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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 %
IFA
476
Index Fund Advisors
California
$296K +$13.7K +152 +5%
LSA
477
Lion Street Advisors
Texas
$292K +$292K +3,255 New
BWM
478
Brickley Wealth Management
California
$292K +$1.89K +21 +0.6%
OFS
479
Orrstown Financial Services
Pennsylvania
$290K +$290K +3,230 New
GWM
480
Grand Wealth Management
Michigan
$289K +$16.2K +180 +6%
CIAS
481
Capital Investment Advisory Services
North Carolina
$283K +$283K +3,154 New
CA
482
Carson Advisory
Georgia
$280K – – –
BTI
483
Blue Trust Inc
Georgia
$279K -$30.4K -390 -10%
AssetMark Inc
484
AssetMark Inc
California
$278K +$278K +3,099 New
MGIA
485
Moneta Group Investment Advisors
Missouri
$276K +$276K +3,075 New
HI
486
Harbour Investments
Wisconsin
$276K -$33.7K -375 -11%
RWM
487
Ruedi Wealth Management
Illinois
$274K -$45.3K -504 -14%
GP
488
Girard Partners
Pennsylvania
$268K – – –
MSWM
489
Mowery & Schoenfeld Wealth Management
Illinois
$266K +$266K +2,959 New
CWI
490
Conscious Wealth Investments
Florida
$260K +$260K +2,937 New
FS
491
Financial Symmetry
North Carolina
$259K +$259K +2,890 New
NLP
492
Next Level Private
New York
$258K +$258K +2,875 New
EAM
493
Evanson Asset Management
California
$253K -$1.71K -19 -0.7%
HKIMG
494
Hutchens & Kramer Investment Management Group
Indiana
$252K +$252K +2,808 New
GSC
495
Grey Street Capital
Illinois
$252K – – –
PTC
496
Private Trust Company
Ohio
$251K -$65.1K -725 -21%
MTC
497
Matrix Trust Company
Colorado
$248K +$248K +2,765 New
AWA
498
Arbor Wealth Advisors
Michigan
$247K +$247K +2,745 New
Goldman Sachs
499
Goldman Sachs
New York
$240K -$111K -1,235 -32%
CAN
500
Cetera Advisor Networks
California
$238K +$238K +2,650 New
18 19
20
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