AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

194 hedge funds and large institutions have $1.47B invested in Avantis US Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 86 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+61
Holders Change %
+45.86%
% of All Funds
3%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.34%
New
74
Increased
86
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAS
1
Mason Investment Advisory Services
Virginia
$173M
2
AAS
2
Annex Advisory Services
Wisconsin
$47.9M
3
PPW
3
Parcion Private Wealth
Washington
$39.6M
4
Creative Planning
4
Creative Planning
Kansas
$98.2M
5
EVM
5
Eaton Vance Management
Massachusetts
$21.2M

Top Sellers

1
UA
1
Unison Advisors
District of Columbia
$71.6M
2
SWM
2
Soundmark Wealth Management
Washington
$3.25M
3
SAM
3
Synergy Asset Management
Washington
$206K
4
AF
4
Allworth Financial
California
$13M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$990K
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
26
Buckingham Strategic Wealth
Missouri
$11.7M +$1.59M +20,001 +16%
SRC
27
Sage Rhino Capital
California
$11.2M +$490K +6,140 +5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$11M +$3.04M +38,111 +38%
SFG
29
SNS Financial Group
Minnesota
$10.4M +$1.8M +22,619 +21%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$9.69M +$9.58M +120,144 +8,959%
MFT
31
Moisand Fitzgerald Tamayo
Florida
$9.67M +$2.01M +25,246 +26%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$8.98M +$7.38M +92,536 +460%
FPGK
33
Financial Partners Group (Kansas)
Kansas
$8.25M +$2.08M +26,927 +34%
Morgan Stanley
34
Morgan Stanley
New York
$8.08M +$6.68M +83,726 +474%
HNWA
35
Henrickson Nauta Wealth Advisors
Michigan
$8M +$8M +102,795 New
OPWM
36
Oakwell Private Wealth Management
Texas
$7.61M +$684K +8,581 +10%
SA
37
Stewardship Advisors
Pennsylvania
$6.9M +$359K +4,506 +5%
AR
38
Apeiron RIA
Texas
$6.65M +$6.65M +83,449 New
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$6.39M +$4.94M +61,960 +341%
MAA
40
Mraz Amerine & Associates
California
$6.1M +$357K +4,479 +6%
IA
41
IAM Advisory
Pennsylvania
$6.02M +$350K +4,326 +6%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$5.66M +$631K +7,913 +13%
WFA
43
Websterrogers Financial Advisors
South Carolina
$5.55M -$315K -3,956 -5%
GPWA
44
Great Point Wealth Advisors
Massachusetts
$5.34M +$1.21M +15,215 +29%
WFA
45
WMG Financial Advisors
Tennessee
$5.23M +$5.23M +65,509 New
CL
46
COWA LLC
Oklahoma
$5.18M +$3.57M +44,716 +222%
VWM
47
Venturi Wealth Management
Texas
$5.15M -$3.84M -48,165 -43%
WA
48
Wealth Architects
California
$5.14M +$3.08M +38,689 +150%
MIAN
49
Mariner Independent Advisor Network
Kansas
$5.02M +$5.02M +62,163 New
FWI
50
Facet Wealth Inc
Maryland
$4.46M +$4.46M +55,890 New
1
2
3 4 5