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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

133 hedge funds and large institutions have $981M invested in Avantis US Small Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
2.34%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
29
Increased
76
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Truepoint Inc
Ohio
$152M
2
Creative Planning
2
Creative Planning
Kansas
$70M
3
MWM
3
Merriman Wealth Management
Washington
$94.6M
4
SAM
4
Synergy Asset Management
Washington
$12.6M
5
VWM
5
Venturi Wealth Management
Texas
$8.53M

Top Sellers

1
UA
1
Unison Advisors
District of Columbia
$106M
2
IC
2
Innealta Capital
Texas
$2.02M
3
RJA
3
Raymond James & Associates
Florida
$784K
4
Jane Street
4
Jane Street
New York
$1.84M
5
CCM
5
Coldstream Capital Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
76
Betterment LLC
New York
$768K +$768K +10,160 New
UWM
77
USAdvisors Wealth Management
Minnesota
$732K -$41.1K -544 -5%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$706K +$706K +9,336 New
KA
79
Klingman & Associates
New York
$686K +$756 +10 +0.1%
NWM
80
Northwest Wealth Management
Iowa
$672K +$129K +1,709 +24%
BOS
81
Bingham Osborn & Scarborough
California
$640K +$428K +5,658 +201%
TIM
82
Tortoise Investment Management
New York
$567K +$469K +6,207 +481%
HA
83
HYA Advisors
Missouri
$544K +$544K +6,996 New
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$527K +$46.7K +618 +10%
T
85
TRUADVICE
Florida
$526K -$330K -3,934 -39%
SCM
86
SOL Capital Management
Maryland
$512K +$261K +3,446 +104%
SPC
87
Sigma Planning Corp
Michigan
$507K +$253K +3,347 +100%
FNBSF
88
First National Bank Sioux Falls
South Dakota
$463K +$463K +6,122 New
CPWM
89
Cardinal Point Wealth Management
California
$439K -$83.3K -1,100 -16%
WP
90
WMS Partners
Maryland
$407K +$9.99K +132 +3%
CAMG
91
CWA Asset Management Group
Florida
$379K +$128K +1,691 +51%
IWC
92
Integrated Wealth Concepts
Massachusetts
$348K +$19.8K +262 +6%
PCA
93
Personal Capital Advisors
California
$345K +$345K +4,565 New
AAS
94
Avantax Advisory Services
Texas
$317K +$317K +4,220 New
IC
95
IEQ Capital
California
$302K – – –
Goldman Sachs
96
Goldman Sachs
New York
$302K +$302K +4,000 New
Stifel Financial
97
Stifel Financial
Missouri
$296K +$296K +3,914 New
JPLA
98
Joseph P. Lucia & Associates
New York
$289K +$75.4K +995 +35%
HA
99
Herold Advisors
New York
$286K +$286K +3,785 New
OC
100
Oppenheimer & Co
New York
$270K – – –
2 3
4
5 6