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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

448 hedge funds and large institutions have $4.55B invested in Avantis US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 263 increasing their positions, 101 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+30
Holders Change %
+7.18%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.18%
New
47
Increased
263
Reduced
101
Closed
15
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
+$29.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$122M
2
OFG
Oxford Financial Group
Indiana
$53.3M
3
LPL Financial
LPL Financial
California
$167M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$25.3M
5
Bank of America
Bank of America
North Carolina
$72.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
$10.3M
2
AAS
Annex Advisory Services
Wisconsin
$80.6M
3
MIAS
Mason Investment Advisory Services
Virginia
$213M
4
EK
Evensky & Katz
Florida
$69.2M
5
PA
Paragon Advisors
Texas
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
226
Betterment LLC
New York
$2.21M +$291K +3,737 +15%
WW
227
Waterfront Wealth
Kansas
$2.17M +$15.3K +206 +0.7%
MA
228
Mutual Advisors
Nebraska
$2.13M -$223K -2,858 -9%
FM
229
Foster & Motley
Ohio
$2.12M +$372K +4,777 +21%
SF
230
Slagle Financial
Illinois
$2.11M +$180K +2,307 +9%
FMN
231
Financial Management Network
California
$2.09M +$1.8M +23,909 +618%
CL
232
CSS LLC
Illinois
$2.07M +$273K +3,500 +15%
IFS
233
Intelligent Financial Strategies
Minnesota
$2.06M -$313K -4,013 -13%
FWM
234
FMB Wealth Management
California
$2.05M – – –
TP
235
Tranquility Partners
Tennessee
$2.04M +$216K +2,766 +12%
VCM
236
Versant Capital Management
Arizona
$1.96M -$381K -4,890 -16%
SDWIA
237
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.93M +$80.6K +1,034 +4%
SMC
238
Smith, Moore & Co
Missouri
$1.91M +$45.1K +579 +2%
BPA
239
Beacon Pointe Advisors
California
$1.89M +$601K +7,704 +46%
SEA
240
Stegent Equity Advisors
Texas
$1.89M -$136K -1,744 -7%
KWM
241
Kolinsky Wealth Management
New Jersey
$1.86M -$63.9K -820 -3%
First Manhattan
242
First Manhattan
New York
$1.84M -$1.25K -16 -0.1%
OCM
243
Orion Capital Management
California
$1.82M +$988K +12,679 +119%
MFG
244
Midwest Financial Group
Kansas
$1.76M +$1.1M +14,066 +164%
ADL
245
Asset Dedication LLC
California
$1.68M -$12.7K -163 -0.8%
TC
246
Trilogy Capital
California
$1.65M +$289K +3,707 +21%
BA
247
Bridge Advisory
California
$1.65M +$49.6K +636 +3%
FWI
248
Facet Wealth Inc
Maryland
$1.63M -$491K -6,635 -23%
FFA
249
Farther Finance Advisors
California
$1.62M +$50.6K +649 +3%
AWS
250
Atria Wealth Solutions
New York
$1.62M +$424K +5,444 +36%
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