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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.

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

Top Sellers

1
MWM
1
Modern Wealth Management
Kansas
$0
2
SP
2
Symmetry Partners
Connecticut
$3.03M
3
AWM
3
AE Wealth Management
Kansas
$325K
4
APP
4
Avantax Planning Partners
Iowa
$81.4M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$56.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$593M 6,185,424 +395,318 +7%
LPL Financial
2
LPL Financial
California
$371M 3,863,012 +464,163 +14%
MWM
3
Merriman Wealth Management
Washington
$345M 3,596,816 -59,082 -2%
Morgan Stanley
4
Morgan Stanley
New York
$303M 3,157,246 +188,744 +6%
MIAS
5
Mason Investment Advisory Services
Virginia
$260M 2,712,925 -17,837 -0.7%
TI
6
Truepoint Inc
Ohio
$216M 2,246,883 +38,090 +2%
CM
7
Churchill Management
California
$214M 2,227,544 +26,700 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$173M 1,807,129 +1,296,078 +254%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$167M 1,743,408 +1,743,408 New
Bank of America
10
Bank of America
North Carolina
$165M 1,724,482 +162,290 +10%
Ameriprise
11
Ameriprise
Minnesota
$123M 1,282,805 +891,250 +228%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$121M 1,256,543 +408,822 +48%
Osaic Holdings
13
Osaic Holdings
Arizona
$113M 1,194,018 +982,858 +465%
UBS Group
14
UBS Group
Switzerland
$109M 1,136,466 +207,145 +22%
Wells Fargo
15
Wells Fargo
California
$105M 1,094,529 +71,915 +7%
UA
16
Unison Advisors
District of Columbia
$101M 1,056,146 -34,891 -3%
EK
17
Evensky & Katz
Florida
$93.8M 977,236 +27,545 +3%
PCIA
18
Prime Capital Investment Advisors
Kansas
$93M 969,484 -78,957 -8%
EF
19
Empowered Funds
Pennsylvania
$93M 969,267 +23,691 +3%
HighTower Advisors
20
HighTower Advisors
Illinois
$92.1M 960,645 +134,265 +16%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$86.3M 899,145 +27,059 +3%
WA
22
Waverly Advisors
Alabama
$84.3M 879,097 +58,415 +7%
APP
23
Avantax Planning Partners
Iowa
$81.4M 848,684 -117,171 -12%
PL
24
Plancorp LLC
Missouri
$80.4M 837,800 +30,470 +4%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$77.9M 811,420 +29,205 +4%
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