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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 %
IA
251
Integrity Advisory
Kansas
$683K +$108K +1,452 +19%
WWP
252
WR Wealth Planners
Missouri
$675K +$675K +9,057 New
JPMorgan Chase & Co
253
JPMorgan Chase & Co
New York
$672K -$15.9K -214 -2%
FAIM
254
Financial Advocates Investment Management
Washington
$652K +$652K +8,757 New
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$637K +$637K +8,544 New
AAS
256
Avantax Advisory Services
Texas
$630K +$163K +2,183 +35%
DPI
257
Diversified Portfolios Inc
Michigan
$629K +$38.2K +512 +6%
FCM
258
Fortis Capital Management
Washington
$602K +$602K +8,079 New
CL
259
CSS LLC
Illinois
$596K +$596K +8,000 New
AW
260
Atlas Wealth
Ohio
$590K +$590K +7,913 New
JSW
261
Journey Strategic Wealth
New Jersey
$583K +$190K +2,556 +48%
T
262
TRUADVICE
Florida
$581K -$55.2K -696 -9%
CFGS
263
Concourse Financial Group Securities
Alabama
$575K +$575K +7,721 New
OWM
264
Orgel Wealth Management
Wisconsin
$573K +$573K +7,687 New
TFA
265
Triad Financial Advisors
North Carolina
$533K +$41.2K +553 +8%
SWA
266
Stratos Wealth Advisors
Ohio
$531K +$531K +7,125 New
ASFA
267
All Season Financial Advisors
Colorado
$524K +$98.1K +1,317 +23%
HF
268
HRT Financial
New York
$520K +$520K +6,986 New
MAG
269
Mayfair Advisory Group
Alabama
$509K +$95.4K +1,249 +23%
CAMG
270
CWA Asset Management Group
Florida
$504K -$32.6K -437 -6%
RW
271
RVW Wealth
California
$496K -$58.4K -784 -11%
FM
272
Foster & Motley
Ohio
$493K +$493K +6,621 New
CW
273
CreativeOne Wealth
Kansas
$492K +$40.3K +541 +9%
LEFP
274
Leading Edge Financial Planning
Tennessee
$464K +$464K +6,228 New
AIP
275
Almanack Investment Partners
Pennsylvania
$462K +$151K +2,030 +49%
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