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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.

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
1
Prime Capital Investment Advisors
Kansas
$94.1M
2
LPL Financial
2
LPL Financial
California
$305M
3
EF
3
Empowered Funds
Pennsylvania
$84.8M
4
Comerica Bank
4
Comerica Bank
Texas
$56.2M
5
Creative Planning
5
Creative Planning
Kansas
$519M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$0
2
AAS
2
Annex Advisory Services
Wisconsin
$3.33M
3
RVPG
3
Relative Value Partners Group
$0
4
TC
4
TownSquare Capital
Utah
$0
5
Truist Financial
5
Truist Financial
North Carolina
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
76
SNS Financial Group
Minnesota
$18.5M +$515K +5,742 +3%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$18M -$4.21M -46,913 -19%
VWA
78
Valued Wealth Advisors
Utah
$17.9M +$966K +10,769 +6%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$17.8M +$1.94M +21,667 +12%
OS
80
Objectivity Squared
South Carolina
$17.8M +$913K +9,304 +5%
SP
81
Symmetry Partners
Connecticut
$17.7M -$861K -9,595 -5%
MWM
82
Modern Wealth Management
Kansas
$17.4M +$78.7K +877 +0.5%
SC
83
Stephens Consulting
Michigan
$17.4M +$1.17M +13,006 +7%
CPIG
84
Chicago Partners Investment Group
Illinois
$17.2M +$609K +6,158 +4%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$17.1M +$1.77M +19,762 +12%
KPWS
86
Kestra Private Wealth Services
Texas
$16.6M +$933K +10,395 +6%
WA
87
Wealth Architects
California
$16.5M +$2.3M +25,593 +16%
GPWA
88
Great Point Wealth Advisors
Massachusetts
$16.4M +$934K +10,406 +6%
JIC
89
JRM Investment Counsel
Nebraska
$16.3M -$2.15M -23,977 -12%
FAM
90
Flaharty Asset Management
Florida
$15.9M +$13.5M +150,660 +558%
MWA
91
MFA Wealth Advisors
Pennsylvania
$15.9M +$250K +2,785 +2%
AWM
92
Apollon Wealth Management
South Carolina
$15.4M +$1.34M +14,885 +9%
OPWM
93
Oakwell Private Wealth Management
Texas
$15.2M +$998K +11,124 +7%
DOA
94
D'Orazio & Associates
Virginia
$15M +$684K +7,623 +5%
PA
95
Paragon Advisors
Texas
$15M +$557K +6,203 +4%
CWM
96
Concentric Wealth Management
California
$14.8M +$457K +5,090 +3%
AWM
97
AE Wealth Management
Kansas
$14.8M +$202K +2,247 +1%
BFS
98
Bare Financial Services
Pennsylvania
$14.6M +$12.8M +128,516 +713%
Stifel Financial
99
Stifel Financial
Missouri
$14.6M -$180K -2,008 -1%
MBFW
100
Morton Brown Family Wealth
Pennsylvania
$14.5M +$1.78M +18,500 +14%
2 3
4
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