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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

358 hedge funds and large institutions have $3.3B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 57 reducing their positions, and 7 closing their positions.

Holders
358
Holders Change
+81
Holders Change %
+29.24%
% of All Funds
5.78%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.11%
New
98
Increased
180
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$355M
2
EK
2
Evensky & Katz
Florida
$61.6M
3
LPL Financial
3
LPL Financial
California
$98.9M
4
MWM
4
Merriman Wealth Management
Washington
$269M
5
Wells Fargo
5
Wells Fargo
California
$34.7M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$24.1M
2
PPW
2
Parcion Private Wealth
Washington
$32.6M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$6.62M
4
CPA
4
Cardiff Park Advisors
California
$2.51M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
RLIM
26
Red Lighthouse Investment Management
New York
$25.1M +$25.1M +336,287 New
American Century Companies
27
American Century Companies
Missouri
$24.1M -$8.36M -112,227 -26%
HIGP
28
Hill Investment Group Partners
Missouri
$23.8M +$1.92M +25,717 +9%
TA
29
TruWealth Advisors
Louisiana
$23.5M +$717K +9,628 +3%
PP
30
PrairieView Partners
Minnesota
$23.4M +$1.08M +14,553 +5%
TH
31
Team Hewins
California
$22.4M +$22.4M +300,936 New
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$22M +$5.41M +72,560 +33%
AFAS
33
Acorn Financial Advisory Services
Virginia
$21.9M +$21.5M +288,982 +5,884%
MAM
34
Marquette Asset Management
Minnesota
$21.7M -$414K -5,551 -2%
IWM
35
IHT Wealth Management
Illinois
$19.7M +$15.5M +207,433 +367%
CCMI
36
Creative Capital Management Investments
California
$19.5M +$19.5M +261,874 New
RVPG
37
Relative Value Partners Group
$18.3M +$17.5M +234,538 +2,135%
Corient Private Wealth
38
Corient Private Wealth
Florida
$17.7M +$17.7M +237,327 New
RJA
39
Raymond James & Associates
Florida
$17.6M +$3.83M +51,351 +28%
QHA
40
Quarry Hill Advisors
Minnesota
$17.4M +$17.4M +233,204 New
SPIA
41
Steward Partners Investment Advisory
New York
$17.3M +$15.7M +210,620 +996%
FWP
42
Falcon Wealth Planning
California
$16.9M +$16.9M +226,611 New
WP
43
WMS Partners
Maryland
$16.6M +$9.81M +131,652 +145%
UBS Group
44
UBS Group
Switzerland
$15.7M +$15.7M +210,571 New
BDWCC
45
B&D White Capital Company
Texas
$15.5M +$498K +6,682 +3%
HCA
46
Heck Capital Advisors
Wisconsin
$15M +$14.8M +198,789 +9,272%
BCI
47
Brinker Capital Investments
Pennsylvania
$13.9M +$13.9M +186,894 New
IDA
48
Intelligence Driven Advisers
California
$13.5M +$13.5M +176,993 New
BOC
49
Bull Oak Capital
California
$13.5M +$4.5M +60,402 +50%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$13.4M +$4.74M +63,551 +55%
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