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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M

Top Buyers

1
LGWM
Litman Gregory Wealth Management
California
$45.2M
2
LPL Financial
LPL Financial
California
$138M
3
Bank of America
Bank of America
North Carolina
$59M
4
KF
Krilogy Financial
Missouri
$22.6M
5
MIAS
Mason Investment Advisory Services
Virginia
$193M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$299M
2
MWM
Merriman Wealth Management
Washington
$251M
3
HCA
Heck Capital Advisors
Wisconsin
$405K
4
IWM
IHT Wealth Management
Illinois
$7.52M
5
SPIA
Steward Partners Investment Advisory
New York
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
226
Rockwood Wealth Management
Pennsylvania
$1.23M +$9.85K +133 +0.8%
FM
227
Foster & Motley
Ohio
$1.21M +$717K +9,678 +146%
GRP
228
Global Retirement Partners
California
$1.17M +$12.5K +177 +1%
CPWM
229
Cypress Point Wealth Management
Texas
$1.14M +$125K +1,683 +12%
FCM
230
Fortis Capital Management
Washington
$1.14M +$539K +7,282 +90%
DE
231
Day & Ennis
Georgia
$1.13M – – –
CFS
232
CRA Financial Services
New Jersey
$1.11M +$104K +1,400 +10%
PAM
233
Peak Asset Management
Colorado
$1.1M +$1.1M +14,857 New
LFA
234
Lauterbach Financial Advisors
Texas
$1.1M +$79.3K +1,071 +8%
AWS
235
Atria Wealth Solutions
New York
$1.07M +$19.5K +263 +2%
PFS
236
Prospera Financial Services
Texas
$1.06M +$219K +2,946 +26%
EWA
237
Etesian Wealth Advisors
Oregon
$1.05M +$15.7K +212 +2%
GKWIM
238
Gerber Kawasaki Wealth & Investment Management
California
$1.05M +$104K +1,399 +11%
PWA
239
PCG Wealth Advisors
Kansas
$1.05M +$230K +3,099 +28%
CWA
240
Centennial Wealth Advisory
Michigan
$1.03M +$16.3K +220 +2%
DAS
241
Dynamic Advisor Solutions
Arizona
$1.01M +$124K +1,669 +14%
JPMorgan Chase & Co
242
JPMorgan Chase & Co
New York
$996K +$327K +4,418 +49%
CWA
243
Capital Wealth Alliance
Arizona
$993K +$313K +4,222 +46%
Citadel Advisors
244
Citadel Advisors
Florida
$968K +$968K +13,067 New
Wealthfront Advisers
245
Wealthfront Advisers
California
$965K +$125K +1,691 +15%
NA
246
NewEdge Advisors
Louisiana
$949K +$74.2K +1,002 +8%
MCM
247
MAI Capital Management
Ohio
$944K -$22.4K -303 -2%
USCWA
248
U.S. Capital Wealth Advisors
Texas
$940K -$2.89K -39 -0.3%
MIM
249
Miller Investment Management
Pennsylvania
$940K – – –
GCA
250
Gradient Capital Advisors
California
$935K -$25.7K -347 -3%
8 9
10
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