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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
+$54.2M
2
OFG
Oxford Financial Group
Indiana
+$53.3M
3
LPL Financial
LPL Financial
California
+$26.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$23M
5
Bank of America
Bank of America
North Carolina
+$17.5M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$169M
2
AAS
Annex Advisory Services
Wisconsin
-$14.7M
3
MIAS
Mason Investment Advisory Services
Virginia
-$7.37M
4
EK
Evensky & Katz
Florida
-$6.92M
5
PA
Paragon Advisors
Texas
-$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
251
Dynamic Advisor Solutions
Arizona
$1.6M +$491K +6,304 +44%
JTWM
252
Jackson Thornton Wealth Management
Alabama
$1.59M -$83.5K -1,071 -5%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$1.56M +$267K +3,430 +21%
SPA
254
Sentinel Pension Advisors
Massachusetts
$1.55M +$126K +1,613 +9%
PWA
255
PCG Wealth Advisors
Kansas
$1.54M +$81.3K +1,043 +6%
PP
256
Prosperity Planning
Missouri
$1.53M -$4.52K -58 -0.3%
RFN
257
RDA Financial Network
Iowa
$1.52M -$26.1K -335 -2%
TWP
258
Total Wealth Planning
Ohio
$1.49M -$6.24K -80 -0.4%
KAS
259
KPP Advisory Services
Kentucky
$1.47M +$1.47M +18,823 New
Wealthfront Advisers
260
Wealthfront Advisers
California
$1.46M -$14.7K -189 -1%
FCI
261
Financial Counselors Inc
Kansas
$1.43M +$1.43M +18,377 New
FHA
262
Flagship Harbor Advisors
Massachusetts
$1.41M +$381K +4,882 +37%
GWP
263
Gateway Wealth Partners
Wisconsin
$1.4M +$22.8K +292 +2%
AC
264
AlphaCore Capital
California
$1.37M – – –
FCM
265
Fortis Capital Management
Washington
$1.36M -$315K -4,042 -19%
CWA
266
Canvas Wealth Advisors
Kansas
$1.31M +$74.7K +1,002 +6%
AIP
267
Almanack Investment Partners
Pennsylvania
$1.3M +$78 +1 +0%
DPI
268
Diversified Portfolios Inc
Michigan
$1.29M +$43.3K +556 +3%
GRP
269
Global Retirement Partners
California
$1.27M +$7.66K +102 +0.6%
MAG
270
Mayfair Advisory Group
Alabama
$1.27M +$373K +4,816 +42%
RWM
271
Rockwood Wealth Management
Pennsylvania
$1.26M -$84K -1,077 -6%
DWA
272
Delap Wealth Advisory
Oregon
$1.25M -$39K -500 -3%
Citadel Advisors
273
Citadel Advisors
Florida
$1.23M -$299K -3,841 -20%
FFC
274
First Financial Corp
Indiana
$1.22M +$13.6K +175 +1%
DE
275
Day & Ennis
Georgia
$1.19M – – –
9 10
11
12 13