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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$385M
2
3AM
2
3EDGE Asset Management
Florida
$104M
3
AA
3
Alesco Advisors
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$239M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$62.5M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$312M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$16.2M
3
MWP
3
Meredith Wealth Planning
Illinois
$39.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$66.1M
5
PVI
5
Pine Valley Investments
New Jersey
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$55.8M +$4.96M +55,248 +10%
SAM
27
Satovsky Asset Management
New York
$55.4M -$939K -10,453 -2%
AA
28
Alesco Advisors
New York
$50.6M +$50.6M +563,468 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$49.3M +$9.78M +108,855 +25%
American Century Companies
30
American Century Companies
Missouri
$48.6M +$6.01M +66,937 +14%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$46.6M +$2.29M +25,515 +5%
MFT
32
Moisand Fitzgerald Tamayo
Florida
$46.1M +$744K +8,282 +2%
MAM
33
Marquette Asset Management
Minnesota
$42M +$5.2M +57,903 +14%
WRPWM
34
Werba Rubin Papier Wealth Management
California
$41.1M -$225K -2,511 -0.5%
RVPG
35
Relative Value Partners Group
$40.2M +$3.54M +39,379 +10%
IDA
36
Intelligence Driven Advisers
California
$39.9M +$22.2M +254,676 +125%
MWP
37
Meredith Wealth Planning
Illinois
$39.9M -$6.02M -67,048 -13%
BHWM
38
Beaird Harris Wealth Management
Texas
$38.9M +$1.62M +18,003 +4%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$38.6M +$3.65M +40,641 +10%
TA
40
TruWealth Advisors
Louisiana
$34.1M +$4.33M +48,221 +15%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$32.9M +$6.9M +76,870 +27%
RJA
42
Raymond James & Associates
Florida
$32.5M +$1.78M +19,767 +6%
KF
43
Krilogy Financial
Missouri
$32.2M +$1.97M +21,958 +7%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$31.5M +$2.28M +25,405 +8%
RLIM
45
Red Lighthouse Investment Management
New York
$31.3M -$235K -2,612 -0.7%
FWP
46
Falcon Wealth Planning
California
$30.6M +$2.47M +27,454 +9%
TH
47
Team Hewins
California
$30.5M +$495K +5,512 +2%
PP
48
PrairieView Partners
Minnesota
$29.3M -$171K -1,903 -0.6%
SHFA
49
Sherrill & Hutchins Financial Advisory
Georgia
$28.2M +$28.2M +313,697 New
AFAS
50
Acorn Financial Advisory Services
Virginia
$27.4M +$153K +1,709 +0.6%
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