AVUV icon

Avantis US Small Cap Value ETF

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K
Name Holding Trade Value Shares
Change
Shares
Change %
BDWCC
126
B&D White Capital Company
Texas
$9.75M +$22.3K +248 +0.2%
SMC
127
Smith, Moore & Co
Missouri
$9.71M +$7.51M +83,621 +341%
SB
128
Strategic Blueprint
Georgia
$9.66M +$514K +5,721 +6%
CL
129
COWA LLC
Oklahoma
$9.59M +$188K +2,093 +2%
VH
130
Visionary Horizons
Tennessee
$9.49M +$9.49M +105,696 New
NL
131
NWAM LLC
Washington
$9.47M +$196K +2,178 +2%
DA
132
Drake & Associates
Wisconsin
$9.3M +$456K +5,076 +5%
HIP
133
HUB Investment Partners
Texas
$9.21M +$344K +3,827 +4%
CFO
134
Collective Family Office
Pennsylvania
$9.21M +$1.49M +16,586 +19%
HNWA
135
Henrickson Nauta Wealth Advisors
Michigan
$9.14M -$35.8K -399 -0.4%
OIA
136
OneDigital Investment Advisors
Kansas
$9.1M +$364K +4,052 +4%
OWA
137
Opal Wealth Advisors
New York
$9.07M +$9.07M +100,962 New
HPIA
138
Hamilton Point Investment Advisors
North Carolina
$9.04M +$367K +4,084 +4%
HFA
139
Highland Financial Advisors
New Jersey
$9.01M +$409K +4,558 +5%
Stifel Financial
140
Stifel Financial
Missouri
$8.88M +$4.16M +46,317 +88%
AR
141
Apeiron RIA
Texas
$8.78M +$507K +5,648 +6%
WCWM
142
Willow Creek Wealth Management
California
$8.71M +$2.87M +31,981 +49%
RA
143
RFG Advisory
Alabama
$8.51M +$116K +1,289 +1%
PAM
144
Peak Asset Management
Colorado
$8.41M +$1.52M +16,882 +22%
SFO
145
Stokes Family Office
Louisiana
$8.36M +$1.26M +13,979 +18%
AF
146
Allworth Financial
California
$8.27M -$355K -3,954 -4%
RWP
147
Revolve Wealth Partners
New Jersey
$8.27M +$679K +7,557 +9%
SA
148
Stewardship Advisors
Pennsylvania
$8.26M +$410K +4,569 +5%
TCPWM
149
Traverso Chambers Private Wealth Management
California
$8.15M +$108K +1,204 +1%
PSCM
150
Per Stirling Capital Management
Texas
$8.14M +$129K +1,438 +2%