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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M

Top Buyers

1
LGWM
1
Litman Gregory Wealth Management
California
$45.2M
2
LPL Financial
2
LPL Financial
California
$138M
3
Bank of America
3
Bank of America
North Carolina
$59M
4
KF
4
Krilogy Financial
Missouri
$22.6M
5
MIAS
5
Mason Investment Advisory Services
Virginia
$193M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$299M
2
MWM
2
Merriman Wealth Management
Washington
$251M
3
HCA
3
Heck Capital Advisors
Wisconsin
$405K
4
IWM
4
IHT Wealth Management
Illinois
$7.52M
5
SPIA
5
Steward Partners Investment Advisory
New York
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
51
Barber Financial Group
Kansas
$13.3M +$856K +11,556 +7%
SFG
52
SNS Financial Group
Minnesota
$13.2M +$486K +6,564 +4%
AWM
53
AE Wealth Management
Kansas
$12.5M +$756K +10,204 +6%
VWM
54
Venturi Wealth Management
Texas
$12.5M +$1.41M +19,072 +13%
MWA
55
MFA Wealth Advisors
Pennsylvania
$12.3M +$169K +2,284 +1%
WAS
56
WESPAC Advisors SoCal
California
$12.2M +$4.86M +65,654 +66%
JIC
57
JRM Investment Counsel
Nebraska
$12M +$80K +1,080 +0.7%
KFAA
58
Klaas Financial Asset Advisors
Illinois
$11.9M +$395K +5,338 +3%
SRC
59
Sage Rhino Capital
California
$11.8M +$1.71M +23,082 +17%
IDA
60
Intelligence Driven Advisers
California
$11.7M -$1.09M -15,049 -9%
Osaic Holdings
61
Osaic Holdings
Arizona
$11.4M +$2.28M +30,728 +25%
AF
62
Allworth Financial
California
$11.1M +$2.14M +28,869 +24%
BCI
63
Brinker Capital Investments
Pennsylvania
$10.7M -$3.1M -41,792 -22%
OPS
64
Orion Portfolio Solutions
Nebraska
$10.7M +$10.7M +145,102 New
WAM
65
Wallington Asset Management
Indiana
$10.5M +$5.45M +73,630 +108%
FPGK
66
Financial Partners Group (Kansas)
Kansas
$10.3M +$54.5K +736 +0.5%
MAA
67
Mraz Amerine & Associates
California
$10.3M +$334K +4,508 +3%
EWA
68
EP Wealth Advisors
California
$10.2M -$610K -8,242 -6%
CPIG
69
Chicago Partners Investment Group
Illinois
$10.1M +$1.17M +15,907 +13%
BCM
70
Brainard Capital Management
Texas
$10.1M +$370K +4,993 +4%
FFM
71
Flagstone Financial Management
Nebraska
$9.99M +$1.91M +25,823 +24%
SC
72
Stephens Consulting
Michigan
$9.8M +$719K +9,714 +8%
WFA
73
WMG Financial Advisors
Tennessee
$9.43M +$1.26M +14,947 +15%
SYBT
74
Stock Yards Bank & Trust
Kentucky
$9.37M -$138K -1,868 -1%
FG
75
Foster Group
Iowa
$9.32M +$874K +11,798 +10%
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3
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