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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

225 hedge funds and large institutions have $1.75B invested in Avantis US Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 9 closing their positions.

Holders
225
Holders Change
+31
Holders Change %
+15.98%
% of All Funds
3.56%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.49%
New
42
Increased
121
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$47.2M
2
Creative Planning
2
Creative Planning
Kansas
$123M
3
LPL Financial
3
LPL Financial
California
$42.9M
4
HIGP
4
Hill Investment Group Partners
Missouri
$18.4M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$11.3M

Top Sellers

1
SA
1
Stewardship Advisors
Pennsylvania
$1.33M
2
VWM
2
Venturi Wealth Management
Texas
$243K
3
WFA
3
Websterrogers Financial Advisors
South Carolina
$703K
4
FWI
4
Facet Wealth Inc
Maryland
$253K
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$5.89M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
76
Austin Asset Management
Texas
$2.96M 37,072 +7,530 +25%
AC
77
Apella Capital
Connecticut
$2.91M 36,378 +4,330 +14%
ACA
78
Aspire Capital Advisors
Washington
$2.89M 36,163 +36,163 New
Osaic Holdings
79
Osaic Holdings
Arizona
$2.78M 34,694 +7,594 +28%
SCM
80
Sterneck Capital Management
Missouri
$2.77M 34,726 -2,614 -7%
WW
81
Waterfront Wealth
Kansas
$2.67M 34,475 +688 +2%
SWP
82
Stratos Wealth Partners
Ohio
$2.65M 33,190 -13,031 -28%
PWM
83
Perigon Wealth Management
California
$2.48M 31,105 +3,023 +11%
KF
84
Krilogy Financial
Missouri
$2.37M 29,714 +23,699 +394%
CPA
85
Capital Performance Advisors
California
$2.33M 29,209 +2,395 +9%
CFO
86
Collective Family Office
Pennsylvania
$2.3M 28,769 +28,769 New
GRP
87
Global Retirement Partners
California
$2.25M 30,567 +30,567 New
CWM
88
Cornerstone Wealth Management
Missouri
$2.23M 27,944 +8,946 +47%
CFO
89
CVA Family Office
Colorado
$2.15M 26,960 +22,885 +562%
KWM
90
Kingsview Wealth Management
Oregon
$2.14M 26,787 +8,212 +44%
RA
91
RiverTree Advisors
Florida
$2.12M 26,482 +26,482 New
GCA
92
Gradient Capital Advisors
California
$2.1M 26,352 +733 +3%
SEA
93
Stegent Equity Advisors
Texas
$2.09M 26,221 -7,803 -23%
VCM
94
Versant Capital Management
Arizona
$2.06M 25,823 +129 +0.5%
BAM
95
Bayshore Asset Management
Florida
$2.04M 25,522 +21,177 +487%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$1.91M 23,922 +17,804 +291%
CM
97
Cornerstone Management
Georgia
$1.88M 23,491 -597 -2%
SPIA
98
Steward Partners Investment Advisory
New York
$1.82M 22,803 +4,220 +23%
SWM
99
SFG Wealth Management
Maryland
$1.74M 21,818 +16,780 +333%
GWA
100
GGM Wealth Advisors
Maryland
$1.74M 21,440 +8,305 +63%
2 3
4
5 6