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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 %
LW
201
Libra Wealth
California
$6.58M +$722K +8,048 +12%
PAS
202
Park Avenue Securities
New York
$6.58M +$843K +9,400 +15%
HA
203
Herold Advisors
New York
$6.54M +$523K +5,828 +9%
NL
204
Navalign LLC
California
$6.33M +$420K +4,679 +7%
OWA
205
ORBA Wealth Advisors
Illinois
$6.27M +$267K +2,977 +4%
CF
206
Convergence Financial
Missouri
$6.24M +$897K +10,001 +17%
AI
207
Atria Investments
North Carolina
$6.23M +$2.01M +22,446 +48%
PWM
208
Proathlete Wealth Management
Florida
$6.21M +$6.01M +66,958 +2,958%
KAS
209
Kestra Advisory Services
Texas
$6.21M +$212K +2,359 +4%
MA
210
Mutual Advisors
Nebraska
$6.1M +$1.4M +14,275 +30%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$6.07M +$374K +4,163 +7%
BAM
212
Bayshore Asset Management
Florida
$6.06M -$24.2K -270 -0.4%
VVP
213
Venture Visionary Partners
Ohio
$6.03M +$178K +1,988 +3%
CWM
214
Collaborative Wealth Management
Florida
$6.03M +$433K +4,823 +8%
TC
215
Trilogy Capital
California
$6.01M +$1.2M +13,416 +25%
MFG
216
Merit Financial Group
Georgia
$6M -$8.08K -90 -0.1%
FWP
217
Family Wealth Partners
North Carolina
$5.99M +$812K +9,046 +16%
CAC
218
Certified Advisory Corp
Florida
$5.88M +$201K +2,243 +4%
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$5.88M +$5.88M +65,563 New
IWS
220
Integrity Wealth Solutions
Colorado
$5.87M +$235K +2,616 +4%
FAIM
221
Financial Advocates Investment Management
Washington
$5.79M -$1.62M -18,085 -22%
WPC
222
Wedmont Private Capital
Pennsylvania
$5.7M +$870K +9,340 +18%
TIM
223
Tortoise Investment Management
New York
$5.7M +$1.24M +13,824 +28%
LFS
224
Lutz Financial Services
Nebraska
$5.67M +$79.4K +885 +1%
EWA
225
Elevate Wealth Advisory
Georgia
$5.61M +$82K +914 +1%
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