AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$385M
2
3AM
3EDGE Asset Management
Florida
$104M
3
AA
Alesco Advisors
New York
$50.6M
4
LPL Financial
LPL Financial
California
$239M
5
Corient Private Wealth
Corient Private Wealth
Florida
$62.5M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$312M
2
Osaic Holdings
Osaic Holdings
Arizona
$16.2M
3
MWP
Meredith Wealth Planning
Illinois
$39.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$66.1M
5
PVI
Pine Valley Investments
New Jersey
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
226
Portside Wealth Group
Utah
$4.08M +$4.08M +45,460 New
FNBSF
227
First National Bank Sioux Falls
South Dakota
$4.05M +$349K +3,883 +9%
ACA
228
Aspire Capital Advisors
Washington
$4.05M +$301K +3,350 +8%
SHFA
229
SC&H Financial Advisors
Maryland
$4.04M +$142K +1,585 +4%
SPIA
230
Steward Partners Investment Advisory
New York
$3.96M -$1.98M -22,097 -33%
SRSA
231
S.R. Schill & Associates
Washington
$3.85M -$85.4K -951 -2%
FMN
232
Financial Management Network
California
$3.84M +$1.41M +16,092 +58%
AAS
233
Avantax Advisory Services
Texas
$3.77M +$2.53M +28,217 +205%
CBT
234
CoreFirst Bank & Trust
Kansas
$3.77M +$807K +8,989 +27%
AI
235
Atria Investments
North Carolina
$3.75M -$1.44M -16,054 -28%
TIM
236
Tortoise Investment Management
New York
$3.68M +$405K +4,511 +12%
IA
237
IFP Advisors
Florida
$3.66M +$331K +3,684 +10%
BPA
238
Beacon Pointe Advisors
California
$3.62M +$1.44M +16,005 +66%
SCM
239
Sterneck Capital Management
Missouri
$3.56M +$25.7K +286 +0.7%
CPA
240
Cardiff Park Advisors
California
$3.53M +$131K +1,463 +4%
SWM
241
Soundmark Wealth Management
Washington
$3.53M -$218K -2,432 -6%
W
242
WorthPointe
California
$3.52M +$676K +7,526 +24%
LA
243
LexAurum Advisors
Kansas
$3.48M +$323K +3,598 +10%
EFL
244
ERn Financial LLC
Wisconsin
$3.46M +$122K +1,424 +4%
FM
245
Foster & Motley
Ohio
$3.36M +$915K +10,188 +37%
FWP
246
Family Wealth Partners
North Carolina
$3.25M +$3.25M +36,218 New
PWMG
247
Private Wealth Management Group
New Jersey
$3.2M +$3.2M +35,686 New
LFA
248
Level Financial Advisors
New York
$3.19M +$150K +1,665 +5%
SAM
249
Synergy Asset Management
Washington
$3.17M +$3.17M +35,283 New
Comerica Bank
250
Comerica Bank
Texas
$3.14M +$332K +3,700 +12%
8 9
10
11 12