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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 %
CWM
101
Concentric Wealth Management
California
$15M +$251K +2,678 +2%
DOA
102
D'Orazio & Associates
Virginia
$14.9M +$1.31M +14,000 +10%
WA
103
Wealth Architects
California
$14.8M +$1.23M +13,074 +9%
OPWM
104
Oakwell Private Wealth Management
Texas
$14.8M +$1M +10,681 +7%
AWM
105
Apollon Wealth Management
South Carolina
$14.7M +$14.7M +157,178 New
WAS
106
WESPAC Advisors SoCal
California
$14.5M +$96.3K +1,028 +0.7%
MML Investors Services
107
MML Investors Services
Massachusetts
$14.4M +$2.1M +22,374 +17%
MAA
108
Mraz Amerine & Associates
California
$14.3M +$686K +7,324 +5%
FFM
109
Flagstone Financial Management
Nebraska
$14.1M +$201K +2,147 +1%
LAM
110
Lifestyle Asset Management
Texas
$13.9M -$1.62M -17,306 -10%
WAM
111
Wallington Asset Management
Indiana
$13.7M +$82.1K +876 +0.6%
SRC
112
Sage Rhino Capital
California
$13.4M -$1.52M -16,206 -10%
WWA
113
WCG Wealth Advisors
Nevada
$13.4M +$1.23M +13,102 +10%
AFA
114
Arlington Financial Advisors
California
$13.3M +$8.79M +93,796 +193%
AA
115
Aire Advisors
California
$13.2M +$116K +1,241 +0.9%
AFGAS
116
Allegiance Financial Group Advisory Services
Virginia
$13M +$1.02M +10,933 +9%
Betterment LLC
117
Betterment LLC
New York
$12.8M +$10.1M +107,596 +369%
VWM
118
Venturi Wealth Management
Texas
$12.8M +$511K +5,453 +4%
OCG
119
Opus Capital Group
Ohio
$12.6M +$98.8K +1,054 +0.8%
CL
120
COWA LLC
Oklahoma
$12.4M +$2.36M +25,211 +24%
TWP
121
Tower Wealth Partners
Pennsylvania
$12.3M +$168K +1,788 +1%
MBFW
122
Morton Brown Family Wealth
Pennsylvania
$12.3M +$7.75M +82,704 +169%
EWA
123
EP Wealth Advisors
California
$12.2M -$97.7K -1,043 -0.8%
AWM
124
Aprio Wealth Management
Georgia
$11.8M +$1.38M +14,744 +13%
WCA
125
Waypoint Capital Advisors
Minnesota
$11.6M +$1.31M +14,029 +13%
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