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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

701 hedge funds and large institutions have $9.22B invested in Avantis US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 417 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+59
Holders Change %
+9.19%
% of All Funds
10.14%
Holding in Top 10
124
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.73%
% of All Funds
1.79%
New
99
Increased
417
Reduced
130
Closed
33
Calls
$1.73M
Puts
$1.18M
Net Calls
+$547K
Net Calls Change
-$368K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$167M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$173M
3
Osaic Holdings
Osaic Holdings
Arizona
$113M
4
Ameriprise
Ameriprise
Minnesota
$123M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$51.6M

Top Sellers

1
MWM
Modern Wealth Management
Kansas
$0
2
SP
Symmetry Partners
Connecticut
$3.03M
3
AWM
AE Wealth Management
Kansas
$325K
4
APP
Avantax Planning Partners
Iowa
$81.4M
5
Corient Private Wealth
Corient Private Wealth
Florida
$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
176
ARQ Wealth Advisors
Arizona
$10.2M +$210K +2,191 +2%
PWIA
177
Porter White Investment Advisors
Alabama
$10.1M +$283K +2,946 +3%
RW
178
Regimen Wealth
Georgia
$10.1M +$83.5K +870 +0.8%
FAIM
179
Financial Advocates Investment Management
Washington
$9.95M +$3.76M +39,166 +61%
WCWM
180
Willow Creek Wealth Management
California
$9.93M +$350K +3,644 +4%
HPIA
181
Hamilton Point Investment Advisors
North Carolina
$9.82M -$70.5K -735 -0.7%
CPWA
182
Cerro Pacific Wealth Advisors
California
$9.73M +$47.6K +531 +0.5%
W
183
WealthCollab
Washington
$9.67M +$341K +3,558 +4%
EWM
184
Echo Wealth Management
Minnesota
$9.62M -$62.2K -653 -0.6%
RA
185
RFG Advisory
Alabama
$9.56M +$293K +3,058 +3%
QFA
186
Quantum Financial Advisors
California
$9.53M +$612K +6,377 +7%
NA
187
NewEdge Advisors
Louisiana
$9.41M +$6.92M +72,145 +279%
FF
188
Financial Futures
New Jersey
$9.4M -$39.8K -415 -0.4%
HNWA
189
Henrickson Nauta Wealth Advisors
Michigan
$9.36M -$278K -2,900 -3%
PHWM
190
Pine Harbor Wealth Management
Maryland
$9.35M +$4.33M +45,083 +86%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
$9.26M +$8.09M +84,278 +687%
MCM
192
MAI Capital Management
Ohio
$9.24M +$37.8K +394 +0.4%
P
193
&Partners
Tennessee
$9.19M +$1.15M +11,889 +14%
OWA
194
Opal Wealth Advisors
New York
$9.18M -$178K -1,858 -2%
TWD
195
True Wealth Design
Ohio
$9.16M -$4.74M -49,398 -34%
HG
196
Harbor Group
New Hampshire
$9.14M +$6.41M +66,830 +235%
DWM
197
Dakota Wealth Management
Florida
$9.09M -$350K -3,649 -4%
SRB
198
Shotwell Rutter Baer
Michigan
$9.07M +$212K +2,215 +2%
SOS
199
Silver Oak Securities
Tennessee
$9.04M +$3.69M +38,652 +69%
FWP
200
FAS Wealth Partners
Kansas
$8.88M +$697K +7,264 +9%
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