AVUV icon

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 %
KFGK
501
Keystone Financial Group (Kentucky)
Kentucky
$235K +$235K +2,621 New
BJL
502
Brighton Jones LLC
Washington
$231K +$231K +2,571 New
ACA
503
Aptus Capital Advisors
Alabama
$227K +$227K +2,525 New
MIM
504
Miller Investment Management
Pennsylvania
$226K +$226K +2,519 New
Koshinski Asset Management
505
Koshinski Asset Management
Illinois
$225K +$225K +2,507 New
PFG
506
Peterson Financial Group
Iowa
$216K +$216K +2,407 New
TCWM
507
Total Clarity Wealth Management
Illinois
$215K +$215K +2,395 New
GWANC
508
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K +$215K +2,394 New
MCM
509
MAI Capital Management
Ohio
$215K -$26.7K -297 -11%
Bank of Montreal
510
Bank of Montreal
Ontario, Canada
$213K +$18.7K +206 +10%
WFA
511
Websterrogers Financial Advisors
South Carolina
$213K +$213K +2,367 New
GWSG
512
GPS Wealth Strategies Group
Colorado
$211K +$159K +1,771 +305%
FAG
513
Fortitude Advisory Group
Washington
$211K -$53.6K -597 -20%
EF
514
Empirical Finance
Pennsylvania
$209K +$209K +2,328 New
GCM
515
Gibraltar Capital Management
Oklahoma
$205K +$205K +2,282 New
AIM
516
Acropolis Investment Management
Missouri
$195K +$195K +2,170 New
TSWM
517
Tyler-Stone Wealth Management
Ohio
$189K +$93K +1,036 +96%
SIS
518
Sound Income Strategies
Florida
$154K +$154K +1,714 New
FPB
519
First PREMIER Bank
South Dakota
$153K – – –
BFEC
520
Benjamin F. Edwards & Company
Missouri
$146K -$2.61K -29 -2%
CFD
521
Creative Financial Designs
Indiana
$143K +$143K +1,597 New
SRCM
522
Signature Resources Capital Management
California
$130K +$130K +1,452 New
CPA
523
Clear Point Advisors
New York
$108K +$108K +1,198 New
CIA
524
Cape Investment Advisory
Georgia
$103K +$103K +1,150 New
CAL
525
Capital Analysts LLC
Pennsylvania
$103K -$12.2K -136 -11%
19 20
21
22 23