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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

701 hedge funds and large institutions have $9.22B invested in Avantis US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 417 increasing their positions, 130 reducing their positions, and 33 closing their positions.

Holders
701
Holders Change
+59
Holders Change %
+9.19%
% of All Funds
10.14%
Holding in Top 10
124
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.73%
% of All Funds
1.79%
New
99
Increased
417
Reduced
130
Closed
33
Calls
$1.73M
Puts
$1.18M
Net Calls
+$547K
Net Calls Change
-$368K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$167M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$113M
4
Ameriprise
4
Ameriprise
Minnesota
$123M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$51.6M

Top Sellers

1
MWM
1
Modern Wealth Management
Kansas
$0
2
SP
2
Symmetry Partners
Connecticut
$3.03M
3
AWM
3
AE Wealth Management
Kansas
$325K
4
APP
4
Avantax Planning Partners
Iowa
$81.4M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
101
N.E.W. Advisory Services
Wisconsin
$16.9M +$1.49M +15,546 +10%
FAM
102
Flaharty Asset Management
Florida
$16.8M -$257K -2,678 -2%
CAM
103
Cresset Asset Management
Illinois
$16.8M +$5.8M +60,481 +53%
CL
104
COWA LLC
Oklahoma
$16.2M +$2.81M +29,279 +21%
MWA
105
MFA Wealth Advisors
Pennsylvania
$16.2M -$873K -9,097 -5%
CWM
106
Concentric Wealth Management
California
$16M +$73.5K +766 +0.5%
WAS
107
WESPAC Advisors SoCal
California
$15.9M +$1.34M +13,950 +9%
DOA
108
D'Orazio & Associates
Virginia
$15.9M -$155K -1,616 -1%
Stifel Financial
109
Stifel Financial
Missouri
$15.5M -$66.9K -697 -0.4%
AFGAS
110
Allegiance Financial Group Advisory Services
Virginia
$15.5M +$930K +9,688 +6%
FFM
111
Flagstone Financial Management
Nebraska
$15.5M +$582K +6,062 +4%
JIC
112
JRM Investment Counsel
Nebraska
$15.5M -$1.9M -19,836 -11%
SF
113
Symphony Financial
Texas
$15.4M +$1.04M +10,853 +7%
MAA
114
Mraz Amerine & Associates
California
$15.4M +$249K +2,598 +2%
HFA
115
Highland Financial Advisors
New Jersey
$15.4M +$1.28M +13,298 +9%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$15.4M +$3.98M +41,466 +35%
AAS
117
Avantax Advisory Services
Texas
$15.4M +$1.94M +20,236 +14%
OPWM
118
Oakwell Private Wealth Management
Texas
$15.3M -$877K -9,138 -5%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$15M +$5.78M +60,279 +63%
CFS
120
CGC Financial Services
Oregon
$15M +$198K +2,066 +1%
FSWA
121
Financial Synergies Wealth Advisors
Texas
$14.9M +$496K +5,166 +3%
TCM
122
Towneley Capital Management
California
$14.9M +$709K +7,386 +5%
WWA
123
WCG Wealth Advisors
Nevada
$14.6M +$217K +2,265 +2%
Betterment LLC
124
Betterment LLC
New York
$14.5M +$412K +4,292 +3%
WAM
125
Wallington Asset Management
Indiana
$14.4M +$244K +2,540 +2%
3 4
5
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