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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

225 hedge funds and large institutions have $1.75B invested in Avantis US Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 9 closing their positions.

Holders
225
Holders Change
+31
Holders Change %
+15.98%
% of All Funds
3.56%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.49%
New
42
Increased
121
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$47.2M
2
Creative Planning
2
Creative Planning
Kansas
$123M
3
LPL Financial
3
LPL Financial
California
$42.9M
4
HIGP
4
Hill Investment Group Partners
Missouri
$18.4M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$11.3M

Top Sellers

1
SA
1
Stewardship Advisors
Pennsylvania
$1.33M
2
VWM
2
Venturi Wealth Management
Texas
$243K
3
WFA
3
Websterrogers Financial Advisors
South Carolina
$703K
4
FWI
4
Facet Wealth Inc
Maryland
$253K
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$5.89M
Name Market Value Shares Shares
Change 		Shares
Change %
PL
26
Plancorp LLC
Missouri
$14.1M 176,298 +64 +0%
BSW
27
Buckingham Strategic Wealth
Missouri
$13.9M 174,141 +27,649 +19%
Morgan Stanley
28
Morgan Stanley
New York
$13.5M 169,291 +67,914 +67%
AF
29
Allworth Financial
California
$13M 162,403 -860 -0.5%
EK
30
Evensky & Katz
Florida
$12.9M 161,572 +125,197 +344%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$12.7M 158,812 +20,551 +15%
MWA
32
MFA Wealth Advisors
Pennsylvania
$11.3M 141,991 +141,991 New
SRC
33
Sage Rhino Capital
California
$10.9M 136,517 -4,379 -3%
SFG
34
SNS Financial Group
Minnesota
$10.6M 132,873 +3,032 +2%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$9.64M 120,729 +40,621 +51%
FPGK
36
Financial Partners Group (Kansas)
Kansas
$9.31M 116,542 +9,753 +9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$8.72M 109,246 +80,232 +277%
OPWM
38
Oakwell Private Wealth Management
Texas
$8.31M 104,042 +8,655 +9%
HNWA
39
Henrickson Nauta Wealth Advisors
Michigan
$8.08M 101,145 -1,650 -2%
GPWA
40
Great Point Wealth Advisors
Massachusetts
$8.03M 100,577 +33,607 +50%
IA
41
IAM Advisory
Pennsylvania
$7.37M 92,320 +17,967 +24%
MAA
42
Mraz Amerine & Associates
California
$7.28M 91,153 +14,679 +19%
CL
43
COWA LLC
Oklahoma
$7.11M 88,824 +23,921 +37%
FPAS
44
Focus Partners Advisor Solutions
Missouri
$6.93M 86,790 +86,790 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$6.72M 84,126 -28,534 -25%
AR
46
Apeiron RIA
Texas
$6.69M 86,759 +3,310 +4%
FG
47
Foster Group
Iowa
$6.51M 81,511 +48,008 +143%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$6.41M 80,217 +9,213 +13%
WFA
49
WMG Financial Advisors
Tennessee
$6.4M 80,141 +14,632 +22%
BHWM
50
Beaird Harris Wealth Management
Texas
$6.32M 79,146 +39,482 +100%
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