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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 %
GA
326
Greenspring Advisors
Maryland
$437K -$2.85M -36,696 -87%
AWM
327
Axxcess Wealth Management
California
$426K -$76.8K -990 -15%
WMWM
328
Whitaker-Myers Wealth Managers
Ohio
$421K +$24.1K +310 +6%
MWM
329
Modera Wealth Management
New Jersey
$418K +$418K +5,381 New
LFGO
330
Legacy Financial Group (Oklahoma)
Oklahoma
$415K +$6.91K +89 +2%
IC
331
IEQ Capital
California
$407K +$96.3K +1,241 +31%
AW
332
Atlas Wealth
Ohio
$403K -$227K -2,780 -36%
JSW
333
Journey Strategic Wealth
New Jersey
$399K -$197K -2,540 -33%
AT
334
American Trust
Kentucky
$387K – – –
WIM
335
Westside Investment Management
California
$384K +$127K +1,630 +49%
RFP
336
RCS Financial Planning
Maryland
$378K +$378K +4,870 New
CA
337
Cetera Advisors
Colorado
$372K -$47K -606 -11%
MCM
338
Mattern Capital Management
Colorado
$360K +$47.9K +617 +15%
TCM
339
Tandem Capital Management
New Jersey
$345K +$3.88K +50 +1%
BWM
340
BlackDiamond Wealth Management
New York
$336K +$30.9K +376 +10%
GWA
341
GGM Wealth Advisors
Maryland
$333K +$333K +4,208 New
MWM
342
Meridian Wealth Management
Kentucky
$331K +$331K +4,268 New
GTAM
343
Global Trust Asset Management
Florida
$322K – – –
API
344
Advisor Partners II
California
$307K – – –
PTC
345
Private Trust Company
Ohio
$306K -$46.5K -599 -13%
FMN
346
Financial Management Network
California
$302K +$302K +3,866 New
BTI
347
Blue Trust Inc
Georgia
$299K +$299K +4,033 New
Brown Advisory
348
Brown Advisory
Maryland
$298K +$298K +3,843 New
BWS
349
BCR Wealth Strategies
Alabama
$294K – – –
CAM
350
Cozad Asset Management
Illinois
$293K +$293K +3,775 New
12 13
14
15 16