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

Top Sellers

1
CL
COWA LLC
Oklahoma
$7.72M
2
LGWM
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
Avestar Capital
New York
$0
5
BDWCC
B&D White Capital Company
Texas
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
251
JPMorgan Chase & Co
New York
$1.18M +$138K +1,780 +13%
PWIA
252
Porter White Investment Advisors
Alabama
$1.16M +$1.16M +14,896 New
KW
253
KWB Wealth
California
$1.15M +$693K +8,923 +152%
JPLA
254
Joseph P. Lucia & Associates
New York
$1.13M +$173K +2,231 +18%
CWA
255
Capital Wealth Alliance
Arizona
$1.13M +$87.5K +1,128 +8%
EWA
256
Etesian Wealth Advisors
Oregon
$1.12M +$9.93K +128 +0.9%
Renaissance Technologies
257
Renaissance Technologies
New York
$1.1M +$1.1M +14,200 New
DAS
258
Dynamic Advisor Solutions
Arizona
$1.1M +$43K +554 +4%
NA
259
NewEdge Advisors
Louisiana
$1.1M +$102K +1,316 +10%
LFA
260
Lauterbach Financial Advisors
Texas
$1.08M -$66.3K -854 -6%
GKWIM
261
Gerber Kawasaki Wealth & Investment Management
California
$1.06M -$39.6K -510 -4%
CWA
262
Centennial Wealth Advisory
Michigan
$1.05M -$23.7K -305 -2%
FHA
263
Flagship Harbor Advisors
Massachusetts
$1.02M +$83.7K +1,079 +9%
CFS
264
CRA Financial Services
New Jersey
$1.01M -$157K -2,020 -13%
CCA
265
Cora Capital Advisors
New Jersey
$1.01M -$3.3M -42,554 -77%
USCWA
266
U.S. Capital Wealth Advisors
Texas
$996K +$11.1K +143 +1%
MAM
267
McLean Asset Management
Virginia
$989K +$298K +3,836 +43%
GCA
268
Gradient Capital Advisors
California
$980K – – –
BWG
269
Beta Wealth Group
California
$980K +$109K +1,400 +12%
BWM
270
BigSur Wealth Management
Florida
$973K – – –
CFGS
271
Concourse Financial Group Securities
Alabama
$972K +$131K +1,694 +16%
LG
272
LAM Group
Oregon
$965K +$81.1K +1,045 +9%
SA
273
Strategic Advisors
New York
$949K -$3.96K -51 -0.4%
VCM
274
Vivaldi Capital Management
Illinois
$935K +$159K +2,055 +21%
TA
275
TFB Advisors
Kansas
$910K +$910K +11,727 New
9 10
11
12 13