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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 %
FF
176
Financial Futures
New Jersey
$8.83M +$284K +3,170 +3%
OWA
177
Opal Wealth Advisors
New York
$8.75M -$203K -2,266 -2%
W
178
WealthCollab
Washington
$8.73M +$171K +1,902 +2%
RA
179
RFG Advisory
Alabama
$8.66M +$152K +1,691 +2%
GVAG
180
Great Valley Advisor Group
Delaware
$8.62M -$1.59M -17,767 -16%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$8.62M +$2.71M +30,194 +46%
MCM
182
MAI Capital Management
Ohio
$8.6M +$65K +725 +0.8%
QFA
183
Quantum Financial Advisors
California
$8.34M -$519K -5,789 -6%
CF
184
Centaurus Financial
California
$8.27M +$498K +5,554 +6%
MIC
185
Means Investment Company
Maine
$8.2M +$8M +89,208 +4,024%
SRB
186
Shotwell Rutter Baer
Michigan
$8.16M +$138K +1,564 +2%
ASN
187
Advisory Services Network
Georgia
$7.97M +$2.12M +23,652 +36%
KFAA
188
Klaas Financial Asset Advisors
Illinois
$7.76M -$7.3M -81,360 -48%
FWP
189
FAS Wealth Partners
Kansas
$7.65M +$532K +5,929 +7%
AWAP
190
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.63M +$151K +1,678 +2%
CA
191
Continuum Advisory
Idaho
$7.54M +$128K +1,423 +2%
SWA
192
Sax Wealth Advisors
New Jersey
$7.53M +$7.53M +83,948 New
P
193
&Partners
Tennessee
$7.49M +$7.49M +83,509 New
CG
194
Clarus Group
Texas
$7.11M +$44.6K +497 +0.6%
IA
195
IAM Advisory
Pennsylvania
$6.85M +$386K +4,300 +6%
RIL
196
Rothschild Investment LLC
Illinois
$6.83M +$327K +3,643 +5%
GWM
197
Greenwich Wealth Management
Connecticut
$6.81M +$30.5K +340 +0.4%
AAS
198
Ameritas Advisory Services
Nebraska
$6.8M +$1.12M +12,439 +20%
CWA
199
Core Wealth Advisors
Florida
$6.71M +$772K +8,606 +13%
PWMG
200
Private Wealth Management Group
New Jersey
$6.64M +$2.84M +31,675 +75%
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