AVUV icon

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 %
LC
426
Lindbrook Capital
California
$18.3K +$18.2K +234 +23,400%
TFG
427
Team Financial Group
California
$18.2K +$18.2K +234 New
SS
428
Sunbelt Securities
Texas
$15.9K +$78 +1 +0.5%
MFC
429
Morris Financial Concepts
South Carolina
$15.7K – – –
NS
430
NBC Securities
Alabama
$12K +$12K +164 New
AWM
431
Abound Wealth Management
Tennessee
$11K – – –
HT
432
Headlands Technologies
Illinois
$8.81K -$4.99K -64 -36%
BWP
433
Baldwin Wealth Partners
Massachusetts
$8.58K – – –
SWM
434
Spire Wealth Management
Virginia
$8.03K – – –
UB
435
UMB Bank
Missouri
$5.3K +$5.3K +68 New
AF
436
Advisornet Financial
Minnesota
$4.68K – – –
GA
437
GoalVest Advisory
New York
$4.6K +$4.6K +59 New
PB
438
Pinnacle Bancorp
Nebraska
$4.52K +$2.42K +31 +115%
Fidelity Investments
439
Fidelity Investments
Massachusetts
$3.12K -$468 -6 -13%
S
440
SignatureFD
Georgia
$2.35K – – –
JWM
441
Janiczek Wealth Management
Colorado
$1.48K -$156 -2 -10%
GWS
442
Glassman Wealth Services
Virginia
$1.25K +$1.25K +16 New
LFA
443
LGT Financial Advisors
Texas
$977 +$977 +13 New
US Bancorp
444
US Bancorp
Minnesota
$935 -$7.87K -101 -89%
NMG
445
New Millennium Group
Utah
$671 – – –
AA
446
Addison Advisors
Vermont
$480 – – –
FSWA
447
Financial Synergies Wealth Advisors
Texas
$473 – – –
DFA
448
DHJJ Financial Advisors
Illinois
$312 +$312 +4 New
AA
449
Ancora Advisors
Ohio
$1 -$1 – –
VWA
450
V Wealth Advisors
Kansas
– -$5.91M -76,157 Closed
15 16 17
18
19