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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M

Top Buyers

1
LGWM
Litman Gregory Wealth Management
California
$45.2M
2
LPL Financial
LPL Financial
California
$138M
3
Bank of America
Bank of America
North Carolina
$59M
4
KF
Krilogy Financial
Missouri
$22.6M
5
MIAS
Mason Investment Advisory Services
Virginia
$193M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$299M
2
MWM
Merriman Wealth Management
Washington
$251M
3
HCA
Heck Capital Advisors
Wisconsin
$405K
4
IWM
IHT Wealth Management
Illinois
$7.52M
5
SPIA
Steward Partners Investment Advisory
New York
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
351
Websterrogers Financial Advisors
South Carolina
$237K – – –
IWP
352
Insight Wealth Partners
Texas
$237K +$10.7K +145 +5%
BWM
353
Brickley Wealth Management
California
$235K +$1.85K +25 +0.8%
HI
354
Harbour Investments
Wisconsin
$232K +$3.33K +45 +1%
FFM
355
Forum Financial Management
Illinois
$232K +$232K +3,131 New
SFM
356
Signet Financial Management
New Jersey
$229K +$229K +3,098 New
BAM
357
Baldrige Asset Management
Pennsylvania
$225K -$1.04K -14 -0.5%
RW
358
REDW Wealth
New Mexico
$224K +$224K +3,022 New
Walleye Capital
359
Walleye Capital
New York
$216K +$216K +2,920 New
HF
360
HRT Financial
New York
$211K -$304K -4,126 -59%
RZH
361
Relyea Zuckerberg Hanson
Connecticut
$201K +$201K +2,710 New
OCM
362
Orion Capital Management
California
$162K +$130K +1,751 +407%
RWM
363
Ruedi Wealth Management
Illinois
$132K -$72K -972 -35%
FPB
364
First PREMIER Bank
South Dakota
$127K +$127K +1,707 New
Bank of Montreal
365
Bank of Montreal
Ontario, Canada
$126K +$126K +1,696 New
CT
366
Colonial Trust
South Carolina
$105K +$82.6K +1,115 +372%
WP
367
WealthPLAN Partners
Nebraska
$95.5K +$95.5K +1,290 New
BFEC
368
Benjamin F. Edwards & Company
Missouri
$79K -$9.37K -127 -11%
PFBT
369
Parkside Financial Bank & Trust
Missouri
$53.7K +$36K +486 +203%
EWP
370
Elevation Wealth Partners
California
$51.5K +$51.5K +696 New
CTA
371
Colonial Trust Advisors
South Carolina
$49.6K – – –
Commonwealth Equity Services
372
Commonwealth Equity Services
Massachusetts
$48.2K +$6.77K +91,371 +16%
TRCT
373
Tower Research Capital (TRC)
New York
$46K +$46K +627 New
IWP
374
IAG Wealth Partners
Wisconsin
$30.4K +$30.4K +411 New
RFA
375
Register Financial Advisors
Georgia
$28.1K +$148 +2 +0.5%
13 14
15
16 17