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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

563 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 131 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+115
Holders Change %
+25.67%
% of All Funds
8.25%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
131
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 %
KW
326
KWB Wealth
California
$1.67M +$340K +3,785 +26%
MCWA
327
Meadow Creek Wealth Advisors
Georgia
$1.66M +$1.66M +18,454 New
DWA
328
Delap Wealth Advisory
Oregon
$1.63M +$188K +2,097 +13%
AC
329
AlphaCore Capital
California
$1.61M +$35.9K +400 +2%
AIP
330
Almanack Investment Partners
Pennsylvania
$1.59M +$93.9K +1,046 +6%
FCM
331
Fortis Capital Management
Washington
$1.57M +$7K +78 +0.4%
RFN
332
RDA Financial Network
Iowa
$1.57M -$183K -2,043 -10%
TA
333
TFB Advisors
Kansas
$1.57M +$1.57M +17,442 New
GLA
334
Good Life Advisors
Pennsylvania
$1.49M +$269K +2,995 +22%
SWP
335
Strategic Wealth Partners
Ohio
$1.48M +$344K +3,830 +30%
SPC
336
Sigma Planning Corp
Michigan
$1.47M -$2.01M -22,348 -58%
WIM
337
Westside Investment Management
California
$1.46M +$889K +9,895 +156%
RWM
338
Rockwood Wealth Management
Pennsylvania
$1.45M +$359 +4 +0%
BFG
339
Beacon Financial Group
Texas
$1.42M +$1.42M +15,831 New
BAG
340
Bridgewealth Advisory Group
California
$1.42M +$553K +6,159 +64%
CAG
341
Csenge Advisory Group
Florida
$1.42M +$390K +4,340 +38%
EWA
342
Etesian Wealth Advisors
Oregon
$1.39M +$57.8K +636 +4%
RW
343
REDW Wealth
New Mexico
$1.38M +$917K +10,209 +200%
DE
344
Day & Ennis
Georgia
$1.37M – – –
MAM
345
McLean Asset Management
Virginia
$1.37M +$243K +2,776 +21%
CWA
346
Capital Wealth Alliance
Arizona
$1.37M +$11.7K +130 +0.9%
GKWIM
347
Gerber Kawasaki Wealth & Investment Management
California
$1.35M +$20.4K +227 +2%
PCA
348
Prosperity Capital Advisors
Ohio
$1.33M +$503K +5,605 +61%
AFP
349
Ausdal Financial Partners
Iowa
$1.3M +$905K +10,083 +229%
BWM
350
BigSur Wealth Management
Florida
$1.3M +$108K +1,200 +9%
12 13
14
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