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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

358 hedge funds and large institutions have $3.3B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+81
Holders Change %
+29.24%
% of All Funds
5.78%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.11%
New
98
Increased
180
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$355M
2
EK
Evensky & Katz
Florida
$61.6M
3
LPL Financial
LPL Financial
California
$98.9M
4
MWM
Merriman Wealth Management
Washington
$269M
5
Wells Fargo
Wells Fargo
California
$34.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$24.1M
2
PPW
Parcion Private Wealth
Washington
$32.6M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$6.62M
4
CPA
Cardiff Park Advisors
California
$2.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
226
BigSur Wealth Management
Florida
$934K +$49.2K +660 +6%
SF
227
Synovus Financial
Georgia
$933K +$32.1K +431 +4%
CWA
228
Canvas Wealth Advisors
Kansas
$915K +$162K +2,081 +22%
DAS
229
Dynamic Advisor Solutions
Arizona
$891K -$30.6K -411 -3%
LG
230
LAM Group
Oregon
$889K +$889K +11,935 New
PAG
231
Private Advisor Group
New Jersey
$881K +$695K +61,585 +372%
PFS
232
Prospera Financial Services
Texas
$847K +$152K +2,035 +22%
MAM
233
McLean Asset Management
Virginia
$847K +$220K +2,958 +35%
Wealthfront Advisers
234
Wealthfront Advisers
California
$845K +$302K +4,055 +56%
NRW
235
Nova R Wealth
Kansas
$834K +$171K +2,297 +26%
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$822K +$147K +1,840 +22%
PWA
237
PCG Wealth Advisors
Kansas
$822K +$155K +2,078 +23%
LFG
238
Larson Financial Group
Missouri
$801K +$728K +9,775 +1,002%
EWA
239
EverSource Wealth Advisors
Alabama
$794K +$11.5K +154 +1%
JPLA
240
Joseph P. Lucia & Associates
New York
$785K -$7.53K -101 -0.9%
BAG
241
Briggs Advisory Group
Rhode Island
$774K +$774K +10,384 New
FHA
242
Flagship Harbor Advisors
Massachusetts
$761K +$142K +1,904 +23%
GAM
243
GEM Asset Management
Michigan
$744K +$744K +9,986 New
IWC
244
Integrated Wealth Concepts
Massachusetts
$703K +$368K +4,937 +110%
VCM
245
Vivaldi Capital Management
Illinois
$694K +$87K +1,138 +14%
CPWMP
246
Cardinal Point Wealth Management Partners
California
$690K -$218K -2,930 -24%
CPCM
247
Cardinal Point Capital Management
Ontario, Canada
$690K +$690K +9,265 New
KA
248
Klingman & Associates
New York
$685K +$3.06K +41 +0.4%
CWA
249
Capital Wealth Alliance
Arizona
$685K -$18.3K -245 -3%
SA
250
Stewardship Advisors
Pennsylvania
$684K -$54.1K -726 -7%
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