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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 %
JIC
76
JRM Investment Counsel
Nebraska
$19.2M -$5.85M -62,390 -23%
SFG
77
SNS Financial Group
Minnesota
$18.7M +$755K +8,056 +4%
TFO
78
Tarbox Family Office
California
$18.6M +$1.66M +17,740 +10%
Truist Financial
79
Truist Financial
North Carolina
$18.4M +$13.5M +143,825 +276%
MWM
80
Modern Wealth Management
Kansas
$18.1M +$970K +10,356 +6%
VWA
81
Valued Wealth Advisors
Utah
$17.7M +$14.6M +155,659 +473%
EWM
82
Empirical Wealth Management
Washington
$17.2M +$2.79M +29,772 +19%
FG
83
Foster Group
Iowa
$17M +$2.93M +31,264 +21%
SC
84
Stephens Consulting
Michigan
$16.9M -$143K -1,528 -0.8%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$16.6M +$1.56M +16,598 +10%
KPWS
86
Kestra Private Wealth Services
Texas
$16.4M +$2.63M +28,109 +19%
MWA
87
MFA Wealth Advisors
Pennsylvania
$16.4M -$139K -1,488 -0.8%
GPWA
88
Great Point Wealth Advisors
Massachusetts
$16.2M +$3.87M +41,274 +31%
Pathstone Holdings
89
Pathstone Holdings
New Jersey
$16.1M -$178K -1,897 -1%
KFAA
90
Klaas Financial Asset Advisors
Illinois
$15.7M -$7.12K -76 -0%
Stifel Financial
91
Stifel Financial
Missouri
$15.4M +$6.17M +65,848 +67%
OS
92
Objectivity Squared
South Carolina
$15.4M +$2.36M +26,272 +18%
AWM
93
AE Wealth Management
Kansas
$15.3M -$11.8M -125,413 -44%
BCI
94
Brinker Capital Investments
Pennsylvania
$15.2M +$1.98M +21,117 +15%
OPS
95
Orion Portfolio Solutions
Nebraska
$15.2M +$1.98M +21,117 +15%
MA
96
MJP Associates
Connecticut
$15.2M +$15.2M +162,059 New
AO
97
Advisor OS
Illinois
$15.2M +$15.2M +162,054 New
CPIG
98
Chicago Partners Investment Group
Illinois
$15.1M +$1.06M +11,758 +8%
TC
99
TownSquare Capital
Utah
$15.1M -$1.93M -20,589 -11%
PA
100
Paragon Advisors
Texas
$15.1M +$1.65M +17,618 +12%
2 3
4
5 6