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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

418 hedge funds and large institutions have $4.09B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 245 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.59%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.06%
New
51
Increased
245
Reduced
98
Closed
31
Calls
$698K
Puts
$31M
Net Calls
-$30.3M
Net Calls Change
-$3.23M

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$120M
2
Creative Planning
2
Creative Planning
Kansas
$337M
3
BU
3
Brown University
Rhode Island
$19.1M
4
MIAS
4
Mason Investment Advisory Services
Virginia
$219M
5
WA
5
Waverly Advisors
Alabama
$40.2M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.72M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
4
Avestar Capital
New York
$0
5
BDWCC
5
B&D White Capital Company
Texas
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$17.9M +$3.21M +40,975 +22%
Osaic Holdings
52
Osaic Holdings
Arizona
$16.5M +$4.56M +58,654 +38%
AWM
53
AE Wealth Management
Kansas
$15.1M +$1.97M +25,334 +15%
RW
54
RVW Wealth
California
$14.5M +$7.41M +95,494 +104%
FPGK
55
Financial Partners Group (Kansas)
Kansas
$14.2M +$2.54M +30,500 +22%
IDA
56
Intelligence Driven Advisers
California
$14.1M +$1.84M +24,180 +15%
SFG
57
SNS Financial Group
Minnesota
$13.6M -$228K -2,938 -2%
JIC
58
JRM Investment Counsel
Nebraska
$13.5M +$909K +11,706 +7%
MWA
59
MFA Wealth Advisors
Pennsylvania
$13.3M +$441K +5,684 +3%
WAS
60
WESPAC Advisors SoCal
California
$13M +$186K +2,401 +1%
SRC
61
Sage Rhino Capital
California
$12.9M +$521K +6,711 +4%
KFAA
62
Klaas Financial Asset Advisors
Illinois
$12.8M +$272K +3,499 +2%
WFA
63
WMG Financial Advisors
Tennessee
$12.7M +$4.02M +51,742 +46%
CPIG
64
Chicago Partners Investment Group
Illinois
$12.5M +$1.1M +13,202 +10%
SC
65
Stephens Consulting
Michigan
$12.4M +$2.11M +27,244 +21%
Mariner
66
Mariner
Kansas
$12.1M +$3.16M +40,715 +35%
PFO
67
Pathstone Family Office
New Jersey
$11.9M +$10.5M +135,093 +724%
CWM
68
Concentric Wealth Management
California
$11.9M +$11.9M +152,803 New
MAA
69
Mraz Amerine & Associates
California
$11.3M +$532K +6,860 +5%
FG
70
Foster Group
Iowa
$11.2M +$1.44M +18,589 +15%
WAM
71
Wallington Asset Management
Indiana
$11.1M +$124K +1,598 +1%
FFM
72
Flagstone Financial Management
Nebraska
$10.8M +$345K +4,444 +3%
OPS
73
Orion Portfolio Solutions
Nebraska
$10.8M -$505K -6,503 -4%
BCI
74
Brinker Capital Investments
Pennsylvania
$10.8M -$505K -6,503 -4%
TWD
75
True Wealth Design
Ohio
$10.6M +$3.34M +43,043 +46%
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3
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