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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$385M
2
3AM
2
3EDGE Asset Management
Florida
$104M
3
AA
3
Alesco Advisors
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$239M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$62.5M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$312M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$16.2M
3
MWP
3
Meredith Wealth Planning
Illinois
$39.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$66.1M
5
PVI
5
Pine Valley Investments
New Jersey
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
451
Global Trust Asset Management
Florida
$382K +$8.98K +100 +2%
National Bank of Canada
452
National Bank of Canada
Quebec, Canada
$379K +$288K +3,229 +319%
CT
453
Colonial Trust
South Carolina
$371K +$60.2K +670 +19%
Prudential Financial
454
Prudential Financial
New Jersey
$369K +$41.9K +466 +13%
CCA
455
Cora Capital Advisors
New Jersey
$363K -$21.5K -239 -6%
GWA
456
GGM Wealth Advisors
Maryland
$358K -$15K -169 -4%
FFM
457
Forum Financial Management
Illinois
$358K +$49K +546 +16%
AWE
458
Avidian Wealth Enterprises
Texas
$355K +$355K +3,952 New
JCM
459
Jacobi Capital Management
Pennsylvania
$354K +$354K +3,938 New
BWS
460
BCR Wealth Strategies
Alabama
$340K – – –
SFM
461
Signet Financial Management
New Jersey
$340K +$20.7K +230 +6%
EH
462
Equitable Holdings
New York
$336K +$13.4K +149 +4%
CB
463
Commerce Bank
Missouri
$334K – – –
LWM
464
Liberty Wealth Management
California
$333K +$1.62K +18 +0.5%
Brown Advisory
465
Brown Advisory
Maryland
$332K -$14.4K -160 -4%
SWM
466
Selective Wealth Management
Virginia
$328K +$328K +3,757 New
EFP
467
EnRich Financial Partners
Wisconsin
$327K +$327K +3,636 New
GWS
468
Glassman Wealth Services
Virginia
$323K +$322K +3,584 +22,400%
OC
469
Oppenheimer & Co
New York
$321K – – –
NG
470
Norden Group
Utah
$319K +$319K +3,547 New
TIA
471
Traphagen Investment Advisors
New Jersey
$317K +$7.36K +82 +2%
AWM
472
Angeles Wealth Management
California
$316K +$316K +3,518 New
CAM
473
Clark Asset Management
New Hampshire
$310K +$310K +3,456 New
PFBT
474
Parkside Financial Bank & Trust
Missouri
$305K -$539 -6 -0.2%
LIM
475
Leavell Investment Management
Alabama
$299K -$8.07K -90 -3%
17 18
19
20 21