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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 %
Balyasny Asset Management
301
Balyasny Asset Management
Illinois
$2.21M +$2.21M +24,589 New
SWP
302
Stratos Wealth Partners
Ohio
$2.16M -$694K -7,731 -24%
MHS
303
M Holdings Securities
Oregon
$2.14M +$2.14M +23,865 New
AWA
304
Arete Wealth Advisors
Illinois
$2.14M +$2.14M +23,863 New
First Manhattan
305
First Manhattan
New York
$2.12M – – –
SDWIA
306
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.06M -$157K -1,743 -7%
PWA
307
PCG Wealth Advisors
Kansas
$2.03M +$260K +2,890 +15%
NEPWA
308
New England Private Wealth Advisors
Massachusetts
$2M +$1.42M +15,787 +244%
ADL
309
Asset Dedication LLC
California
$1.99M +$56.9K +634 +3%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$1.98M +$186K +2,066 +10%
FFA
311
Farther Finance Advisors
California
$1.95M +$85K +947 +5%
Renaissance Technologies
312
Renaissance Technologies
New York
$1.93M +$736K +8,200 +62%
SEA
313
Stegent Equity Advisors
Texas
$1.92M -$264K -2,939 -12%
MAG
314
Mayfair Advisory Group
Alabama
$1.9M +$433K +4,844 +30%
SPA
315
Sentinel Pension Advisors
Massachusetts
$1.87M +$79.3K +883 +4%
GWP
316
Gateway Wealth Partners
Wisconsin
$1.85M +$242K +2,698 +15%
JTWM
317
Jackson Thornton Wealth Management
Alabama
$1.83M -$1.17K -13 -0.1%
PP
318
Prosperity Planning
Missouri
$1.81M +$46.4K +517 +3%
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$1.81M +$672K +7,487 +59%
CWA
320
Canvas Wealth Advisors
Kansas
$1.75M +$230K +2,657 +15%
BTWM
321
Baker Tilly Wealth Management
Wisconsin
$1.74M +$1.74M +19,424 New
FHA
322
Flagship Harbor Advisors
Massachusetts
$1.7M +$80K +891 +5%
DAS
323
Dynamic Advisor Solutions
Arizona
$1.68M -$115K -1,314 -6%
TWP
324
Total Wealth Planning
Ohio
$1.67M -$50K -557 -3%
FFC
325
First Financial Corp
Indiana
$1.67M +$259K +2,886 +18%
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