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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 %
FPGK
51
Financial Partners Group (Kansas)
Kansas
$29.2M +$9.34M +99,636 +47%
SHFA
52
Sherrill & Hutchins Financial Advisory
Georgia
$29M -$412K -4,397 -1%
FWP
53
Falcon Wealth Planning
California
$28.5M -$3.39M -36,146 -11%
EF
54
Empowered Funds
Pennsylvania
$27.7M +$27.7M +295,851 New
QHA
55
Quarry Hill Advisors
Minnesota
$27.3M +$977K +10,421 +4%
CCMI
56
Creative Capital Management Investments
California
$26.8M +$68.2K +728 +0.3%
AFAS
57
Acorn Financial Advisory Services
Virginia
$26.2M -$2.48M -26,500 -9%
RW
58
RVW Wealth
California
$24.7M +$1.9M +20,325 +8%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$24.4M +$2.98M +31,834 +14%
Mariner
60
Mariner
Kansas
$24.2M +$4.79M +51,102 +25%
PAG
61
Private Advisor Group
New Jersey
$24.1M -$1.68M -17,915 -7%
EWS
62
Eagle Wealth Strategies
New Jersey
$24M +$9.94M +106,845 +71%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$23.2M +$3.31M +35,331 +17%
BU
64
Brown University
Rhode Island
$23M – – –
CFS
65
CGC Financial Services
Oregon
$22.9M +$813K +8,675 +4%
FIC
66
Family Investment Center
Missouri
$21.8M +$5.46M +58,301 +33%
CC
67
Callan Capital
California
$21.5M +$4.17M +44,538 +24%
Osaic Holdings
68
Osaic Holdings
Arizona
$21.1M +$4.21M +44,897 +25%
CCWM
69
Correct Capital Wealth Management
Missouri
$21M +$79.9K +853 +0.4%
TWD
70
True Wealth Design
Ohio
$20.7M +$318K +3,398 +2%
MGW
71
MB Generational Wealth
Washington
$20.5M +$2.05M +21,927 +11%
WFA
72
WMG Financial Advisors
Tennessee
$20.5M +$1.4M +14,954 +7%
GT
73
Glenview Trust
Kentucky
$20M +$3.75M +39,974 +23%
HPA
74
High Probability Advisors
New York
$19.4M +$19.4M +207,098 New
SP
75
Symmetry Partners
Connecticut
$19.4M +$1.55M +16,592 +9%
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