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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
$122M
2
OFG
Oxford Financial Group
Indiana
$53.3M
3
LPL Financial
LPL Financial
California
$167M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$25.3M
5
Bank of America
Bank of America
North Carolina
$72.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
$10.3M
2
AAS
Annex Advisory Services
Wisconsin
$80.6M
3
MIAS
Mason Investment Advisory Services
Virginia
$213M
4
EK
Evensky & Katz
Florida
$69.2M
5
PA
Paragon Advisors
Texas
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRW
301
Nova R Wealth
Kansas
$914K +$2.34K +30 +0.3%
VCM
302
Vivaldi Capital Management
Illinois
$910K -$28.5K -365 -3%
CAG
303
Csenge Advisory Group
Florida
$892K +$892K +11,442 New
CWM
304
Cornerstone Wealth Management
Missouri
$891K +$33K +423 +4%
GFG
305
Goldstone Financial Group
Illinois
$873K +$68.9K +884 +9%
LEFP
306
Leading Edge Financial Planning
Tennessee
$865K +$120K +1,540 +16%
MWM
307
Meridian Wealth Management
Kentucky
$811K +$479K +6,142 +144%
BWG
308
Beta Wealth Group
California
$793K -$191K -2,452 -19%
CAMG
309
CWA Asset Management Group
Florida
$787K +$26.4K +339 +3%
CPCM
310
Cardinal Point Capital Management
Ontario, Canada
$773K +$84.2K +1,080 +12%
BF
311
BOK Financial
Oklahoma
$759K +$759K +10,247 New
BAG
312
Bridgewealth Advisory Group
California
$753K +$286K +3,675 +61%
GAM
313
GEM Asset Management
Michigan
$750K +$3.2K +41 +0.4%
HA
314
Herold Advisors
New York
$728K -$49.1K -630 -6%
LFG
315
Larson Financial Group
Missouri
$726K -$75.7K -971 -9%
KA
316
Klingman & Associates
New York
$725K +$2.65K +34 +0.4%
PCA
317
Prosperity Capital Advisors
Ohio
$720K -$35.9K -461 -5%
IAN
318
Integrated Advisors Network
Texas
$706K – – –
SSWM
319
Sheets Smith Wealth Management
North Carolina
$701K -$8.03K -103 -1%
SF
320
Synovus Financial
Georgia
$691K -$59.5K -763 -8%
DWM
321
Dopkins Wealth Management
New York
$688K +$138K +1,776 +25%
IWP
322
Insight Wealth Partners
Texas
$685K +$168K +2,160 +33%
CPIA
323
Cornell Pochily Investment Advisors
New York
$682K +$40.4K +518 +6%
ASFA
324
All Season Financial Advisors
Colorado
$674K -$52.7K -676 -7%
BWP
325
Balboa Wealth Partners
Arizona
$666K +$624 +8 +0.1%
11 12
13
14 15