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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

261 hedge funds and large institutions have $1.95B invested in Avantis US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
261
Holders Change
+36
Holders Change %
+16%
% of All Funds
4.41%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
0.66%
New
55
Increased
138
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$206M
2
SAM
2
Satovsky Asset Management
New York
$37.8M
3
PL
3
Plancorp LLC
Missouri
$39M
4
PFO
4
Pathstone Family Office
New Jersey
$22.6M
5
Creative Planning
5
Creative Planning
Kansas
$125M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
TI
2
Truepoint Inc
Ohio
$134M
3
WFA
3
Wipfli Financial Advisors
Wisconsin
$72.3M
4
BDWCC
4
B&D White Capital Company
Texas
$13.4M
5
PPW
5
Parcion Private Wealth
Washington
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
26
Buckingham Strategic Wealth
Missouri
$17.9M +$5.96M +87,160 +50%
AWM
27
Aprio Wealth Management
Georgia
$17.7M +$5.36M +78,396 +43%
BOC
28
Bull Oak Capital
California
$15M +$15M +219,873 New
AWM
29
AE Wealth Management
Kansas
$13.7M +$347K +5,078 +3%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$13.7M +$5.4M +79,039 +65%
BDWCC
31
B&D White Capital Company
Texas
$13.4M -$5.98M -87,450 -31%
MFT
32
Moisand Fitzgerald Tamayo
Florida
$12.9M +$7.82M +114,378 +155%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$12.3M +$1.47M +21,549 +14%
Morgan Stanley
34
Morgan Stanley
New York
$11.4M -$173K -2,524 -1%
MWA
35
MFA Wealth Advisors
Pennsylvania
$11.1M +$1.39M +20,299 +14%
EWA
36
EP Wealth Advisors
California
$10.9M -$1.51M -22,057 -12%
CL
37
CPWM LLC
Washington
$10.1M -$5.7M -83,351 -36%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$9.93M +$1.96M +28,741 +25%
AF
39
Allworth Financial
California
$9.93M -$1.17M -17,143 -11%
KFAA
40
Klaas Financial Asset Advisors
Illinois
$9.9M +$9.9M +144,785 New
SFG
41
SNS Financial Group
Minnesota
$9.44M +$358K +5,234 +4%
SRC
42
Sage Rhino Capital
California
$9.31M -$19.3K -282 -0.2%
FPAS
43
Focus Partners Advisor Solutions
Missouri
$8.66M +$2.72M +39,837 +46%
MAA
44
Mraz Amerine & Associates
California
$8.59M +$2.35M +34,444 +38%
SYBT
45
Stock Yards Bank & Trust
Kentucky
$8.44M +$8.44M +123,479 New
AC
46
Avestar Capital
New York
$7.64M +$3.36M +49,133 +79%
OPWM
47
Oakwell Private Wealth Management
Texas
$7.62M +$507K +7,421 +7%
RJA
48
Raymond James & Associates
Florida
$7.62M +$3.39M +49,571 +80%
QFA
49
Quantum Financial Advisors
California
$7.42M +$7.42M +96,587 New
WA
50
Waverly Advisors
Alabama
$7.33M +$7.33M +107,266 New
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