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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M

Top Buyers

1
LGWM
1
Litman Gregory Wealth Management
California
$45.2M
2
LPL Financial
2
LPL Financial
California
$138M
3
Bank of America
3
Bank of America
North Carolina
$59M
4
KF
4
Krilogy Financial
Missouri
$22.6M
5
MIAS
5
Mason Investment Advisory Services
Virginia
$193M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$299M
2
MWM
2
Merriman Wealth Management
Washington
$251M
3
HCA
3
Heck Capital Advisors
Wisconsin
$405K
4
IWM
4
IHT Wealth Management
Illinois
$7.52M
5
SPIA
5
Steward Partners Investment Advisory
New York
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
26
Buckingham Strategic Wealth
Missouri
$29.2M – – –
BHWM
27
Beaird Harris Wealth Management
Texas
$28.2M +$1.29M +17,439 +5%
American Century Companies
28
American Century Companies
Missouri
$27.3M +$3.27M +44,194 +14%
WA
29
Waverly Advisors
Alabama
$25.7M +$15.8M +213,625 +160%
RJA
30
Raymond James & Associates
Florida
$25.5M +$7.95M +107,333 +45%
RLIM
31
Red Lighthouse Investment Management
New York
$24.7M -$247K -3,338 -1%
TA
32
TruWealth Advisors
Louisiana
$24.2M +$838K +11,315 +4%
PP
33
PrairieView Partners
Minnesota
$23.7M +$513K +6,933 +2%
RVPG
34
Relative Value Partners Group
$23.5M +$5.3M +71,557 +29%
UBS Group
35
UBS Group
Switzerland
$23.4M +$7.78M +105,067 +50%
MAM
36
Marquette Asset Management
Minnesota
$23.3M +$1.66M +22,437 +8%
KF
37
Krilogy Financial
Missouri
$22.6M +$19.5M +263,300 +634%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$22.2M +$8.93M +120,512 +67%
TH
39
Team Hewins
California
$22.2M -$134K -1,803 -0.6%
AFAS
40
Acorn Financial Advisory Services
Virginia
$22M +$207K +2,798 +1%
Corient Private Wealth
41
Corient Private Wealth
Florida
$21.8M +$4.24M +57,196 +24%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$21M -$850K -11,472 -4%
CCMI
43
Creative Capital Management Investments
California
$20.1M +$733K +9,899 +4%
WWM
44
Windsor Wealth Management
Indiana
$19.8M +$9.01M +123,109 +83%
FPAS
45
Focus Partners Advisor Solutions
Missouri
$19.5M +$12.9M +174,821 +197%
FWP
46
Falcon Wealth Planning
California
$18.8M +$2.01M +27,129 +12%
QHA
47
Quarry Hill Advisors
Minnesota
$18.4M +$1.1M +14,824 +6%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$16.2M +$3.28M +44,333 +25%
BDWCC
49
B&D White Capital Company
Texas
$15.3M -$60.5K -817 -0.4%
PAG
50
Private Advisor Group
New Jersey
$13.9M +$8.12M +109,671 +140%
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