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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 %
BWM
251
BigSur Wealth Management
Florida
$929K – – –
JPLA
252
Joseph P. Lucia & Associates
New York
$917K +$137K +1,853 +18%
SA
253
Strategic Advisors
New York
$909K +$909K +12,273 New
FHA
254
Flagship Harbor Advisors
Massachusetts
$894K +$138K +1,860 +18%
CL
255
CSS LLC
Illinois
$889K +$296K +4,000 +50%
Qube Research & Technologies (QRT)
256
Qube Research & Technologies (QRT)
United Kingdom
$885K +$885K +11,946 New
NRW
257
Nova R Wealth
Kansas
$871K +$42.4K +572 +5%
Wealth Enhancement Advisory Services
258
Wealth Enhancement Advisory Services
Minnesota
$860K +$97.3K +1,314 +13%
LG
259
LAM Group
Oregon
$844K -$40.4K -545 -5%
BWG
260
Beta Wealth Group
California
$831K +$831K +11,226 New
GWP
261
Gateway Wealth Partners
Wisconsin
$815K +$815K +11,010 New
PFG
262
Prosperity Financial Group
California
$812K +$812K +10,958 New
CFGS
263
Concourse Financial Group Securities
Alabama
$802K +$230K +3,104 +40%
CPWMP
264
Cardinal Point Wealth Management Partners
California
$792K +$106K +1,432 +15%
CPCM
265
Cardinal Point Capital Management
Ontario, Canada
$792K +$106K +1,432 +15%
LFG
266
Larson Financial Group
Missouri
$782K -$14.5K -196 -2%
MOS
267
MGO One Seven
Ohio
$773K +$351K +4,745 +83%
BAG
268
Briggs Advisory Group
Rhode Island
$769K – – –
MAG
269
Mayfair Advisory Group
Alabama
$751K +$258K +3,483 +52%
VCM
270
Vivaldi Capital Management
Illinois
$740K +$67.1K +906 +10%
IAN
271
Integrated Advisors Network
Texas
$738K +$291K +3,925 +65%
DPI
272
Diversified Portfolios Inc
Michigan
$732K +$107K +1,446 +17%
SF
273
Synovus Financial
Georgia
$719K -$208K -2,811 -22%
LNC
274
Lincoln National Corp
Pennsylvania
$711K +$422K +5,693 +146%
GAM
275
GEM Asset Management
Michigan
$706K -$33.6K -453 -5%
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