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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 %
BWS
376
BCR Wealth Strategies
Alabama
$295K – – –
CB
377
Commerce Bank
Missouri
$290K – – –
LWM
378
Liberty Wealth Management
California
$287K +$1.32K +17 +0.5%
Prudential Financial
379
Prudential Financial
New Jersey
$284K +$57.2K +734 +25%
EH
380
Equitable Holdings
New York
$280K +$46.2K +593 +20%
OC
381
Oppenheimer & Co
New York
$279K – – –
RWM
382
Ruedi Wealth Management
Illinois
$277K +$40.1K +515 +17%
SFM
383
Signet Financial Management
New Jersey
$277K +$33.4K +428 +14%
PTC
384
Private Trust Company
Ohio
$274K -$33.7K -432 -11%
KAM
385
KEB Asset Management
Illinois
$271K +$271K +3,478 New
CT
386
Colonial Trust
South Carolina
$270K – – –
TIA
387
Traphagen Investment Advisors
New Jersey
$269K +$269K +3,448 New
HI
388
Harbour Investments
Wisconsin
$269K +$9.51K +122 +4%
FFM
389
Forum Financial Management
Illinois
$268K – – –
LIM
390
Leavell Investment Management
Alabama
$267K +$5.07K +65 +2%
PFBT
391
Parkside Financial Bank & Trust
Missouri
$265K +$193K +2,473 +266%
BWM
392
Brickley Wealth Management
California
$252K – – –
CFGS
393
Concourse Financial Group Securities
Alabama
$247K -$729K -9,346 -75%
IFA
394
Index Fund Advisors
California
$245K +$31.2K +400 +15%
CA
395
Carson Advisory
Georgia
$243K +$243K +3,114 New
GWM
396
Grand Wealth Management
Michigan
$237K -$30.1K -386 -11%
GP
397
Girard Partners
Pennsylvania
$232K – – –
VNB
398
Virginia National Bank
Virginia
$232K +$232K +2,973 New
FAG
399
Fortitude Advisory Group
Washington
$230K +$230K +2,947 New
EAM
400
Evanson Asset Management
California
$221K +$234 +3 +0.1%
14 15
16
17 18