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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 %
NEWAS
101
N.E.W. Advisory Services
Wisconsin
$14.4M +$14.4M +160,146 New
AO
102
Advisor OS
Illinois
$14.3M -$248K -2,767 -2%
MML Investors Services
103
MML Investors Services
Massachusetts
$14.3M +$518K +5,773 +4%
MAA
104
Mraz Amerine & Associates
California
$14.2M +$443K +4,934 +3%
MA
105
MJP Associates
Connecticut
$14.2M -$388K -4,324 -3%
FFM
106
Flagstone Financial Management
Nebraska
$14M +$453K +5,052 +3%
CFS
107
CGC Financial Services
Oregon
$13.8M -$8.15M -90,813 -37%
AFGAS
108
Allegiance Financial Group Advisory Services
Virginia
$13.7M +$1.2M +13,339 +10%
WAS
109
WESPAC Advisors SoCal
California
$13.7M -$200K -2,226 -1%
FSWA
110
Financial Synergies Wealth Advisors
Texas
$13.4M +$2.47M +27,506 +22%
WWA
111
WCG Wealth Advisors
Nevada
$13.4M +$595K +6,633 +5%
SF
112
Symphony Financial
Texas
$13.4M +$5.12M +57,434 +62%
TCM
113
Towneley Capital Management
California
$13.2M +$13M +144,897 +5,603%
Betterment LLC
114
Betterment LLC
New York
$13.2M +$936K +10,430 +8%
WAM
115
Wallington Asset Management
Indiana
$13.2M +$64.6K +720 +0.5%
HFA
116
Highland Financial Advisors
New Jersey
$13.2M +$4.24M +47,272 +47%
VWM
117
Venturi Wealth Management
Texas
$13.1M +$889K +9,910 +7%
SRC
118
Sage Rhino Capital
California
$13.1M +$276K +3,075 +2%
AFA
119
Arlington Financial Advisors
California
$13M +$229K +2,549 +2%
TWD
120
True Wealth Design
Ohio
$13M -$6.78M -75,550 -34%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$12.8M +$6.04M +67,364 +89%
LAM
122
Lifestyle Asset Management
Texas
$12.7M -$598K -6,666 -5%
AA
123
Aire Advisors
California
$12.7M +$92.2K +1,029 +0.7%
AAS
124
Avantax Advisory Services
Texas
$12.5M +$1.83M +20,443 +17%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$12.5M -$10.8M -120,467 -46%
3 4
5
6 7