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Avantis US Small Cap Value ETF

649 hedge funds and large institutions have $7.7B invested in Avantis US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 390 increasing their positions, 145 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $377K

169% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 145

57% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 44

3% more funds holding

Funds holding: 632649 (+17)

4% more capital invested

Capital invested by funds: $7.43B → $7.7B (+$274M)

0.79% less ownership

Funds ownership: 68.07%67.28% (-0.79%)

3% less funds holding in top 10

Funds holding in top 10: 117114 (-3)

Holders
649
Holders Change
+17
Holders Change %
+2.69%
% of All Funds
9.37%
Holding in Top 10
114
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.56%
% of All Funds
1.65%
New
69
Increased
390
Reduced
145
Closed
44
Calls
$1.29M
Puts
$377K
Net Calls
+$915K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
151
Smith, Moore & Co
Missouri
$10M +$46K +508 +0.5%
FWM
152
Fonville Wealth Management
Virginia
$9.84M +$1.58M +17,400 +19%
OIA
153
OneDigital Investment Advisors
Kansas
$9.77M +$585K +6,454 +6%
SFO
154
Stokes Family Office
Louisiana
$9.76M +$621K +6,853 +7%
KCPG
155
Kavar Capital Partners Group
Kansas
$9.75M +$1.36K +15 +0%
AR
156
Apeiron RIA
Texas
$9.68M +$629K +6,941 +7%
CPWA
157
Cerro Pacific Wealth Advisors
California
$9.68M +$9.77M +107,883 New
SB
158
Strategic Blueprint
Georgia
$9.63M -$174K -1,922 -2%
AFG
159
ABLE Financial Group
Arizona
$9.54M +$695K +7,678 +8%
VFPI
160
Vantage Financial Partners (Illinois)
Illinois
$9.47M +$505K +5,578 +6%
BCI
161
Brinker Capital Investments
Pennsylvania
$9.46M -$5.17M -57,084 -35%
OPS
162
Orion Portfolio Solutions
Nebraska
$9.46M -$5.17M -57,084 -35%
AWA
163
ARQ Wealth Advisors
Arizona
$9.33M +$276K +3,046 +3%
RW
164
Regimen Wealth
Georgia
$9.33M -$244K -2,689 -3%
RFG
165
REAP Financial Group
Texas
$9.32M +$1.51M +16,701 +19%
HPIA
166
Hamilton Point Investment Advisors
North Carolina
$9.25M +$375K +4,145 +4%
RWP
167
Revolve Wealth Partners
New Jersey
$9.23M +$588K +6,497 +7%
PWIA
168
Porter White Investment Advisors
Alabama
$9.2M +$304K +3,360 +3%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$9.17M +$2.73M +30,128 +42%
MWM
170
Meritas Wealth Management
California
$9.15M +$549K +6,061 +6%
EWM
171
Echo Wealth Management
Minnesota
$9.13M +$908K +10,027 +11%
BDWCC
172
B&D White Capital Company
Texas
$9.09M -$14.9K -165 -0.2%
HNWA
173
Henrickson Nauta Wealth Advisors
Michigan
$9.01M -$80.6K -890 -0.9%
WCWM
174
Willow Creek Wealth Management
California
$8.96M +$46.1K +509 +0.5%
FMN
175
Financial Management Network
California
$8.86M +$2.23M +24,663 +33%

AVUV Hedge Fund Activity: Q2 2024 in Review

649 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2024, worth a combined $7.7B — up 3.7% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AVUV positions and 44 closed out — a net gain of 25 holders — while 390 added to existing stakes and 145 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $94.7M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $104M sold.

  • 649 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2024, up from 632 in Q1 2024.
  • Funds reported $7.7B of Avantis US Small Cap Value ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 69 funds opened new Avantis US Small Cap Value ETF positions in Q2 2024 and 44 closed out, a net change of +25 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q2 2024 was Prime Capital Investment Advisors, an estimated $94.7M added.
  • The largest Avantis US Small Cap Value ETF seller in Q2 2024 was 3EDGE Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2024.