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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
+$43M
4
EF
Empowered Funds
Pennsylvania
+$27.7M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$25.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$161M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$28.5M
3
CCM
Carlson Capital Management
Minnesota
-$26.3M
4
SF
Symphony Financial
Texas
-$15.4M
5
IDA
Intelligence Driven Advisers
California
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
176
Financial Advocates Investment Management
Washington
$7.75M +$38.2K +408 +0.5%
CA
177
Continuum Advisory
Idaho
$7.68M -$57K -614 -0.7%
FWP
178
FAS Wealth Partners
Kansas
$7.44M +$503K +5,363 +7%
CG
179
Clarus Group
Texas
$7.38M -$106K -1,130 -1%
GWM
180
Greenwich Wealth Management
Connecticut
$7.08M +$517K +5,522 +8%
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$7.06M +$5.17M +55,187 +274%
WGC
182
Watts Gwilliam & Co
Arizona
$6.99M +$6.99M +74,966 New
GSWM
183
Greenup Street Wealth Management
Michigan
$6.94M +$4.16M +44,380 +150%
FMN
184
Financial Management Network
California
$6.91M +$2.91M +31,887 +73%
RIL
185
Rothschild Investment LLC
Illinois
$6.79M +$2.14M +22,858 +46%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$6.76M +$965K +10,301 +17%
IA
187
IAM Advisory
Pennsylvania
$6.75M -$236K -2,515 -3%
BAM
188
Bayshore Asset Management
Florida
$6.35M +$1.03M +10,963 +19%
HA
189
Herold Advisors
New York
$6.29M +$906K +9,671 +17%
OWA
190
ORBA Wealth Advisors
Illinois
$6.27M +$98.1K +1,047 +2%
KAS
191
Kestra Advisory Services
Texas
$6.26M -$217K -2,319 -3%
CWA
192
Core Wealth Advisors
Florida
$6.2M +$6.2M +66,186 New
NL
193
Navalign LLC
California
$6.17M +$5.27M +56,233 +584%
Baird Financial Group
194
Baird Financial Group
Wisconsin
$6.17M +$438K +4,675 +8%
LW
195
Libra Wealth
California
$6.12M +$812K +8,666 +15%
PSCM
196
Per Stirling Capital Management
Texas
$6.12M -$2.38M -25,406 -28%
VVP
197
Venture Visionary Partners
Ohio
$6.11M +$685K +7,309 +13%
ASN
198
Advisory Services Network
Georgia
$6.1M +$597K +6,369 +11%
MFG
199
Merit Financial Group
Georgia
$6.09M +$557K +6,125 +10%
SSW
200
Stone Summit Wealth
Florida
$6.05M +$220K +2,349 +4%
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