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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

277 hedge funds and large institutions have $2.11B invested in Avantis US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
277
Holders Change
+16
Holders Change %
+6.13%
% of All Funds
4.79%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.71%
New
35
Increased
156
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$86.1M
2
LPL Financial
2
LPL Financial
California
$61.7M
3
Creative Planning
3
Creative Planning
Kansas
$138M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.9M
5
MWM
5
Merriman Wealth Management
Washington
$213M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$4.42M
2
AWM
2
Aprio Wealth Management
Georgia
$3.39M
3
American Century Companies
3
American Century Companies
Missouri
$28.8M
4
BOC
4
Bull Oak Capital
California
$7.95M
5
PL
5
Plancorp LLC
Missouri
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$7.65M +$1.56M +23,640 +26%
CPIG
52
Chicago Partners Investment Group
Illinois
$7.4M +$2.45M +31,838 +50%
FG
53
Foster Group
Iowa
$7.38M +$684K +10,349 +10%
GVAG
54
Great Valley Advisor Group
Delaware
$7.32M +$5.59M +84,567 +325%
WWM
55
Windsor Wealth Management
Indiana
$7.12M +$2.27M +32,591 +47%
WA
56
Waverly Advisors
Alabama
$6.95M -$142K -2,147 -2%
QFA
57
Quantum Financial Advisors
California
$6.82M +$427K +6,460 +7%
OPWM
58
Oakwell Private Wealth Management
Texas
$6.75M -$621K -9,394 -8%
HNWA
59
Henrickson Nauta Wealth Advisors
Michigan
$6.71M +$20.2K +306 +0.3%
CL
60
COWA LLC
Oklahoma
$6.64M +$312K +4,694 +5%
Osaic Holdings
61
Osaic Holdings
Arizona
$6.24M +$1.36M +20,620 +28%
WFA
62
WMG Financial Advisors
Tennessee
$6.04M +$453K +6,854 +8%
WP
63
WMS Partners
Maryland
$6.02M +$4.73M +71,530 +367%
WA
64
Wealth Architects
California
$6.01M +$750K +11,340 +14%
SHWM
65
Silicon Hills Wealth Management
Texas
$5.99M +$8.67K +131 +0.1%
AR
66
Apeiron RIA
Texas
$5.94M +$107K +1,544 +2%
HFA
67
Highland Financial Advisors
New Jersey
$5.81M +$220K +3,321 +4%
MIAN
68
Mariner Independent Advisor Network
Kansas
$5.8M +$200K +3,026 +4%
SB
69
Strategic Blueprint
Georgia
$5.78M +$565K +8,539 +11%
TCPWM
70
Traverso Chambers Private Wealth Management
California
$5.73M +$5.73M +86,569 New
GPWA
71
Great Point Wealth Advisors
Massachusetts
$5.72M +$2.33M +35,268 +69%
CPWA
72
Cerro Pacific Wealth Advisors
California
$5.65M +$1.65M +24,897 +41%
SF
73
Symphony Financial
Texas
$5.6M +$5.6M +83,901 New
RA
74
RFG Advisory
Alabama
$5.56M +$227K +2,954 +4%
HIP
75
HUB Investment Partners
Texas
$5.37M +$188K +2,847 +4%
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