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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

194 hedge funds and large institutions have $1.47B invested in Avantis US Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 86 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
194
Holders Change
+61
Holders Change %
+45.86%
% of All Funds
3%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.34%
New
74
Increased
86
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAS
1
Mason Investment Advisory Services
Virginia
$173M
2
AAS
2
Annex Advisory Services
Wisconsin
$47.9M
3
PPW
3
Parcion Private Wealth
Washington
$39.6M
4
Creative Planning
4
Creative Planning
Kansas
$98.2M
5
EVM
5
Eaton Vance Management
Massachusetts
$21.2M

Top Sellers

1
UA
1
Unison Advisors
District of Columbia
$71.6M
2
SWM
2
Soundmark Wealth Management
Washington
$3.25M
3
SAM
3
Synergy Asset Management
Washington
$206K
4
AF
4
Allworth Financial
California
$13M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$990K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
51
Avestar Capital
New York
$4.39M +$457K +5,731 +12%
HIGP
52
Hill Investment Group Partners
Missouri
$4.35M +$2.06M +25,841 +90%
CPA
53
Cardiff Park Advisors
California
$4.19M +$4.19M +52,574 New
RJA
54
Raymond James & Associates
Florida
$3.8M +$2.98M +37,315 +360%
MML Investors Services
55
MML Investors Services
Massachusetts
$3.77M +$453K +5,676 +14%
SWP
56
Stratos Wealth Partners
Ohio
$3.69M +$3.69M +46,221 New
VWA
57
V Wealth Advisors
Kansas
$3.66M +$643K +8,062 +21%
IWM
58
IHT Wealth Management
Illinois
$3.32M +$211K +2,640 +7%
SWM
59
Soundmark Wealth Management
Washington
$3.25M -$14.5M -182,412 -82%
BHWM
60
Beaird Harris Wealth Management
Texas
$3.16M +$3.16M +39,664 New
MHB
61
Midwest Heritage Bank
Iowa
$3.11M +$3.11M +38,945 New
PCM
62
Passive Capital Management
Maryland
$3M +$3M +37,676 New
SCM
63
Sterneck Capital Management
Missouri
$2.98M -$53.7K -673 -2%
SHWM
64
Silicon Hills Wealth Management
Texas
$2.9M +$2.09M +26,230 +258%
EK
65
Evensky & Katz
Florida
$2.9M +$2.9M +36,375 New
SEA
66
Stegent Equity Advisors
Texas
$2.72M +$2.72M +34,024 New
WW
67
Waterfront Wealth
Kansas
$2.69M +$2.69M +33,787 New
FG
68
Foster Group
Iowa
$2.67M +$609K +7,638 +30%
AC
69
Apella Capital
Connecticut
$2.56M -$463K -5,799 -15%
CPIG
70
Chicago Partners Investment Group
Illinois
$2.42M +$632K +8,083 +35%
AAM
71
Austin Asset Management
Texas
$2.36M +$2.36M +29,542 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$2.31M +$69.5K +871 +3%
SHFA
73
SC&H Financial Advisors
Maryland
$2.24M +$2.24M +28,132 New
PWM
74
Perigon Wealth Management
California
$2.24M +$60.4K +757 +3%
Osaic Holdings
75
Osaic Holdings
Arizona
$2.16M +$1.07M +13,371 +97%
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