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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

78 hedge funds and large institutions have $530M invested in Avantis US Small Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+26
Holders Change %
+50%
% of All Funds
1.37%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
33
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$32.3M
2
LPL Financial
2
LPL Financial
California
$7.2M
3
SFG
3
SNS Financial Group
Minnesota
$7.03M
4
VWM
4
Venturi Wealth Management
Texas
$4.78M
5
OMC
5
Old Mission Capital
Illinois
$4.65M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$34M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
SAM
3
Synergy Asset Management
Washington
$3.13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.01M
5
SRC
5
Sage Rhino Capital
California
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$438K +$407K +5,628 +1,303%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$406K +$406K +5,622 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$382K +$382K +5,296 New
Morgan Stanley
54
Morgan Stanley
New York
$381K +$146K +2,018 +62%
WP
55
WMS Partners
Maryland
$378K +$378K +5,235 New
NWM
56
Northwest Wealth Management
Iowa
$367K +$53.6K +743 +17%
PWM
57
Perigon Wealth Management
California
$347K +$292K +4,048 +533%
MA
58
Mutual Advisors
Nebraska
$332K +$332K +4,602 New
FG
59
Foster Group
Iowa
$316K +$316K +4,376 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$313K +$313K +4,340 New
OC
61
Oppenheimer & Co
New York
$311K – – –
SF
62
Synovus Financial
Georgia
$274K +$274K +3,790 New
VWA
63
V Wealth Advisors
Kansas
$234K +$234K +3,243 New
RJT
64
Raymond James Trust
Florida
$229K +$229K +3,171 New
ONB
65
Old National Bancorp
Indiana
$219K +$219K +3,031 New
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$101K +$101K +1,400 New
SFS
67
Sowell Financial Services
Arkansas
$94K +$93.2K +1,220 +12,200%
EK
68
Evensky & Katz
Florida
$66K +$215 +3 +0.3%
LAS
69
Lloyd Advisory Services
Georgia
$64K -$13.2K -184 -17%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$61K +$21.9K +306 +56%
WPA
71
West Paces Advisors
Georgia
$21.7K – – –
TIM
72
Tortoise Investment Management
New York
$21K +$21K +290 New
IF
73
Ironwood Financial
Arizona
$12K +$12K +170 New
GI
74
Gradient Investments
Minnesota
$7K +$7K +93 New
SWM
75
Spire Wealth Management
Virginia
$7K +$7K +103 New
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