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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

562 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 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
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
$385M
2
3AM
3EDGE Asset Management
Florida
$104M
3
AA
Alesco Advisors
New York
$50.6M
4
LPL Financial
LPL Financial
California
$239M
5
Corient Private Wealth
Corient Private Wealth
Florida
$62.5M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$312M
2
Osaic Holdings
Osaic Holdings
Arizona
$16.2M
3
MWP
Meredith Wealth Planning
Illinois
$39.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$66.1M
5
PVI
Pine Valley Investments
New Jersey
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFG
351
Goldstone Financial Group
Illinois
$1.29M +$285K +3,170 +28%
CFS
352
CRA Financial Services
New Jersey
$1.29M +$139K +1,550 +12%
AWM
353
Austin Wealth Management
Texas
$1.28M +$557K +6,290 +77%
LNC
354
Lincoln National Corp
Pennsylvania
$1.28M +$190K +2,117 +17%
CAM
355
Cozad Asset Management
Illinois
$1.27M +$817K +9,099 +179%
USCWA
356
U.S. Capital Wealth Advisors
Texas
$1.27M +$6.65K +74 +0.5%
LFA
357
Lauterbach Financial Advisors
Texas
$1.26M -$6.11K -68 -0.5%
MOS
358
MGO One Seven
Ohio
$1.26M -$107K -1,191 -8%
EE
359
EWG Elevate
California
$1.22M +$1.22M +13,601 New
JPLA
360
Joseph P. Lucia & Associates
New York
$1.2M -$165K -1,839 -12%
CWA
361
Centennial Wealth Advisory
Michigan
$1.19M -$42.7K -476 -3%
HWMC
362
Heritage Wealth Management (California)
California
$1.19M +$1.19M +13,278 New
PVI
363
Pine Valley Investments
New Jersey
$1.18M -$5.43M -60,503 -82%
HBCM
364
Heron Bay Capital Management
Michigan
$1.17M +$1.17M +12,978 New
FTUS
365
Flow Traders U.S.
New York
$1.15M +$1.15M +12,846 New
IWP
366
Insight Wealth Partners
Texas
$1.15M +$360K +4,008 +46%
GCA
367
Gradient Capital Advisors
California
$1.14M – – –
LG
368
LAM Group
Oregon
$1.14M +$57.9K +645 +5%
LEFP
369
Leading Edge Financial Planning
Tennessee
$1.11M +$109K +1,209 +11%
DWM
370
Dopkins Wealth Management
New York
$1.09M +$294K +3,276 +37%
SA
371
Strategic Advisors
New York
$1.07M -$30.8K -343 -3%
BIP
372
Blue Investment Partners
California
$1.07M +$1.07M +11,881 New
NRW
373
Nova R Wealth
Kansas
$1.06M +$2.87K +32 +0.3%
S
374
Sachetta
Massachusetts
$1.05M +$1.05M +11,660 New
AWM
375
Able Wealth Management
New Jersey
$1.03M +$1.03M +11,483 New
13 14
15
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