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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.

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
1
Prime Capital Investment Advisors
Kansas
$94.1M
2
LPL Financial
2
LPL Financial
California
$305M
3
EF
3
Empowered Funds
Pennsylvania
$84.8M
4
Comerica Bank
4
Comerica Bank
Texas
$56.2M
5
Creative Planning
5
Creative Planning
Kansas
$519M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$0
2
AAS
2
Annex Advisory Services
Wisconsin
$3.33M
3
RVPG
3
Relative Value Partners Group
$0
4
TC
4
TownSquare Capital
Utah
$0
5
Truist Financial
5
Truist Financial
North Carolina
$4.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$519M 5,790,106 +487,718 +9%
MWM
2
Merriman Wealth Management
Washington
$328M 3,655,898 +87,070 +2%
LPL Financial
3
LPL Financial
California
$305M 3,398,849 +675,189 +25%
Morgan Stanley
4
Morgan Stanley
New York
$266M 2,968,502 +395,390 +15%
MIAS
5
Mason Investment Advisory Services
Virginia
$245M 2,730,762 +12,293 +0.5%
TI
6
Truepoint Inc
Ohio
$198M 2,208,793 +21,501 +1%
CM
7
Churchill Management
California
$197M 2,200,844 +14,383 +0.7%
BSW
8
Buckingham Strategic Wealth
Missouri
$155M 1,729,579 -22,246 -1%
Bank of America
9
Bank of America
North Carolina
$140M 1,562,192 +110,591 +8%
UA
10
Unison Advisors
District of Columbia
$97.9M 1,091,037 -52,416 -5%
PCIA
11
Prime Capital Investment Advisors
Kansas
$94.1M 1,048,441 +1,045,230 +32,552%
Wells Fargo
12
Wells Fargo
California
$91.7M 1,022,614 +210,379 +26%
APP
13
Avantax Planning Partners
Iowa
$86.7M 965,855 +86,996 +10%
EK
14
Evensky & Katz
Florida
$85.2M 949,691 +39,915 +4%
EF
15
Empowered Funds
Pennsylvania
$84.8M 945,576 +649,725 +220%
UBS Group
16
UBS Group
Switzerland
$83.4M 929,321 +106,681 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$78.2M 872,086 +51,698 +6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$76.1M 847,721 +45,556 +6%
HighTower Advisors
19
HighTower Advisors
Illinois
$74.1M 826,380 +19,732 +2%
WA
20
Waverly Advisors
Alabama
$73.6M 820,682 +135,677 +20%
PL
21
Plancorp LLC
Missouri
$72.4M 807,330 +26,409 +3%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$70.2M 782,215 +80,952 +12%
TWA
23
TCI Wealth Advisors
Arizona
$69M 769,153 +23,034 +3%
OFG
24
Oxford Financial Group
Indiana
$64.7M 720,987 +8,489 +1%
AA
25
Alesco Advisors
New York
$64.2M 715,515 +7,614 +1%
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