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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

448 hedge funds and large institutions have $4.55B invested in Avantis US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 263 increasing their positions, 101 reducing their positions, and 15 closing their positions.

Holders
448
Holders Change
+30
Holders Change %
+7.18%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.18%
New
47
Increased
263
Reduced
101
Closed
15
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
+$29.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
OFG
2
Oxford Financial Group
Indiana
$53.3M
3
LPL Financial
3
LPL Financial
California
$167M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$25.3M
5
Bank of America
5
Bank of America
North Carolina
$72.1M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$10.3M
2
AAS
2
Annex Advisory Services
Wisconsin
$80.6M
3
MIAS
3
Mason Investment Advisory Services
Virginia
$213M
4
EK
4
Evensky & Katz
Florida
$69.2M
5
PA
5
Paragon Advisors
Texas
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$20.2M +$2.37M +30,358 +13%
BOC
52
Bull Oak Capital
California
$20.2M +$20.2M +259,012 New
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$19.3M +$928K +11,900 +5%
BU
54
Brown University
Rhode Island
$19.2M – – –
CFS
55
CGC Financial Services
Oregon
$18.3M -$668K -8,572 -4%
RW
56
RVW Wealth
California
$16.9M +$2.27M +29,130 +16%
AWM
57
AE Wealth Management
Kansas
$16.3M +$1.14M +14,629 +8%
SF
58
Symphony Financial
Texas
$15.7M +$8.66M +113,573 +123%
IDA
59
Intelligence Driven Advisers
California
$15.3M +$1.29M +17,223 +9%
Mariner
60
Mariner
Kansas
$15M +$2.79M +35,775 +23%
SFG
61
SNS Financial Group
Minnesota
$13.9M +$261K +3,344 +2%
FPGK
62
Financial Partners Group (Kansas)
Kansas
$13.7M +$998K +13,309 +8%
MWA
63
MFA Wealth Advisors
Pennsylvania
$13.6M +$202K +2,596 +2%
JIC
64
JRM Investment Counsel
Nebraska
$13.5M -$38.2K -490 -0.3%
WFA
65
WMG Financial Advisors
Tennessee
$13.4M +$689K +8,837 +5%
WAS
66
WESPAC Advisors SoCal
California
$13.1M +$4.29K +55 +0%
KFAA
67
Klaas Financial Asset Advisors
Illinois
$13M +$183K +2,344 +1%
TWD
68
True Wealth Design
Ohio
$13M +$2.36M +30,294 +22%
SC
69
Stephens Consulting
Michigan
$13M +$525K +6,734 +4%
SRC
70
Sage Rhino Capital
California
$12.8M -$145K -1,862 -1%
CWM
71
Concentric Wealth Management
California
$12.2M +$333K +4,274 +3%
FG
72
Foster Group
Iowa
$11.7M +$423K +5,425 +4%
PFO
73
Pathstone Family Office
New Jersey
$11.7M +$1.57M +23,936 +16%
CC
74
Callan Capital
California
$11.7M +$4.31M +55,250 +59%
CPIG
75
Chicago Partners Investment Group
Illinois
$11.3M +$227K +3,063 +2%
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3
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