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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$385M
2
3AM
2
3EDGE Asset Management
Florida
$104M
3
AA
3
Alesco Advisors
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$239M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$62.5M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$312M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$16.2M
3
MWP
3
Meredith Wealth Planning
Illinois
$39.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$66.1M
5
PVI
5
Pine Valley Investments
New Jersey
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$25.6M +$7M +78,838 +38%
CCMI
52
Creative Capital Management Investments
California
$25.6M +$178K +1,979 +0.7%
QHA
53
Quarry Hill Advisors
Minnesota
$25.2M +$837K +9,316 +3%
PAG
54
Private Advisor Group
New Jersey
$24.7M +$1.45M +16,112 +6%
JIC
55
JRM Investment Counsel
Nebraska
$24M +$8.5M +94,628 +55%
SF
56
Symphony Financial
Texas
$22.2M +$4.41M +51,235 +25%
BU
57
Brown University
Rhode Island
$22.1M – – –
RW
58
RVW Wealth
California
$21.8M +$2.39M +26,642 +12%
CFS
59
CGC Financial Services
Oregon
$21.2M +$67.4K +750 +0.3%
BOC
60
Bull Oak Capital
California
$20.5M -$2.72M -30,339 -12%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$20.5M +$19.2M +213,613 +1,466%
CCWM
62
Correct Capital Wealth Management
Missouri
$20.1M +$20.1M +223,584 New
TWD
63
True Wealth Design
Ohio
$19.5M +$4.5M +50,110 +30%
FPGK
64
Financial Partners Group (Kansas)
Kansas
$19M +$2.59M +28,815 +16%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$19M +$7.55M +84,066 +66%
Mariner
66
Mariner
Kansas
$18.6M +$1.34M +14,952 +8%
KCPG
67
Kavar Capital Partners Group
Kansas
$18.4M +$9.86M +109,802 +115%
WFA
68
WMG Financial Advisors
Tennessee
$18.3M +$2.83M +31,560 +18%
MGW
69
MB Generational Wealth
Washington
$17.7M +$17.7M +196,830 New
SP
70
Symmetry Partners
Connecticut
$17.3M +$17.3M +190,433 New
SFG
71
SNS Financial Group
Minnesota
$17.2M +$1.21M +13,425 +8%
CC
72
Callan Capital
California
$16.6M +$3.13M +34,894 +23%
MWM
73
Modern Wealth Management
Kansas
$16.4M +$16.4M +183,062 New
TC
74
TownSquare Capital
Utah
$16.4M +$16.4M +182,203 New
SC
75
Stephens Consulting
Michigan
$16.3M +$1.41M +15,694 +9%
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