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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 %
AWM
326
Austin Wealth Management
Texas
$659K +$659K +8,217 New
WWP
327
WR Wealth Planners
Missouri
$656K -$87.7K -1,125 -12%
EWA
328
EverSource Wealth Advisors
Alabama
$635K +$22.7K +291 +4%
MWM
329
Mattern Wealth Management
Kansas
$633K +$81.5K +1,045 +15%
HIM
330
Harbour Investment Management
Washington
$616K +$616K +7,899 New
SXL
331
Summit X LLC
Missouri
$562K +$51.5K +660 +10%
CPP
332
Capasso Planning Partners
South Carolina
$551K +$98.9K +1,269 +22%
TLA
333
Tanglewood Legacy Advisors
Texas
$530K – – –
OWM
334
Orgel Wealth Management
Wisconsin
$515K – – –
NEPWA
335
New England Private Wealth Advisors
Massachusetts
$505K +$505K +6,477 New
Baird Financial Group
336
Baird Financial Group
Wisconsin
$499K +$499K +6,403 New
RFP
337
Root Financial Partners
California
$498K +$2.26K +29 +0.5%
WIM
338
Westside Investment Management
California
$494K +$109K +1,395 +28%
AWG
339
Altus Wealth Group
Colorado
$470K +$17.5K +225 +4%
ARC
340
Advisor Resource Council
Texas
$470K +$2.57K +33 +0.6%
TFP
341
Triune Financial Partners
Kansas
$465K +$4.91K +63 +1%
FTWA
342
Fifth Third Wealth Advisors
Ohio
$462K +$462K +5,927 New
JSW
343
Journey Strategic Wealth
New Jersey
$456K +$55.4K +711 +14%
GA
344
Greenspring Advisors
Maryland
$438K – – –
SWM
345
Seaside Wealth Management
California
$437K -$17.5K -224 -4%
LFGO
346
Legacy Financial Group (Oklahoma)
Oklahoma
$436K +$19.2K +246 +5%
Bank of New York Mellon
347
Bank of New York Mellon
New York
$431K -$59.1K -758 -12%
WMWM
348
Whitaker-Myers Wealth Managers
Ohio
$431K +$7.95K +102 +2%
AWM
349
Axxcess Wealth Management
California
$428K – – –
MWM
350
Modera Wealth Management
New Jersey
$419K -$701 -9 -0.2%
12 13
14
15 16