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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

112 hedge funds and large institutions have $836M invested in Avantis US Small Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
112
Holders Change
+34
Holders Change %
+43.59%
% of All Funds
1.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
39
Increased
52
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFA
1
Wipfli Financial Advisors
Wisconsin
$70.6M
2
TI
2
Truepoint Inc
Ohio
$59.2M
3
TWA
3
TCI Wealth Advisors
Arizona
$33.1M
4
Creative Planning
4
Creative Planning
Kansas
$49.9M
5
AF
5
Allworth Financial
California
$17.1M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$0
2
SAM
2
Synergy Asset Management
Washington
$243K
3
OMC
3
Old Mission Capital
Illinois
$2.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.32M
5
SWM
5
Soundmark Wealth Management
Washington
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
51
Centennial Wealth Advisory
Michigan
$1.38M +$376K +4,952 +37%
CL
52
COWA LLC
Oklahoma
$1.35M +$61K +794 +5%
CWM
53
Cornerstone Wealth Management
Missouri
$1.33M +$1.33M +17,549 New
SPA
54
Sentinel Pension Advisors
Massachusetts
$1.21M +$1.21M +15,895 New
MML Investors Services
55
MML Investors Services
Massachusetts
$1.16M +$92.9K +1,222 +9%
FG
56
Foster Group
Iowa
$1.13M +$798K +10,496 +240%
GCA
57
Gradient Capital Advisors
California
$1.11M +$397K +5,217 +56%
CPIG
58
Chicago Partners Investment Group
Illinois
$1.1M +$214K +2,924 +24%
PWM
59
Perigon Wealth Management
California
$1.03M +$665K +8,749 +182%
CCM
60
Coldstream Capital Management
Washington
$988K +$988K +13,000 New
UWM
61
USAdvisors Wealth Management
Minnesota
$777K +$26.6K +350 +4%
CM
62
Cornerstone Management
Georgia
$774K – – –
T
63
TRUADVICE
Florida
$738K +$183K +2,527 +33%
Osaic Holdings
64
Osaic Holdings
Arizona
$724K +$264K +3,468 +57%
KA
65
Klingman & Associates
New York
$689K +$1.22K +16 +0.2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$678K +$275K +3,623 +68%
OPWM
67
Oakwell Private Wealth Management
Texas
$626K +$626K +8,237 New
NWM
68
Northwest Wealth Management
Iowa
$546K +$159K +2,094 +41%
CPWM
69
Cardinal Point Wealth Management
California
$525K -$261K -3,425 -33%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$492K +$492K +6,472 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$483K +$55.6K +731 +13%
AFAS
72
Acorn Financial Advisory Services
Virginia
$481K +$481K +6,332 New
CW
73
CreativeOne Wealth
Kansas
$431K +$431K +5,669 New
WP
74
WMS Partners
Maryland
$399K +$913 +12 +0.2%
IWC
75
Integrated Wealth Concepts
Massachusetts
$330K +$76 +1 +0%
1 2
3
4 5