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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 %
MFC
401
Morris Financial Concepts
South Carolina
$15.7K – – –
HT
402
Headlands Technologies
Illinois
$13.7K +$13.7K +177 New
AWM
403
Abound Wealth Management
Tennessee
$10.9K – – –
CTWM
404
Cherry Tree Wealth Management
Minnesota
$10.4K +$10.4K +134 New
US Bancorp
405
US Bancorp
Minnesota
$8.77K – – –
BWP
406
Baldwin Wealth Partners
Massachusetts
$8.54K – – –
SWM
407
Spire Wealth Management
Virginia
$7.99K – – –
AF
408
Advisornet Financial
Minnesota
$4.66K – – –
TF
409
TimeScale Financial
Massachusetts
$3.96K +$3.34K +43 +538%
Fidelity Investments
410
Fidelity Investments
Massachusetts
$3.57K -$3.26K -42 -48%
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$3.26K +$3.26K +42 New
S
412
SignatureFD
Georgia
$2.33K +$2.33K +30 New
PB
413
Pinnacle Bancorp
Nebraska
$2.1K -$3.34K -43 -61%
JWM
414
Janiczek Wealth Management
Colorado
$1.63K +$78 +1 +5%
NMG
415
New Millennium Group
Utah
$665 – – –
AA
416
Addison Advisors
Vermont
$476 – – –
FSWA
417
Financial Synergies Wealth Advisors
Texas
$469 +$313 +4 +200%
LC
418
Lindbrook Capital
California
$54 – – –
AA
419
Ancora Advisors
Ohio
$1 -$298 -4 Closed
LGWM
420
Litman Gregory Wealth Management
California
– -$45.2M -608,876 Closed
AC
421
Avestar Capital
New York
– -$9.08M -122,614 Closed
RA
422
RiverTree Advisors
Florida
– -$7.85M -105,982 Closed
BIM
423
Bullseye Investment Management
Ohio
– -$6.53M -88,156 Closed
FWP
424
FAS Wealth Partners
Kansas
– -$4.88M -65,877 Closed
Goldman Sachs
425
Goldman Sachs
New York
– -$2.15M -29,053 Closed
14 15 16
17
18