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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

277 hedge funds and large institutions have $2.11B invested in Avantis US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+16
Holders Change %
+6.13%
% of All Funds
4.79%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.71%
New
35
Increased
156
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
$86.1M
2
LPL Financial
LPL Financial
California
$61.7M
3
Creative Planning
Creative Planning
Kansas
$138M
4
Morgan Stanley
Morgan Stanley
New York
$26.9M
5
MWM
Merriman Wealth Management
Washington
$213M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$4.42M
2
AWM
Aprio Wealth Management
Georgia
$3.39M
3
American Century Companies
American Century Companies
Missouri
$28.8M
4
BOC
Bull Oak Capital
California
$7.95M
5
PL
Plancorp LLC
Missouri
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
226
Wedmont Private Capital
Pennsylvania
$303K +$60.3K +912 +25%
IWC
227
Integrated Wealth Concepts
Massachusetts
$298K +$2.71K +41 +0.9%
Truist Financial
228
Truist Financial
North Carolina
$296K +$296K +4,475 New
Bank of New York Mellon
229
Bank of New York Mellon
New York
$289K -$9.25K -140 -3%
AIP
230
Almanack Investment Partners
Pennsylvania
$275K +$275K +4,165 New
IC
231
IEQ Capital
California
$265K – – –
LIM
232
Leavell Investment Management
Alabama
$258K -$8.6K -130 -3%
SSWM
233
Sheets Smith Wealth Management
North Carolina
$256K +$13.2K +200 +5%
IFA
234
Index Fund Advisors
California
$252K -$1.13K -17 -0.4%
BWS
235
BCR Wealth Strategies
Alabama
$251K – – –
GTAM
236
Global Trust Asset Management
Florida
$248K – – –
CB
237
Commerce Bank
Missouri
$246K +$47.6K +720 +24%
LWM
238
Liberty Wealth Management
California
$239K +$1.26K +19 +0.5%
OC
239
Oppenheimer & Co
New York
$237K – – –
SG
240
Strid Group
Pennsylvania
$221K +$221K +3,337 New
RHBC
241
R.H. Bluestein & Co
Michigan
$220K -$76.8K -1,160 -26%
SIMM
242
Stillwater Investment Management (Minnesota)
Minnesota
$212K – – –
RJT
243
Raymond James Trust
Florida
$210K – – –
PTC
244
Private Trust Company
Ohio
$204K +$75.4K +1,139 +59%
BAM
245
Baldrige Asset Management
Pennsylvania
$202K +$1.66K +25 +0.8%
GWM
246
Grand Wealth Management
Michigan
$190K -$13.4K -202 -7%
TCWA
247
Ten Capital Wealth Advisors
Washington
$177K – – –
LFA
248
Level Financial Advisors
New York
$165K +$49.7K +752 +43%
HCA
249
Heck Capital Advisors
Wisconsin
$142K – – –
TFS
250
TrustCore Financial Services
Tennessee
$139K +$46.3K +700 +50%
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