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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 %
T
351
TRUADVICE
Florida
$417K -$70.3K -925 -14%
IC
352
IEQ Capital
California
$409K – – –
TRCT
353
Tower Research Capital (TRC)
New York
$404K +$342K +4,390 +554%
RW
354
REDW Wealth
New Mexico
$398K -$128K -1,639 -24%
BAM
355
Belpointe Asset Management
Nevada
$397K +$397K +5,088 New
IBOK
356
Independence Bank of Kentucky
Kentucky
$396K +$159K +2,040 +67%
CAM
357
Cozad Asset Management
Illinois
$396K +$102K +1,310 +35%
API
358
Advisor Partners II
California
$391K +$82.8K +1,063 +27%
RFP
359
RCS Financial Planning
Maryland
$389K +$9.12K +117 +2%
AW
360
Atlas Wealth
Ohio
$385K – – –
RJT
361
Raymond James Trust
Florida
$369K +$122K +1,562 +49%
Lido Advisors
362
Lido Advisors
California
$355K +$69.1K +887 +24%
NA
363
NewEdge Advisors
Louisiana
$350K -$752K -9,644 -68%
ZF
364
Zhang Financial
Michigan
$349K +$120K +1,534 +52%
AFP
365
Ausdal Financial Partners
Iowa
$343K +$343K +4,402 New
MCM
366
Mattern Capital Management
Colorado
$342K -$19.8K -254 -5%
CCA
367
Cora Capital Advisors
New Jersey
$334K -$677K -8,691 -67%
TCM
368
Tandem Capital Management
New Jersey
$333K -$13.3K -170 -4%
GWA
369
GGM Wealth Advisors
Maryland
$327K -$624 -8 -0.2%
GTAM
370
Global Trust Asset Management
Florida
$323K – – –
CA
371
Clearstead Advisors
Ohio
$318K +$159K +2,040 +100%
VFPI
372
Vantage Financial Partners (Illinois)
Illinois
$309K +$309K +3,967 New
BTI
373
Blue Trust Inc
Georgia
$308K -$4.89K -63 -2%
Goldman Sachs
374
Goldman Sachs
New York
$305K +$305K +3,913 New
Brown Advisory
375
Brown Advisory
Maryland
$301K +$1.4K +18 +0.5%
13 14
15
16 17