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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$245M
2
3AM
3EDGE Asset Management
Florida
+$104M
3
AA
Alesco Advisors
New York
+$50.6M
4
LPL Financial
LPL Financial
California
+$46.2M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$26.2M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$12.8M
2
Osaic Holdings
Osaic Holdings
Arizona
-$7.69M
3
MWP
Meredith Wealth Planning
Illinois
-$6.02M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.74M
5
PVI
Pine Valley Investments
New Jersey
-$5.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
276
Waterfront Wealth
Kansas
$2.61M -$22.5K -250 -0.9%
NCM
277
Northland Capital Management
Minnesota
$2.6M +$31.8K +354 +1%
AWAU
278
Alliance Wealth Advisors (Utah)
Utah
$2.58M +$2.58M +28,691 New
RSWM
279
Robertson Stephens Wealth Management
California
$2.57M -$121K -1,352 -5%
Two Sigma Investments
280
Two Sigma Investments
New York
$2.57M -$817K -9,100 -24%
VWA
281
Valued Wealth Advisors
Utah
$2.57M +$2.57M +32,920 New
Wealthfront Advisers
282
Wealthfront Advisers
California
$2.56M +$869K +9,682 +52%
FCI
283
Financial Counselors Inc
Kansas
$2.52M +$874K +9,737 +53%
AWS
284
Atria Wealth Solutions
New York
$2.51M +$653K +7,269 +35%
SCM
285
SOL Capital Management
Maryland
$2.5M -$53.4K -595 -2%
GRP
286
Global Retirement Partners
California
$2.45M +$1M +11,747 +69%
CTWM
287
Cherry Tree Wealth Management
Minnesota
$2.41M +$2.34M +26,066 +3,466%
PWS
288
Physician Wealth Solutions
Nevada
$2.4M +$2.4M +26,771 New
LCM
289
Liberty Capital Management
Michigan
$2.4M +$1.13M +12,549 +89%
DFC
290
DBK Financial Counsel
Ohio
$2.37M +$1.28M +14,255 +118%
IFS
291
Intelligent Financial Strategies
Minnesota
$2.36M -$18.1K -201 -0.8%
SWM
292
Scissortail Wealth Management
Oklahoma
$2.3M +$2.3M +25,702 New
TP
293
Tranquility Partners
Tennessee
$2.3M -$54.1K -603 -2%
DPI
294
Diversified Portfolios Inc
Michigan
$2.28M +$798K +8,882 +54%
TCG
295
Transcendent Capital Group
Oklahoma
$2.28M +$2.28M +25,392 New
EW
296
Enzi Wealth
Texas
$2.28M +$2.28M +26,354 New
OCM
297
Orion Capital Management
California
$2.25M +$163K +1,813 +8%
FWM
298
FMB Wealth Management
California
$2.24M -$116K -1,288 -5%
VCM
299
Versant Capital Management
Arizona
$2.24M -$17.9K -199 -0.8%
KWM
300
Kolinsky Wealth Management
New Jersey
$2.21M +$66.8K +744 +3%
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