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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 %
TC
276
Trilogy Capital
California
$458K -$21.2K -285 -4%
IAN
277
Integrated Advisors Network
Texas
$450K – – –
DWA
278
Delap Wealth Advisory
Oregon
$447K +$447K +6,000 New
Cetera Investment Advisers
279
Cetera Investment Advisers
Illinois
$447K +$447K +6,000 New
LFGO
280
Legacy Financial Group (Oklahoma)
Oklahoma
$444K +$444K +5,963 New
KW
281
KWB Wealth
California
$438K +$438K +5,872 New
HA
282
Herold Advisors
New York
$437K -$29.7K -399 -6%
TFP
283
Triune Financial Partners
Kansas
$436K +$436K +5,857 New
SWM
284
Seaside Wealth Management
California
$430K -$49.5K -665 -10%
BAG
285
Bridgewealth Advisory Group
California
$425K +$425K +5,699 New
MOS
286
MGO One Seven
Ohio
$424K +$424K +5,697 New
CA
287
Cetera Advisors
Colorado
$418K +$418K +5,608 New
AWM
288
Apollon Wealth Management
South Carolina
$395K +$395K +5,300 New
RJT
289
Raymond James Trust
Florida
$373K +$137K +1,838 +58%
AT
290
American Trust
Kentucky
$372K +$372K +4,997 New
CPP
291
Capasso Planning Partners
South Carolina
$369K -$16.3K -219 -4%
Bank of New York Mellon
292
Bank of New York Mellon
New York
$368K +$42K +564 +13%
WMWM
293
Whitaker-Myers Wealth Managers
Ohio
$361K +$361K +4,848 New
Cerity Partners
294
Cerity Partners
New York
$357K -$219K -2,937 -38%
GWA
295
GGM Wealth Advisors
Maryland
$352K -$48.6K -636 -12%
DFC
296
DBK Financial Counsel
Ohio
$351K +$351K +4,715 New
NA
297
NewEdge Advisors
Louisiana
$351K +$69.9K +2,352 +25%
SG
298
Strid Group
Pennsylvania
$316K +$67.6K +907 +27%
TFS
299
TrustCore Financial Services
Tennessee
$305K +$149K +1,995 +95%
IC
300
IEQ Capital
California
$298K – – –
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12
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