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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

701 hedge funds and large institutions have $9.22B invested in Avantis US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 417 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+59
Holders Change %
+9.19%
% of All Funds
10.14%
Holding in Top 10
124
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.73%
% of All Funds
1.79%
New
99
Increased
417
Reduced
130
Closed
33
Calls
$1.73M
Puts
$1.18M
Net Calls
+$547K
Net Calls Change
-$368K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$167M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$113M
4
Ameriprise
4
Ameriprise
Minnesota
$123M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$51.6M

Top Sellers

1
MWM
1
Modern Wealth Management
Kansas
$0
2
SP
2
Symmetry Partners
Connecticut
$3.03M
3
AWM
3
AE Wealth Management
Kansas
$325K
4
APP
4
Avantax Planning Partners
Iowa
$81.4M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWM
51
Correct Capital Wealth Management
Missouri
$37.8M -$3.3M -34,370 -8%
KF
52
Krilogy Financial
Missouri
$37.2M +$825K +8,598 +2%
Mariner
53
Mariner
Kansas
$36.9M +$9.44M +98,408 +34%
FPGK
54
Financial Partners Group (Kansas)
Kansas
$35M +$3.02M +31,466 +9%
PAG
55
Private Advisor Group
New Jersey
$34.3M +$6.48M +67,489 +23%
AF
56
Allworth Financial
California
$32.9M -$38.6K -402 -0.1%
RLIM
57
Red Lighthouse Investment Management
New York
$32.8M -$220K -2,291 -0.7%
TH
58
Team Hewins
California
$32.7M -$378K -3,936 -1%
PP
59
PrairieView Partners
Minnesota
$32.2M +$721K +7,513 +2%
FWP
60
Falcon Wealth Planning
California
$31.3M +$2.78M +28,982 +10%
IDA
61
Intelligence Driven Advisers
California
$30.4M -$841K -8,765 -3%
SHFA
62
Sherrill & Hutchins Financial Advisory
Georgia
$29.3M -$79.3K -826 -0.3%
CC
63
Callan Capital
California
$29.2M +$3.3M +34,360 +13%
QHA
64
Quarry Hill Advisors
Minnesota
$29M -$1.14M -11,872 -4%
BU
65
Brown University
Rhode Island
$29M +$5.36M +55,900 +23%
CCMI
66
Creative Capital Management Investments
California
$26.9M -$210K -2,193 -0.8%
AFAS
67
Acorn Financial Advisory Services
Virginia
$26.7M +$41.9K +437 +0.2%
EWS
68
Eagle Wealth Strategies
New Jersey
$25.7M +$308K +3,212 +1%
RW
69
RVW Wealth
California
$25.4M -$1.25M -13,048 -5%
AI
70
Atria Investments
North Carolina
$24.7M +$18.1M +188,295 +271%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$24.5M +$3.95M +41,205 +19%
WFA
72
WMG Financial Advisors
Tennessee
$24.4M +$1.38M +14,411 +6%
OFS
73
Orrstown Financial Services
Pennsylvania
$24.1M +$21.9M +228,610 +996%
GT
74
Glenview Trust
Kentucky
$23.9M +$1.55M +16,202 +7%
FIC
75
Family Investment Center
Missouri
$23.8M +$165K +1,719 +0.7%
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