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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 %
JPLA
276
Joseph P. Lucia & Associates
New York
$1.19M +$49.6K +636 +4%
MOS
277
MGO One Seven
Ohio
$1.18M +$373K +4,791 +46%
CWA
278
Capital Wealth Alliance
Arizona
$1.18M +$43.2K +554 +4%
GKWIM
279
Gerber Kawasaki Wealth & Investment Management
California
$1.15M +$90.2K +1,157 +8%
KW
280
KWB Wealth
California
$1.15M – – –
EWA
281
Etesian Wealth Advisors
Oregon
$1.14M +$24.2K +311 +2%
JPMorgan Chase & Co
282
JPMorgan Chase & Co
New York
$1.14M -$50.8K -652 -4%
LCM
283
Liberty Capital Management
Michigan
$1.1M +$534K +6,852 +94%
LFA
284
Lauterbach Financial Advisors
Texas
$1.1M +$9.12K +117 +0.8%
USCWA
285
U.S. Capital Wealth Advisors
Texas
$1.09M +$91.7K +1,176 +9%
AAS
286
Avantax Advisory Services
Texas
$1.08M +$422K +5,408 +64%
CWA
287
Centennial Wealth Advisory
Michigan
$1.07M +$15.6K +200 +1%
GLA
288
Good Life Advisors
Pennsylvania
$1.06M +$172K +2,202 +19%
Renaissance Technologies
289
Renaissance Technologies
New York
$1.04M -$70.2K -900 -6%
BWM
290
BigSur Wealth Management
Florida
$1.03M +$56.9K +730 +6%
MAM
291
McLean Asset Management
Virginia
$999K +$13.5K +175 +1%
CFS
292
CRA Financial Services
New Jersey
$996K -$15.6K -200 -2%
GCA
293
Gradient Capital Advisors
California
$992K +$7.48K +96 +0.8%
SWP
294
Strategic Wealth Partners
Ohio
$986K +$986K +12,651 New
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
$985K +$242K +3,107 +33%
IWC
296
Integrated Wealth Concepts
Massachusetts
$980K +$307K +3,944 +46%
SA
297
Strategic Advisors
New York
$953K +$312 +4 +0%
LNC
298
Lincoln National Corp
Pennsylvania
$949K +$169K +2,171 +22%
DFC
299
DBK Financial Counsel
Ohio
$946K +$419K +5,380 +80%
LG
300
LAM Group
Oregon
$936K -$33.1K -425 -3%
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