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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.

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

Top Sellers

1
MWM
Modern Wealth Management
Kansas
$0
2
SP
Symmetry Partners
Connecticut
$3.03M
3
AWM
AE Wealth Management
Kansas
$325K
4
APP
Avantax Planning Partners
Iowa
$81.4M
5
Corient Private Wealth
Corient Private Wealth
Florida
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
126
Opus Capital Group
Ohio
$14.3M +$1.16M +12,107 +9%
AFA
127
Arlington Financial Advisors
California
$14.3M +$413K +4,308 +3%
VWM
128
Venturi Wealth Management
Texas
$14.3M +$242K +2,518 +2%
SRC
129
Sage Rhino Capital
California
$14.3M +$242K +2,526 +2%
KAS
130
Kestra Advisory Services
Texas
$14.2M +$7.57M +78,907 +114%
BL
131
BFSG LLC
California
$14M +$1.4M +14,619 +11%
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$13.9M +$537K +5,597 +4%
SYBT
133
Stock Yards Bank & Trust
Kentucky
$13.9M +$2.83M +29,491 +26%
LAM
134
Lifestyle Asset Management
Texas
$13.9M +$286K +2,978 +2%
CFO
135
Collective Family Office
Pennsylvania
$13.3M +$854K +8,905 +7%
AA
136
Aire Advisors
California
$13.2M -$420K -4,374 -3%
PAM
137
Peak Asset Management
Colorado
$13M +$1.36M +14,184 +12%
AWM
138
Aprio Wealth Management
Georgia
$12.9M +$625K +6,510 +5%
TWP
139
Tower Wealth Partners
Pennsylvania
$12.8M +$18.1K +189 +0.1%
NWM
140
Northwest Wealth Management
Iowa
$12.7M +$375K +3,913 +3%
NA
141
Nottingham Advisors
New York
$12.3M +$396K +4,130 +3%
RCG
142
Regatta Capital Group
California
$12.2M +$548K +5,714 +5%
HIP
143
HUB Investment Partners
Texas
$11.9M +$1.02M +10,596 +9%
MWM
144
Meritas Wealth Management
California
$11.9M +$2.11M +21,956 +22%
BOC
145
Bull Oak Capital
California
$11.9M +$11.9M +123,701 New
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$11.7M +$5.17M +53,871 +80%
FWM
147
Fonville Wealth Management
Virginia
$11.6M +$1.12M +11,683 +11%
SWM
148
SFG Wealth Management
Maryland
$11.6M +$398K +4,145 +4%
RIL
149
Rothschild Investment LLC
Illinois
$11.6M +$4.32M +44,974 +59%
CIA
150
Compass Ion Advisors
Pennsylvania
$11.5M +$10.8M +112,671 +1,517%
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