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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 %
LIM
301
Leavell Investment Management
Alabama
$298K +$7.82K +105 +3%
API
302
Advisor Partners II
California
$295K -$110K -1,469 -27%
LNC
303
Lincoln National Corp
Pennsylvania
$291K +$291K +3,901 New
BWS
304
BCR Wealth Strategies
Alabama
$282K – – –
GTAM
305
Global Trust Asset Management
Florida
$279K – – –
CB
306
Commerce Bank
Missouri
$277K – – –
CWM
307
Collaborative Wealth Management
Florida
$274K +$274K +3,680 New
GWM
308
Grand Wealth Management
Michigan
$268K +$53.8K +722 +25%
OC
309
Oppenheimer & Co
New York
$266K – – –
BF
310
BOK Financial
Oklahoma
$266K +$266K +3,564 New
PTC
311
Private Trust Company
Ohio
$244K +$14.2K +191 +6%
SSWM
312
Sheets Smith Wealth Management
North Carolina
$243K -$44.7K -600 -16%
SIMM
313
Stillwater Investment Management (Minnesota)
Minnesota
$239K – – –
WFA
314
Websterrogers Financial Advisors
South Carolina
$238K -$119K -1,600 -33%
BWM
315
Brickley Wealth Management
California
$235K +$235K +3,150 New
TCM
316
Tandem Capital Management
New Jersey
$234K +$234K +3,140 New
HI
317
Harbour Investments
Wisconsin
$230K +$176K +2,363 +326%
CBT
318
CoreFirst Bank & Trust
Kansas
$230K +$129K +1,735 +129%
IWP
319
Insight Wealth Partners
Texas
$227K +$227K +3,050 New
BAM
320
Baldrige Asset Management
Pennsylvania
$227K – – –
CPIA
321
Cornell Pochily Investment Advisors
New York
$213K +$213K +2,857 New
RWM
322
Ruedi Wealth Management
Illinois
$206K +$206K +2,759 New
DWM
323
Dopkins Wealth Management
New York
$203K +$203K +2,720 New
TCWA
324
Ten Capital Wealth Advisors
Washington
$199K – – –
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$123K +$123K +1,655 New
11 12
13
14 15