AVUV icon

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 %
PAS
201
Park Avenue Securities
New York
$5.99M +$239K +2,548 +4%
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$5.94M +$1.57M +16,770 +36%
CAC
203
Certified Advisory Corp
Florida
$5.93M +$350K +3,737 +6%
IWS
204
Integrity Wealth Solutions
Colorado
$5.89M -$23.7K -253 -0.4%
CWM
205
Collaborative Wealth Management
Florida
$5.84M +$624K +6,660 +12%
LFS
206
Lutz Financial Services
Nebraska
$5.84M +$107K +1,143 +2%
NA
207
Nottingham Advisors
New York
$5.83M +$5.83M +68,682 New
EWA
208
Elevate Wealth Advisory
Georgia
$5.77M -$123K -1,317 -2%
AAS
209
Ameritas Advisory Services
Nebraska
$5.75M +$1.48M +16,356 +35%
IPW
210
Intergy Private Wealth
Colorado
$5.59M +$126K +1,349 +2%
CF
211
Convergence Financial
Missouri
$5.58M -$68.9K -735 -1%
BIP
212
Blue Investment Partners
California
$5.56M +$4.45M +47,472 +400%
VWA
213
Visionary Wealth Advisors
Illinois
$5.55M +$281K +3,000 +5%
CA
214
Cetera Advisors
Colorado
$5.45M +$2.64M +28,221 +94%
FWP
215
Family Wealth Partners
North Carolina
$5.41M +$2.02M +21,544 +59%
MHB
216
Midwest Heritage Bank
Iowa
$5.36M +$370K +3,952 +7%
WFS
217
Widmann Financial Services
Maryland
$5.34M +$308K +3,289 +6%
NCM
218
NCM Capital Management
New Jersey
$5.27M +$91.9K +981 +2%
JSW
219
Journey Strategic Wealth
New Jersey
$5.19M +$4.52M +48,214 +671%
ACA
220
Aspire Capital Advisors
Washington
$5.18M +$947K +10,108 +22%
PCM
221
Passive Capital Management
Maryland
$5.15M +$102K +1,090 +2%
WWP
222
WR Wealth Planners
Missouri
$5.15M +$4.38M +46,731 +571%
CPA
223
Capital Performance Advisors
California
$5.14M +$34.2K +365 +0.7%
CWM
224
Castle Wealth Management
Florida
$5.12M +$24.8K +265 +0.5%
ASFA
225
All Season Financial Advisors
Colorado
$5.11M +$246K +2,621 +5%
7 8
9
10 11