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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

358 hedge funds and large institutions have $3.3B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 57 reducing their positions, and 7 closing their positions.

Holders
358
Holders Change
+81
Holders Change %
+29.24%
% of All Funds
5.78%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.11%
New
98
Increased
180
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$355M
2
EK
2
Evensky & Katz
Florida
$61.6M
3
LPL Financial
3
LPL Financial
California
$98.9M
4
MWM
4
Merriman Wealth Management
Washington
$269M
5
Wells Fargo
5
Wells Fargo
California
$34.7M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$24.1M
2
PPW
2
Parcion Private Wealth
Washington
$32.6M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$6.62M
4
CPA
4
Cardiff Park Advisors
California
$2.51M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$13M -$1.65M -22,172 -11%
SFG
52
SNS Financial Group
Minnesota
$12.8M +$1.53M +20,486 +14%
BFG
53
Barber Financial Group
Kansas
$12.5M +$955K +12,822 +8%
MWA
54
MFA Wealth Advisors
Pennsylvania
$12.2M -$440K -5,902 -3%
SF
55
Symphony Financial
Texas
$12.1M +$5.61M +72,785 +87%
JIC
56
JRM Investment Counsel
Nebraska
$12M +$2.38M +31,981 +25%
AWM
57
AE Wealth Management
Kansas
$11.9M -$383K -5,141 -3%
KFAA
58
Klaas Financial Asset Advisors
Illinois
$11.6M +$75.9K +1,018 +0.7%
FPGK
59
Financial Partners Group (Kansas)
Kansas
$11.5M +$59.4K +718 +0.5%
WWM
60
Windsor Wealth Management
Indiana
$11.3M +$3.47M +45,337 +44%
VWM
61
Venturi Wealth Management
Texas
$11.2M +$11.2M +150,259 New
EWA
62
EP Wealth Advisors
California
$10.9M -$757K -10,162 -6%
SRC
63
Sage Rhino Capital
California
$10.2M +$155K +2,084 +2%
CPIG
64
Chicago Partners Investment Group
Illinois
$10.1M +$2.07M +24,751 +26%
MAA
65
Mraz Amerine & Associates
California
$9.99M +$265K +3,555 +3%
WA
66
Waverly Advisors
Alabama
$9.92M +$2.09M +28,016 +27%
BCM
67
Brainard Capital Management
Texas
$9.75M +$9.75M +130,799 New
SYBT
68
Stock Yards Bank & Trust
Kentucky
$9.56M +$73.5K +987 +0.8%
AC
69
Avestar Capital
New York
$9.25M +$614K +8,246 +7%
Osaic Holdings
70
Osaic Holdings
Arizona
$9.17M +$2.15M +28,854 +31%
SC
71
Stephens Consulting
Michigan
$9.14M +$8.62M +115,712 +1,676%
AF
72
Allworth Financial
California
$8.98M -$1.3M -17,399 -13%
PSCM
73
Per Stirling Capital Management
Texas
$8.83M +$8.83M +118,536 New
Jane Street
74
Jane Street
New York
$8.82M +$8.82M +118,389 New
GVAG
75
Great Valley Advisor Group
Delaware
$8.79M +$552K +7,402 +7%
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