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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

78 hedge funds and large institutions have $530M invested in Avantis US Small Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+26
Holders Change %
+50%
% of All Funds
1.37%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
33
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$32.3M
2
LPL Financial
2
LPL Financial
California
$7.2M
3
SFG
3
SNS Financial Group
Minnesota
$7.03M
4
VWM
4
Venturi Wealth Management
Texas
$4.78M
5
OMC
5
Old Mission Capital
Illinois
$4.65M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$34M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
SAM
3
Synergy Asset Management
Washington
$3.13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.01M
5
SRC
5
Sage Rhino Capital
California
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
Sterneck Capital Management
Missouri
$3.52M -$123K -1,704 -3%
TI
27
Truepoint Inc
Ohio
$3.45M +$12.1K +168 +0.4%
EVM
28
Eaton Vance Management
Massachusetts
$3.39M +$1.18M +16,301 +53%
SAM
29
Synergy Asset Management
Washington
$3.13M -$3.04M -42,047 -49%
SA
30
Stewardship Advisors
Pennsylvania
$3.04M +$3.04M +42,146 New
BDWCC
31
B&D White Capital Company
Texas
$2.51M +$2.51M +37,086 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.37M -$22.7K -315 -1%
MAA
33
Mraz Amerine & Associates
California
$2.34M +$1.59M +22,050 +214%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.23M +$235K +3,256 +12%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.01M -$1.49M -20,594 -43%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.99M +$1.02M +14,132 +105%
VCM
37
Versant Capital Management
Arizona
$1.84M +$130K +1,796 +8%
WA
38
Wealth Architects
California
$1.62M -$93.8K -1,299 -5%
PP
39
Prosperity Planning
Missouri
$1.48M +$361 +5 +0%
CL
40
COWA LLC
Oklahoma
$1.22M +$1.22M +16,770 New
MML Investors Services
41
MML Investors Services
Massachusetts
$1.01M +$62.9K +871 +7%
CWA
42
Centennial Wealth Advisory
Michigan
$957K -$225K -3,115 -19%
CPIG
43
Chicago Partners Investment Group
Illinois
$893K +$133K +1,804 +18%
PCM
44
Penserra Capital Management
California
$765K +$765K +10,600 New
CPWM
45
Cardinal Point Wealth Management
California
$745K +$66.7K +925 +10%
CM
46
Cornerstone Management
Georgia
$735K -$1.3K -18 -0.2%
UWM
47
USAdvisors Wealth Management
Minnesota
$713K +$105K +1,452 +17%
GCA
48
Gradient Capital Advisors
California
$678K +$678K +9,386 New
KA
49
Klingman & Associates
New York
$653K +$1.88K +26 +0.3%
T
50
TRUADVICE
Florida
$577K +$173K +2,301 +43%
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