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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 %
AssetMark Inc
376
AssetMark Inc
California
$170K +$170K +2,192 New
HCA
377
Heck Capital Advisors
Wisconsin
$168K -$257K -3,310 -60%
CA
378
Clearstead Advisors
Ohio
$158K +$146K +1,880 +1,175%
Bank of Montreal
379
Bank of Montreal
Ontario, Canada
$141K +$8.67K +111 +7%
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$136K +$121K +1,549 +786%
FPB
381
First PREMIER Bank
South Dakota
$133K – – –
OLVIG
382
Oliver Lagore Vanvalin Investment Group
Michigan
$116K +$116K +1,494 New
BFEC
383
Benjamin F. Edwards & Company
Missouri
$79K -$4.44K -57 -5%
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$76.8K +$57.1K +724 +290%
PFBT
385
Parkside Financial Bank & Trust
Missouri
$72.1K +$15.8K +203 +28%
TRCT
386
Tower Research Capital (TRC)
New York
$61.5K +$12.8K +165 +26%
EWP
387
Elevation Wealth Partners
California
$54.2K +$233 +3 +0.4%
CTA
388
Colonial Trust Advisors
South Carolina
$52K – – –
MBFW
389
Morton Brown Family Wealth
Pennsylvania
$42.2K +$42.2K +544 New
CAL
390
Capital Analysts LLC
Pennsylvania
$39K +$15.9K +214 +69%
AWM
391
Aspire Wealth Management
Massachusetts
$38.7K +$38.7K +499 New
GWSG
392
GPS Wealth Strategies Group
Colorado
$38K +$22.5K +290 +145%
WPA
393
West Paces Advisors
Georgia
$36.5K +$10.5K +135 +40%
Jones Financial Companies
394
Jones Financial Companies
Missouri
$33.8K +$33.8K +436 New
SF
395
Safeguard Financial
Wisconsin
$33K +$33K +438 New
RFA
396
Register Financial Advisors
Georgia
$29.5K +$155 +2 +0.5%
WP
397
WealthPLAN Partners
Nebraska
$28.7K -$71.4K -920 -71%
SIC
398
SJS Investment Consulting
Ohio
$23.3K – – –
GWM
399
Geneos Wealth Management
Colorado
$22.5K +$10.9K +140 +93%
SS
400
Sunbelt Securities
Texas
$15.8K +$77 +1 +0.5%
14 15
16
17 18