682
Alpha Cubed Investments
California
-$225K -2,400 Closed
PFG
683
Peterson Financial Group
Iowa
-$219K -2,339 Closed
TPI
684
Trust Point Inc
Wisconsin
-$209K -2,225 Closed
Qube Research & Technologies (QRT)
685
Qube Research & Technologies (QRT)
United Kingdom
-$66.6K -711 Closed
FFO
686
Fortitude Family Office
Arizona
-$36.2K -386 Closed
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$32.5K -347 Closed
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
-$11.2K -120 Closed
CA
689
CoreCap Advisors
Michigan
-$6.09K -65 Closed
AWM
690
Activest Wealth Management
Florida
-$5.62K -62 Closed
PAM
691
Palisade Asset Management
Minnesota
-$5.62K -60 Closed
YAL
692
Your Advocates Ltd
Texas
-$5.15K -55 Closed
TCA
693
Trifecta Capital Advisors
Illinois
-$938 -10 Closed
CJ
694
Caitlin John
Michigan
-$228 -2 Closed

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.