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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

112 hedge funds and large institutions have $836M invested in Avantis US Small Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
112
Holders Change
+34
Holders Change %
+43.59%
% of All Funds
1.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
39
Increased
52
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFA
1
Wipfli Financial Advisors
Wisconsin
$70.6M
2
TI
2
Truepoint Inc
Ohio
$59.2M
3
TWA
3
TCI Wealth Advisors
Arizona
$33.1M
4
Creative Planning
4
Creative Planning
Kansas
$49.9M
5
AF
5
Allworth Financial
California
$17.1M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$0
2
SAM
2
Synergy Asset Management
Washington
$243K
3
OMC
3
Old Mission Capital
Illinois
$2.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.32M
5
SWM
5
Soundmark Wealth Management
Washington
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
76
Hochman Cole Investment Advisors
Illinois
$310K +$310K +4,080 New
MA
77
Mutual Advisors
Nebraska
$305K -$45.2K -594 -13%
IC
78
IEQ Capital
California
$304K +$304K +4,000 New
SF
79
Synovus Financial
Georgia
$288K +$455 +6 +0.2%
OC
80
Oppenheimer & Co
New York
$272K -$55.4K -728 -17%
LWM
81
Liberty Wealth Management
California
$269K +$269K +3,543 New
CAMG
82
CWA Asset Management Group
Florida
$256K +$256K +3,326 New
SPC
83
Sigma Planning Corp
Michigan
$256K +$256K +3,362 New
SCM
84
SOL Capital Management
Maryland
$252K +$252K +3,319 New
WIC
85
Whitegate Investment Counselors
New Hampshire
$246K +$246K +3,240 New
SAM
86
Synergy Asset Management
Washington
$243K -$3.05M -40,198 -93%
RJT
87
Raymond James Trust
Florida
$241K – – –
ECM
88
ExodusPoint Capital Management
New York
$240K +$240K +3,160 New
PCM
89
Penserra Capital Management
California
$230K -$573K -7,564 -71%
ONB
90
Old National Bancorp
Indiana
$230K – – –
UR
91
USCA RIA
Texas
$228K +$228K +3,000 New
JPLA
92
Joseph P. Lucia & Associates
New York
$214K +$214K +2,821 New
BOS
93
Bingham Osborn & Scarborough
California
$213K +$213K +2,808 New
BFEC
94
Benjamin F. Edwards & Company
Missouri
$202K +$202K +2,664 New
ASN
95
Advisory Services Network
Georgia
$159K +$159K +2,088 New
TIM
96
Tortoise Investment Management
New York
$98K +$76K +1,000 +345%
LAS
97
Lloyd Advisory Services
Georgia
$97K +$28.8K +377 +42%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$83K +$18.7K +248 +29%
SW
99
SVB Wealth
Massachusetts
$83K +$83K +1,096 New
HI
100
Harbour Investments
Wisconsin
$81K +$81K +1,070 New
1 2 3
4
5