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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

418 hedge funds and large institutions have $4.09B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 245 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.59%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.06%
New
51
Increased
245
Reduced
98
Closed
31
Calls
$698K
Puts
$31M
Net Calls
-$30.3M
Net Calls Change
-$3.23M

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$120M
2
Creative Planning
2
Creative Planning
Kansas
$337M
3
BU
3
Brown University
Rhode Island
$19.1M
4
MIAS
4
Mason Investment Advisory Services
Virginia
$219M
5
WA
5
Waverly Advisors
Alabama
$40.2M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.72M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
4
Avestar Capital
New York
$0
5
BDWCC
5
B&D White Capital Company
Texas
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
226
Bridge Advisory
California
$1.59M +$116K +1,498 +8%
FFA
227
Farther Finance Advisors
California
$1.56M -$63.6K -819 -4%
RFN
228
RDA Financial Network
Iowa
$1.54M +$72.4K +933 +5%
SCM
229
SOL Capital Management
Maryland
$1.54M +$191K +2,465 +14%
PP
230
Prosperity Planning
Missouri
$1.53M -$4.5K -58 -0.3%
Citadel Advisors
231
Citadel Advisors
Florida
$1.52M +$508K +6,541 +50%
TWP
232
Total Wealth Planning
Ohio
$1.49M +$94.6K +1,219 +7%
Wealthfront Advisers
233
Wealthfront Advisers
California
$1.47M +$461K +5,935 +46%
PWA
234
PCG Wealth Advisors
Kansas
$1.45M +$351K +4,518 +32%
SC
235
Savant Capital
Illinois
$1.44M +$857K +11,047 +148%
TC
236
Trilogy Capital
California
$1.42M +$692K +8,498 +94%
SPA
237
Sentinel Pension Advisors
Massachusetts
$1.42M +$20K +258 +1%
GWP
238
Gateway Wealth Partners
Wisconsin
$1.37M +$516K +6,649 +60%
CWA
239
Canvas Wealth Advisors
Kansas
$1.36M +$663K +8,050 +95%
AC
240
AlphaCore Capital
California
$1.36M +$1.36M +17,537 New
RWM
241
Rockwood Wealth Management
Pennsylvania
$1.34M +$44.8K +577 +3%
GRP
242
Global Retirement Partners
California
$1.31M +$16.4K +211 +1%
AIP
243
Almanack Investment Partners
Pennsylvania
$1.29M +$564K +7,270 +78%
BPA
244
Beacon Pointe Advisors
California
$1.29M +$590K +7,603 +85%
DWA
245
Delap Wealth Advisory
Oregon
$1.28M +$875K +11,274 +214%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$1.28M -$166K -2,138 -11%
DPI
247
Diversified Portfolios Inc
Michigan
$1.24M +$474K +6,110 +62%
FFC
248
First Financial Corp
Indiana
$1.2M -$106K -1,361 -8%
DE
249
Day & Ennis
Georgia
$1.19M – – –
AWS
250
Atria Wealth Solutions
New York
$1.19M +$60.7K +782 +5%
8 9
10
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