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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 %
FSWA
126
Financial Synergies Wealth Advisors
Texas
$11.5M +$11.5M +122,279 New
NWM
127
Northwest Wealth Management
Iowa
$11.3M +$1.04M +11,150 +10%
SWM
128
SFG Wealth Management
Maryland
$11.2M +$507K +5,405 +5%
AAS
129
Avantax Advisory Services
Texas
$11.2M +$7.25M +77,354 +184%
AAM
130
Austin Asset Management
Texas
$11M +$83.2K +888 +0.8%
IWS
131
Insight Wealth Strategies
California
$10.9M -$97.4K -1,039 -0.9%
RCG
132
Regatta Capital Group
California
$10.8M -$750K -8,008 -6%
BL
133
BFSG LLC
California
$10.7M +$2.88M +30,698 +37%
GVAG
134
Great Valley Advisor Group
Delaware
$10.7M +$282K +3,010 +3%
PAM
135
Peak Asset Management
Colorado
$10.6M +$1.81M +19,312 +21%
WI
136
WJ Interests
Texas
$10.5M -$115K -1,230 -1%
SI
137
Stephens Inc
Arkansas
$10.5M +$10.5M +111,777 New
SMC
138
Smith, Moore & Co
Missouri
$10.4M +$308K +3,286 +3%
DA
139
Drake & Associates
Wisconsin
$10.4M +$653K +6,964 +7%
SB
140
Strategic Blueprint
Georgia
$10.2M +$156K +1,661 +2%
KCPG
141
Kavar Capital Partners Group
Kansas
$10.2M -$9.06M -96,634 -47%
DWM
142
Dakota Wealth Management
Florida
$10.2M -$68.5K -731 -0.7%
RW
143
Regimen Wealth
Georgia
$9.99M -$557K -5,941 -5%
HIP
144
HUB Investment Partners
Texas
$9.96M +$345K +3,677 +4%
SYBT
145
Stock Yards Bank & Trust
Kentucky
$9.85M +$1.92M +20,540 +24%
CFO
146
Collective Family Office
Pennsylvania
$9.63M +$23K +245 +0.2%
OIA
147
OneDigital Investment Advisors
Kansas
$9.6M +$102K +1,090 +1%
BOC
148
Bull Oak Capital
California
$9.59M -$11.8M -126,303 -55%
SFO
149
Stokes Family Office
Louisiana
$9.55M +$828K +8,835 +9%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$9.54M +$6.31M +67,317 +195%
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