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
$497M
4
EF
Empowered Funds
Pennsylvania
$27.7M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$65.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$241M
2
Corient Private Wealth
Corient Private Wealth
Florida
$36.7M
3
CCM
Carlson Capital Management
Minnesota
$64.6M
4
SF
Symphony Financial
Texas
$8.73M
5
IDA
Intelligence Driven Advisers
California
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$497M +$43M +458,927 +9%
MWM
2
Merriman Wealth Management
Washington
$334M +$9.19M +98,084 +3%
LPL Financial
3
LPL Financial
California
$255M +$6.13M +65,434 +2%
MIAS
4
Mason Investment Advisory Services
Virginia
$255M -$1.61M -17,129 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$241M -$161M -1,719,020 -40%
TI
6
Truepoint Inc
Ohio
$205M +$4.77M +50,914 +2%
CM
7
Churchill Management
California
$205M +$205M +2,186,461 New
BSW
8
Buckingham Strategic Wealth
Missouri
$164M +$497K +5,300 +0.3%
Bank of America
9
Bank of America
North Carolina
$136M +$24.1M +257,585 +22%
UA
10
Unison Advisors
District of Columbia
$107M +$943K +10,065 +0.9%
3AM
11
3EDGE Asset Management
Florida
$104M -$4.3M -45,925 -4%
AAS
12
Annex Advisory Services
Wisconsin
$95.4M -$751K -8,017 -0.8%
EK
13
Evensky & Katz
Florida
$85.3M +$150K +1,599 +0.2%
APP
14
Avantax Planning Partners
Iowa
$82.4M +$82.4M +878,859 New
UBS Group
15
UBS Group
Switzerland
$77.1M +$15.6M +166,125 +25%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$76.9M +$2.63M +28,118 +4%
Wells Fargo
17
Wells Fargo
California
$76.1M +$13.8M +147,685 +22%
HighTower Advisors
18
HighTower Advisors
Illinois
$75.6M +$4.24M +45,244 +6%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$75.2M +$6.19M +65,999 +9%
PL
20
Plancorp LLC
Missouri
$73.2M +$2.53M +26,973 +4%
TWA
21
TCI Wealth Advisors
Arizona
$69.9M +$319K +3,405 +0.5%
OFG
22
Oxford Financial Group
Indiana
$66.8M -$499K -5,323 -0.7%
AA
23
Alesco Advisors
New York
$66.3M +$13.5M +144,433 +26%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$65.7M +$25.5M +271,907 +63%
CCM
25
Carlson Capital Management
Minnesota
$64.6M -$26.3M -280,632 -29%
1
2 3 4 5