We are live on ! Find out more
AVUV icon

Avantis US Small Cap Value ETF

649 hedge funds and large institutions have $7.7B invested in Avantis US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 390 increasing their positions, 145 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $377K

169% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 145

57% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 44

3% more funds holding

Funds holding: 632649 (+17)

4% more capital invested

Capital invested by funds: $7.43B → $7.7B (+$274M)

0.79% less ownership

Funds ownership: 68.07%67.28% (-0.79%)

3% less funds holding in top 10

Funds holding in top 10: 117114 (-3)

Holders
649
Holders Change
+17
Holders Change %
+2.69%
% of All Funds
9.37%
Holding in Top 10
114
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.56%
% of All Funds
1.65%
New
69
Increased
390
Reduced
145
Closed
44
Calls
$1.29M
Puts
$377K
Net Calls
+$915K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
101
Morton Brown Family Wealth
Pennsylvania
$14.5M +$1.68M +18,500 +14%
NEWAS
102
N.E.W. Advisory Services
Wisconsin
$14.4M +$14.5M +160,146 New
AO
103
Advisor OS
Illinois
$14.3M -$251K -2,767 -2%
MML Investors Services
104
MML Investors Services
Massachusetts
$14.3M +$523K +5,773 +4%
MAA
105
Mraz Amerine & Associates
California
$14.2M +$447K +4,934 +3%
MA
106
MJP Associates
Connecticut
$14.2M -$392K -4,324 -3%
FFM
107
Flagstone Financial Management
Nebraska
$14M +$458K +5,052 +3%
CFS
108
CGC Financial Services
Oregon
$13.8M -$8.22M -90,813 -37%
AFGAS
109
Allegiance Financial Group Advisory Services
Virginia
$13.7M +$1.21M +13,339 +10%
WAS
110
WESPAC Advisors SoCal
California
$13.7M -$202K -2,226 -1%
FSWA
111
Financial Synergies Wealth Advisors
Texas
$13.4M +$2.49M +27,506 +22%
WWA
112
WCG Wealth Advisors
Nevada
$13.4M +$601K +6,633 +5%
SF
113
Symphony Financial
Texas
$13.4M +$5.2M +57,434 +62%
TCM
114
Towneley Capital Management
California
$13.2M +$13.1M +144,897 +5,603%
Betterment LLC
115
Betterment LLC
New York
$13.2M +$945K +10,430 +8%
WAM
116
Wallington Asset Management
Indiana
$13.2M +$65.2K +720 +0.5%
HFA
117
Highland Financial Advisors
New Jersey
$13.2M +$4.28M +47,272 +47%
VWM
118
Venturi Wealth Management
Texas
$13.1M +$898K +9,910 +7%
SRC
119
Sage Rhino Capital
California
$13.1M +$278K +3,075 +2%
AFA
120
Arlington Financial Advisors
California
$13M +$231K +2,549 +2%
TWD
121
True Wealth Design
Ohio
$13M -$6.84M -75,550 -34%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$12.8M +$6.1M +67,364 +89%
LAM
123
Lifestyle Asset Management
Texas
$12.7M -$604K -6,666 -5%
AA
124
Aire Advisors
California
$12.7M +$93.2K +1,029 +0.7%
AAS
125
Avantax Advisory Services
Texas
$12.5M +$1.85M +20,443 +17%

AVUV Hedge Fund Activity: Q2 2024 in Review

649 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2024, worth a combined $7.7B — up 3.7% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AVUV positions and 44 closed out — a net gain of 25 holders — while 390 added to existing stakes and 145 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $94.7M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $104M sold.

  • 649 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2024, up from 632 in Q1 2024.
  • Funds reported $7.7B of Avantis US Small Cap Value ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 69 funds opened new Avantis US Small Cap Value ETF positions in Q2 2024 and 44 closed out, a net change of +25 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q2 2024 was Prime Capital Investment Advisors, an estimated $94.7M added.
  • The largest Avantis US Small Cap Value ETF seller in Q2 2024 was 3EDGE Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2024.