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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

277 hedge funds and large institutions have $2.11B invested in Avantis US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
277
Holders Change
+16
Holders Change %
+6.13%
% of All Funds
4.79%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.71%
New
35
Increased
156
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$86.1M
2
LPL Financial
2
LPL Financial
California
$61.7M
3
Creative Planning
3
Creative Planning
Kansas
$138M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.9M
5
MWM
5
Merriman Wealth Management
Washington
$213M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$4.42M
2
AWM
2
Aprio Wealth Management
Georgia
$3.39M
3
American Century Companies
3
American Century Companies
Missouri
$28.8M
4
BOC
4
Bull Oak Capital
California
$7.95M
5
PL
5
Plancorp LLC
Missouri
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$18.4M -$359K -5,429 -2%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$16.8M +$4.32M +65,300 +35%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$14.7M +$1.52M +23,001 +12%
CL
29
CPWM LLC
Washington
$14.2M +$4.46M +67,504 +46%
BDWCC
30
B&D White Capital Company
Texas
$13.3M +$296K +4,480 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$13M +$1.08M +16,326 +9%
RJA
32
Raymond James & Associates
Florida
$12.3M +$4.88M +73,837 +66%
Bank of America
33
Bank of America
North Carolina
$11.7M +$11.7M +176,798 +26,586%
MWA
34
MFA Wealth Advisors
Pennsylvania
$11.2M +$487K +7,356 +5%
AWM
35
AE Wealth Management
Kansas
$10.9M -$2.36M -35,623 -18%
EWA
36
EP Wealth Advisors
California
$10.4M -$189K -2,854 -2%
KFAA
37
Klaas Financial Asset Advisors
Illinois
$10.2M +$668K +10,096 +7%
BFG
38
Barber Financial Group
Kansas
$10.2M +$9.95M +150,417 +3,625%
SFG
39
SNS Financial Group
Minnesota
$9.99M +$859K +12,980 +9%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$9.33M +$954K +14,430 +11%
AF
41
Allworth Financial
California
$9.12M -$485K -7,336 -5%
FPGK
42
Financial Partners Group (Kansas)
Kansas
$9.12M -$488K -7,377 -5%
SRC
43
Sage Rhino Capital
California
$8.92M -$93.3K -1,411 -1%
TWP
44
Tower Wealth Partners
Pennsylvania
$8.82M +$8.82M +115,365 New
MAA
45
Mraz Amerine & Associates
California
$8.64M +$329K +4,971 +4%
JIC
46
JRM Investment Counsel
Nebraska
$8.52M +$8.52M +128,857 New
SYBT
47
Stock Yards Bank & Trust
Kentucky
$8.42M +$257K +3,883 +3%
BOC
48
Bull Oak Capital
California
$7.95M -$6.59M -99,713 -45%
Wells Fargo
49
Wells Fargo
California
$7.8M +$5.26M +79,477 +207%
AC
50
Avestar Capital
New York
$7.67M +$278K +4,196 +4%
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