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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 %
CB
351
Commerce Bank
Missouri
$289K – – –
LWM
352
Liberty Wealth Management
California
$285K +$1.4K +18 +0.5%
Lido Advisors
353
Lido Advisors
California
$285K +$285K +3,669 New
OC
354
Oppenheimer & Co
New York
$278K – – –
CT
355
Colonial Trust
South Carolina
$269K +$159K +2,045 +145%
FFM
356
Forum Financial Management
Illinois
$267K +$23.7K +305 +10%
GWM
357
Grand Wealth Management
Michigan
$266K -$13.4K -172 -5%
LIM
358
Leavell Investment Management
Alabama
$261K -$69.9K -900 -21%
HI
359
Harbour Investments
Wisconsin
$258K +$14.9K +192 +6%
Fisher Asset Management
360
Fisher Asset Management
Washington
$257K +$257K +3,315 New
BWM
361
Brickley Wealth Management
California
$251K +$4.5K +58 +2%
GSC
362
Grey Street Capital
Illinois
$250K -$30.9K -398 -11%
DWM
363
Dakota Wealth Management
Florida
$249K +$249K +3,205 New
RJT
364
Raymond James Trust
Florida
$246K -$143K -1,838 -37%
SFM
365
Signet Financial Management
New Jersey
$243K +$2.17K +28 +0.9%
IBOK
366
Independence Bank of Kentucky
Kentucky
$236K +$236K +3,045 New
RWM
367
Ruedi Wealth Management
Illinois
$236K +$97.3K +1,253 +70%
EH
368
Equitable Holdings
New York
$232K +$232K +2,995 New
GP
369
Girard Partners
Pennsylvania
$231K +$231K +2,980 New
BAG
370
Briggs Advisory Group
Rhode Island
$230K -$576K -7,422 -71%
ZF
371
Zhang Financial
Michigan
$228K +$228K +2,939 New
Prudential Financial
372
Prudential Financial
New Jersey
$226K +$226K +2,910 New
EAM
373
Evanson Asset Management
California
$220K +$220K +2,832 New
IFA
374
Index Fund Advisors
California
$213K -$273K -3,517 -56%
RZH
375
Relyea Zuckerberg Hanson
Connecticut
$203K -$7.22K -93 -3%
13 14
15
16 17