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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

261 hedge funds and large institutions have $1.95B invested in Avantis US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
261
Holders Change
+36
Holders Change %
+16%
% of All Funds
4.41%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
0.66%
New
55
Increased
138
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$206M
2
SAM
2
Satovsky Asset Management
New York
$37.8M
3
PL
3
Plancorp LLC
Missouri
$39M
4
PFO
4
Pathstone Family Office
New Jersey
$22.6M
5
Creative Planning
5
Creative Planning
Kansas
$125M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
TI
2
Truepoint Inc
Ohio
$134M
3
WFA
3
Wipfli Financial Advisors
Wisconsin
$72.3M
4
BDWCC
4
B&D White Capital Company
Texas
$13.4M
5
PPW
5
Parcion Private Wealth
Washington
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
51
Foster Group
Iowa
$6.92M +$1.35M +19,719 +24%
HNWA
52
Henrickson Nauta Wealth Advisors
Michigan
$6.92M +$1.71K +25 +0%
CL
53
COWA LLC
Oklahoma
$6.52M +$441K +6,435 +7%
CPA
54
Cardiff Park Advisors
California
$6.46M +$2.18M +31,820 +51%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$6.29M +$809K +11,832 +15%
IA
56
IAM Advisory
Pennsylvania
$6.2M -$110K -1,605 -2%
SHWM
57
Silicon Hills Wealth Management
Texas
$6.18M +$2.38M +34,779 +62%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$6M -$1.46M -21,422 -20%
MIAN
59
Mariner Independent Advisor Network
Kansas
$5.85M +$640K +9,261 +12%
HFA
60
Highland Financial Advisors
New Jersey
$5.78M +$5.78M +84,513 New
WFA
61
WMG Financial Advisors
Tennessee
$5.77M +$293K +4,287 +5%
WA
62
Wealth Architects
California
$5.44M +$1.05M +15,367 +24%
SB
63
Strategic Blueprint
Georgia
$5.39M +$1.16M +17,020 +28%
HIP
64
HUB Investment Partners
Texas
$5.36M +$5.36M +78,333 New
RA
65
RFG Advisory
Alabama
$5.21M +$341K +4,539 +7%
Osaic Holdings
66
Osaic Holdings
Arizona
$5.03M +$2.66M +38,912 +112%
IFS
67
Intelligent Financial Strategies
Minnesota
$5M +$4.97M +72,744 +15,814%
AWA
68
ARQ Wealth Advisors
Arizona
$4.9M +$1.91M +27,902 +64%
CPIG
69
Chicago Partners Investment Group
Illinois
$4.86M +$1.59M +20,955 +48%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$4.72M +$4.52M +66,114 +2,295%
WWM
71
Windsor Wealth Management
Indiana
$4.71M +$4.71M +69,819 New
MWM
72
Mattern Wealth Management
Kansas
$4.68M +$288K +4,211 +7%
SPC
73
Sigma Planning Corp
Michigan
$4.67M +$1.32M +19,300 +39%
WCA
74
Waypoint Capital Advisors
Minnesota
$4.4M +$4.4M +64,404 New
CPWA
75
Cerro Pacific Wealth Advisors
California
$4.13M +$2.68M +39,135 +183%
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3
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