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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

133 hedge funds and large institutions have $981M invested in Avantis US Small Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
2.34%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
29
Increased
76
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Truepoint Inc
Ohio
$152M
2
Creative Planning
2
Creative Planning
Kansas
$70M
3
MWM
3
Merriman Wealth Management
Washington
$94.6M
4
SAM
4
Synergy Asset Management
Washington
$12.6M
5
VWM
5
Venturi Wealth Management
Texas
$8.53M

Top Sellers

1
UA
1
Unison Advisors
District of Columbia
$106M
2
IC
2
Innealta Capital
Texas
$2.02M
3
RJA
3
Raymond James & Associates
Florida
$784K
4
Jane Street
4
Jane Street
New York
$1.84M
5
CCM
5
Coldstream Capital Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Wealth Architects
California
$1.95M +$246K +3,250 +14%
CPIG
52
Chicago Partners Investment Group
Illinois
$1.91M +$658K +7,870 +52%
IA
53
IFP Advisors
Florida
$1.88M +$1.88M +24,921 New
Jane Street
54
Jane Street
New York
$1.84M -$1.3M -17,187 -41%
GCA
55
Gradient Capital Advisors
California
$1.7M +$598K +7,906 +54%
CM
56
Cornerstone Management
Georgia
$1.64M +$870K +11,502 +113%
CL
57
COWA LLC
Oklahoma
$1.53M +$198K +2,623 +15%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1.52M -$782K -10,336 -34%
PP
59
Prosperity Planning
Missouri
$1.51M -$15K -199 -1%
CWM
60
Cornerstone Wealth Management
Missouri
$1.47M +$146K +1,929 +11%
PPA
61
Parametric Portfolio Associates
Washington
$1.45M +$1.45M +19,109 New
CWA
62
Centennial Wealth Advisory
Michigan
$1.43M +$50.1K +663 +4%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$1.37M +$883K +11,676 +180%
Morgan Stanley
64
Morgan Stanley
New York
$1.34M -$240K -3,175 -15%
SPA
65
Sentinel Pension Advisors
Massachusetts
$1.29M +$90.9K +1,202 +8%
Renaissance Technologies
66
Renaissance Technologies
New York
$1.22M +$1.22M +16,100 New
SPIA
67
Steward Partners Investment Advisory
New York
$1.21M +$1.21M +15,996 New
Osaic Holdings
68
Osaic Holdings
Arizona
$1.04M +$318K +4,201 +44%
GWA
69
GGM Wealth Advisors
Maryland
$1.01M +$1.01M +12,500 New
AWP
70
Abacus Wealth Partners
California
$942K +$942K +12,456 New
HCIA
71
Hochman Cole Investment Advisors
Illinois
$919K +$610K +8,068 +198%
CPWA
72
Cerro Pacific Wealth Advisors
California
$878K +$878K +11,610 New
RJA
73
Raymond James & Associates
Florida
$784K -$1.67M -22,030 -68%
MA
74
Mutual Advisors
Nebraska
$768K +$465K +6,145 +153%
SHWM
75
Silicon Hills Wealth Management
Texas
$768K +$768K +10,151 New
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