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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 %
BDWCC
151
B&D White Capital Company
Texas
$9.51M -$671K -7,161 -7%
AR
152
Apeiron RIA
Texas
$9.46M +$296K +3,154 +3%
AWA
153
ARQ Wealth Advisors
Arizona
$9.46M +$1.48M +15,842 +19%
VFPI
154
Vantage Financial Partners (Illinois)
Illinois
$9.37M +$2.48M +26,439 +36%
OWA
155
Opal Wealth Advisors
New York
$9.36M -$106K -1,132 -1%
HFA
156
Highland Financial Advisors
New Jersey
$9.36M -$47.8K -510 -0.5%
WCWM
157
Willow Creek Wealth Management
California
$9.31M +$220K +2,352 +2%
PWIA
158
Porter White Investment Advisors
Alabama
$9.3M +$2.33M +24,824 +33%
HPIA
159
Hamilton Point Investment Advisors
North Carolina
$9.27M -$163K -1,736 -2%
QFA
160
Quantum Financial Advisors
California
$9.25M -$1.79M -19,085 -16%
AFG
161
ABLE Financial Group
Arizona
$9.24M +$9.24M +98,646 New
HNWA
162
Henrickson Nauta Wealth Advisors
Michigan
$9.1M -$37.9K -422 -0.4%
RWP
163
Revolve Wealth Partners
New Jersey
$9.04M +$407K +4,346 +5%
MWM
164
Meritas Wealth Management
California
$8.99M +$1.72M +18,359 +24%
W
165
WealthCollab
Washington
$8.94M +$747K +7,974 +9%
FF
166
Financial Futures
New Jersey
$8.92M +$826K +8,813 +10%
MCM
167
MAI Capital Management
Ohio
$8.92M +$8.69M +92,760 +3,878%
RA
168
RFG Advisory
Alabama
$8.89M +$3K +32 +0%
SF
169
Symphony Financial
Texas
$8.73M -$15.4M -164,158 -64%
FWM
170
Fonville Wealth Management
Virginia
$8.65M +$1.51M +16,117 +21%
EWM
171
Echo Wealth Management
Minnesota
$8.6M +$3.04M +32,401 +55%
SRB
172
Shotwell Rutter Baer
Michigan
$8.38M -$71.4K -775 -0.8%
RFG
173
REAP Financial Group
Texas
$8.17M +$2.8M +29,849 +52%
CF
174
Centaurus Financial
California
$8.11M +$118K +1,261 +1%
AWAP
175
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.82M +$378K +4,035 +5%
5 6
7
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