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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

133 hedge funds and large institutions have $981M invested in Avantis US Small Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
2.34%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
29
Increased
76
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Truepoint Inc
Ohio
$152M
2
Creative Planning
2
Creative Planning
Kansas
$70M
3
MWM
3
Merriman Wealth Management
Washington
$94.6M
4
SAM
4
Synergy Asset Management
Washington
$12.6M
5
VWM
5
Venturi Wealth Management
Texas
$8.53M

Top Sellers

1
UA
1
Unison Advisors
District of Columbia
$106M
2
IC
2
Innealta Capital
Texas
$2.02M
3
RJA
3
Raymond James & Associates
Florida
$784K
4
Jane Street
4
Jane Street
New York
$1.84M
5
CCM
5
Coldstream Capital Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$7.57M +$3.2M +42,285 +73%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$7.26M +$1.86M +24,627 +34%
HighTower Advisors
28
HighTower Advisors
Illinois
$6.77M +$2.29M +30,307 +51%
OPWM
29
Oakwell Private Wealth Management
Texas
$6.56M +$5.94M +78,569 +954%
SA
30
Stewardship Advisors
Pennsylvania
$6.2M +$2.1M +27,823 +51%
FPGK
31
Financial Partners Group (Kansas)
Kansas
$6.04M +$568K +7,516 +10%
WFA
32
Websterrogers Financial Advisors
South Carolina
$5.56M – – –
MAA
33
Mraz Amerine & Associates
California
$5.44M +$922K +12,198 +20%
IA
34
IAM Advisory
Pennsylvania
$5.44M +$5.44M +70,027 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$4.94M +$2.97M +39,240 +150%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$4.77M +$620K +8,200 +15%
GPWA
37
Great Point Wealth Advisors
Massachusetts
$3.91M +$317K +4,191 +9%
AC
38
Avestar Capital
New York
$3.73M +$711K +9,400 +24%
MML Investors Services
39
MML Investors Services
Massachusetts
$3.14M +$1.99M +26,372 +174%
IWM
40
IHT Wealth Management
Illinois
$2.95M +$1.05M +13,905 +55%
SCM
41
Sterneck Capital Management
Missouri
$2.87M -$818K -10,819 -22%
VWA
42
V Wealth Advisors
Kansas
$2.86M +$1.41M +18,649 +97%
AC
43
Apella Capital
Connecticut
$2.86M +$287K +3,790 +11%
OMC
44
Old Mission Capital
Illinois
$2.48M +$291K +3,854 +13%
HIGP
45
Hill Investment Group Partners
Missouri
$2.17M +$587K +7,759 +37%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.13M +$1.45M +19,224 +216%
PWM
47
Perigon Wealth Management
California
$2.07M +$1.04M +13,768 +102%
IC
48
Innealta Capital
Texas
$2.02M -$1.93M -25,500 -49%
VCM
49
Versant Capital Management
Arizona
$1.96M +$29.4K +389 +2%
FG
50
Foster Group
Iowa
$1.96M +$831K +10,993 +74%
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