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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

418 hedge funds and large institutions have $4.09B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 245 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.59%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.06%
New
51
Increased
245
Reduced
98
Closed
31
Calls
$698K
Puts
$31M
Net Calls
-$30.3M
Net Calls Change
-$3.23M

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$120M
2
Creative Planning
2
Creative Planning
Kansas
$337M
3
BU
3
Brown University
Rhode Island
$19.1M
4
MIAS
4
Mason Investment Advisory Services
Virginia
$219M
5
WA
5
Waverly Advisors
Alabama
$40.2M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.72M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
4
Avestar Capital
New York
$0
5
BDWCC
5
B&D White Capital Company
Texas
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
301
Avantax Advisory Services
Texas
$651K -$56.6K -729 -8%
CPIA
302
Cornell Pochily Investment Advisors
New York
$639K +$13.4K +173 +2%
MCM
303
MAI Capital Management
Ohio
$637K -$353K -4,542 -36%
EWA
304
EverSource Wealth Advisors
Alabama
$610K -$64.3K -828 -10%
CW
305
CreativeOne Wealth
Kansas
$607K +$59.6K +768 +11%
LCM
306
Liberty Capital Management
Michigan
$567K +$567K +7,304 New
MWM
307
Mattern Wealth Management
Kansas
$549K -$898K -11,571 -62%
DWM
308
Dopkins Wealth Management
New York
$547K +$104K +1,345 +24%
T
309
TRUADVICE
Florida
$530K +$9.59K +116 +2%
TLA
310
Tanglewood Legacy Advisors
Texas
$527K +$49.1K +633 +10%
DFC
311
DBK Financial Counsel
Ohio
$524K +$33.4K +430 +7%
RW
312
REDW Wealth
New Mexico
$524K +$289K +3,725 +123%
IWP
313
Insight Wealth Partners
Texas
$515K +$267K +3,438 +108%
OWM
314
Orgel Wealth Management
Wisconsin
$512K -$84.3K -1,086 -14%
SXL
315
Summit X LLC
Missouri
$509K +$145K +1,868 +40%
RFP
316
Root Financial Partners
California
$494K +$2.48K +32 +0.5%
Bank of New York Mellon
317
Bank of New York Mellon
New York
$488K +$165K +2,132 +51%
ARC
318
Advisor Resource Council
Texas
$465K +$109K +1,399 +30%
BAG
319
Bridgewealth Advisory Group
California
$465K +$15.3K +197 +3%
DOA
320
D'Orazio & Associates
Virginia
$464K +$464K +5,978 New
TFP
321
Triune Financial Partners
Kansas
$459K +$2.25K +29 +0.5%
SWM
322
Seaside Wealth Management
California
$453K -$7.45K -96 -2%
AWG
323
Altus Wealth Group
Colorado
$451K +$451K +5,810 New
CPP
324
Capasso Planning Partners
South Carolina
$450K +$2.25K +29 +0.5%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$446K +$427K +5,496 +2,198%
11 12
13
14 15