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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 %
FWM
151
Fonville Wealth Management
Virginia
$9.84M +$1.56M +17,400 +19%
OIA
152
OneDigital Investment Advisors
Kansas
$9.77M +$579K +6,454 +6%
SFO
153
Stokes Family Office
Louisiana
$9.76M +$615K +6,853 +7%
KCPG
154
Kavar Capital Partners Group
Kansas
$9.75M +$1.35K +15 +0%
AR
155
Apeiron RIA
Texas
$9.68M +$623K +6,941 +7%
CPWA
156
Cerro Pacific Wealth Advisors
California
$9.68M +$9.68M +107,883 New
SB
157
Strategic Blueprint
Georgia
$9.63M -$172K -1,922 -2%
AFG
158
ABLE Financial Group
Arizona
$9.54M +$689K +7,678 +8%
VFPI
159
Vantage Financial Partners (Illinois)
Illinois
$9.47M +$500K +5,578 +6%
BCI
160
Brinker Capital Investments
Pennsylvania
$9.46M -$5.12M -57,084 -35%
OPS
161
Orion Portfolio Solutions
Nebraska
$9.46M -$5.12M -57,084 -35%
AWA
162
ARQ Wealth Advisors
Arizona
$9.33M +$273K +3,046 +3%
RW
163
Regimen Wealth
Georgia
$9.33M -$241K -2,689 -3%
RFG
164
REAP Financial Group
Texas
$9.32M +$1.5M +16,701 +19%
HPIA
165
Hamilton Point Investment Advisors
North Carolina
$9.25M +$372K +4,145 +4%
RWP
166
Revolve Wealth Partners
New Jersey
$9.23M +$583K +6,497 +7%
PWIA
167
Porter White Investment Advisors
Alabama
$9.2M +$301K +3,360 +3%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$9.17M +$2.7M +30,128 +42%
MWM
169
Meritas Wealth Management
California
$9.15M +$544K +6,061 +6%
EWM
170
Echo Wealth Management
Minnesota
$9.13M +$900K +10,027 +11%
BDWCC
171
B&D White Capital Company
Texas
$9.09M -$14.8K -165 -0.2%
HNWA
172
Henrickson Nauta Wealth Advisors
Michigan
$9.01M -$79.9K -890 -0.9%
WCWM
173
Willow Creek Wealth Management
California
$8.96M +$45.7K +509 +0.5%
FMN
174
Financial Management Network
California
$8.86M +$2.18M +24,663 +33%
DWM
175
Dakota Wealth Management
Florida
$8.83M -$912K -10,163 -9%
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