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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

52 hedge funds and large institutions have $388M invested in Avantis US Small Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+19
Holders Change %
+57.58%
% of All Funds
0.92%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
22
Increased
24
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
PrairieView Partners
Minnesota
$16.7M
2
SWM
2
Soundmark Wealth Management
Washington
$12.7M
3
Creative Planning
3
Creative Planning
Kansas
$12.4M
4
SAM
4
Synergy Asset Management
Washington
$4.86M
5
MAM
5
Marquette Asset Management
Minnesota
$14.3M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$34.7M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SCM
4
Sterneck Capital Management
Missouri
$2.86M
5
OCM
5
Oakwood Capital Management
California
$5.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.57M 27,626 +6,478 +31%
WA
27
Wealth Architects
California
$1.35M 23,772 +1,694 +8%
VCM
28
Versant Capital Management
Arizona
$1.34M 23,651 +69 +0.3%
PP
29
Prosperity Planning
Missouri
$1.16M 20,444 +20,444 New
CWA
30
Centennial Wealth Advisory
Michigan
$930K 16,364 +16,364 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$765K 13,459 +13,459 New
MML Investors Services
32
MML Investors Services
Massachusetts
$745K 13,101 +13,101 New
TWA
33
TCI Wealth Advisors
Arizona
$732K 12,884 +12,100 +1,543%
CPIG
34
Chicago Partners Investment Group
Illinois
$648K 10,281 +10,281 New
MAA
35
Mraz Amerine & Associates
California
$587K 10,319 +10,319 New
CM
36
Cornerstone Management
Georgia
$580K 10,201 +10,201 New
CPWM
37
Cardinal Point Wealth Management
California
$534K 9,400 +9,400 New
KA
38
Klingman & Associates
New York
$513K 9,020 – –
UWM
39
USAdvisors Wealth Management
Minnesota
$503K 8,425 +1,069 +15%
T
40
TRUADVICE
Florida
$330K 5,379 +5,379 New
NWM
41
Northwest Wealth Management
Iowa
$247K 4,345 +4,345 New
OC
42
Oppenheimer & Co
New York
$245K 4,304 +4,304 New
Morgan Stanley
43
Morgan Stanley
New York
$186K 3,265 +3,265 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$117K 2,050 +595 +41%
LAS
45
Lloyd Advisory Services
Georgia
$61K 1,077 +110 +11%
EK
46
Evensky & Katz
Florida
$52K 916 +5 +0.5%
PWM
47
Perigon Wealth Management
California
$43K 760 +760 New
Bank of America
48
Bank of America
North Carolina
$37K 649 +649 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$31K 545 +545 New
Osaic Holdings
50
Osaic Holdings
Arizona
$25K 432 +432 New
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