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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 %
GSC
401
Grey Street Capital
Illinois
$219K -$32.3K -415 -13%
MCM
402
MAI Capital Management
Ohio
$210K -$430K -5,520 -67%
BAG
403
Briggs Advisory Group
Rhode Island
$208K -$22.5K -288 -10%
RZH
404
Relyea Zuckerberg Hanson
Connecticut
$205K +$936 +12 +0.5%
Bank of Montreal
405
Bank of Montreal
Ontario, Canada
$172K +$26.9K +335 +19%
HCA
406
Heck Capital Advisors
Wisconsin
$169K – – –
FPB
407
First PREMIER Bank
South Dakota
$133K – – –
BFEC
408
Benjamin F. Edwards & Company
Missouri
$129K +$49.9K +640 +63%
Jones Financial Companies
409
Jones Financial Companies
Missouri
$121K +$86.8K +1,114 +256%
CAL
410
Capital Analysts LLC
Pennsylvania
$100K +$59.1K +758 +144%
TSWM
411
Tyler-Stone Wealth Management
Ohio
$84K +$84K +1,074 New
National Bank of Canada
412
National Bank of Canada
Quebec, Canada
$77.4K +$2.98K +39 +4%
SOS
413
Silver Oak Securities
Tennessee
$70.9K -$1.59M -20,460 -96%
OLVIG
414
Oliver Lagore Vanvalin Investment Group
Michigan
$62.1K -$54.3K -697 -47%
CTWM
415
Cherry Tree Wealth Management
Minnesota
$58.6K +$48.2K +618 +461%
CTA
416
Colonial Trust Advisors
South Carolina
$52.2K – – –
GWSG
417
GPS Wealth Strategies Group
Colorado
$45.2K +$7.02K +90 +18%
MBFW
418
Morton Brown Family Wealth
Pennsylvania
$42.4K – – –
WPA
419
West Paces Advisors
Georgia
$41.7K +$5.07K +65 +14%
AWM
420
Aspire Wealth Management
Massachusetts
$36.6K -$2.26K -29 -6%
YAL
421
Your Advocates Ltd
Texas
$30.5K +$30.5K +391 New
RFA
422
Register Financial Advisors
Georgia
$29.8K +$78 +1 +0.3%
SIC
423
SJS Investment Consulting
Ohio
$23.4K – – –
GWM
424
Geneos Wealth Management
Colorado
$22.6K – – –
CTC
425
Central Trust Company
Missouri
$20.5K +$20.5K +263 New
15 16
17
18 19