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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.

New
Increased
Maintained
Reduced
Closed
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
Prime Capital Investment Advisors
Kansas
$94.1M
2
LPL Financial
LPL Financial
California
$305M
3
EF
Empowered Funds
Pennsylvania
$84.8M
4
Comerica Bank
Comerica Bank
Texas
$56.2M
5
Creative Planning
Creative Planning
Kansas
$519M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$0
2
AAS
Annex Advisory Services
Wisconsin
$3.33M
3
RVPG
Relative Value Partners Group
$0
4
TC
TownSquare Capital
Utah
$0
5
Truist Financial
Truist Financial
North Carolina
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
126
COWA LLC
Oklahoma
$12.5M +$626K +6,978 +5%
OCG
127
Opus Capital Group
Ohio
$12.3M +$206K +2,301 +2%
TWP
128
Tower Wealth Partners
Pennsylvania
$12M +$159K +1,776 +1%
BL
129
BFSG LLC
California
$11.8M +$1.52M +16,983 +15%
CFO
130
Collective Family Office
Pennsylvania
$11.6M +$2.42M +26,980 +26%
NWM
131
Northwest Wealth Management
Iowa
$11.5M +$716K +7,975 +7%
AWM
132
Aprio Wealth Management
Georgia
$11.5M +$179K +1,990 +2%
AAM
133
Austin Asset Management
Texas
$11.4M +$837K +9,326 +8%
GSWM
134
Greenup Street Wealth Management
Michigan
$11.4M +$4.71M +52,451 +71%
EWA
135
EP Wealth Advisors
California
$11.3M -$383K -4,269 -3%
NA
136
Nottingham Advisors
New York
$11.1M +$4.98M +55,492 +81%
RCG
137
Regatta Capital Group
California
$10.9M +$511K +5,698 +5%
PAM
138
Peak Asset Management
Colorado
$10.9M +$745K +8,304 +7%
IWS
139
Insight Wealth Strategies
California
$10.6M +$256K +2,849 +2%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$10.6M +$1.51M +16,802 +17%
SWM
141
SFG Wealth Management
Maryland
$10.5M -$238K -2,651 -2%
WI
142
WJ Interests
Texas
$10.5M +$421K +4,687 +4%
SYBT
143
Stock Yards Bank & Trust
Kentucky
$10.4M +$933K +10,404 +10%
WCA
144
Waypoint Capital Advisors
Minnesota
$10.3M -$763K -8,504 -7%
CAM
145
Cresset Asset Management
Illinois
$10.3M +$10.3M +114,438 New
HIP
146
HUB Investment Partners
Texas
$10.2M +$685K +7,633 +7%
FVIM
147
Fort Vancouver Investment Management
Washington
$10.2M +$10.2M +113,486 New
DA
148
Drake & Associates
Wisconsin
$10.1M +$199K +2,216 +2%
SI
149
Stephens Inc
Arkansas
$10.1M +$22.7K +253 +0.2%
SMC
150
Smith, Moore & Co
Missouri
$10M +$45.6K +508 +0.5%
4 5
6
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