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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

261 hedge funds and large institutions have $1.95B invested in Avantis US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
261
Holders Change
+36
Holders Change %
+16%
% of All Funds
4.41%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
0.66%
New
55
Increased
138
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$206M
2
SAM
2
Satovsky Asset Management
New York
$37.8M
3
PL
3
Plancorp LLC
Missouri
$39M
4
PFO
4
Pathstone Family Office
New Jersey
$22.6M
5
Creative Planning
5
Creative Planning
Kansas
$125M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
TI
2
Truepoint Inc
Ohio
$134M
3
WFA
3
Wipfli Financial Advisors
Wisconsin
$72.3M
4
BDWCC
4
B&D White Capital Company
Texas
$13.4M
5
PPW
5
Parcion Private Wealth
Washington
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHB
76
Midwest Heritage Bank
Iowa
$3.85M -$2.67K -39 -0.1%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$3.85M +$833K +12,056 +28%
SWM
78
Soundmark Wealth Management
Washington
$3.68M +$652K +9,534 +22%
SHFA
79
SC&H Financial Advisors
Maryland
$3.65M +$256K +3,752 +8%
PCM
80
Passive Capital Management
Maryland
$3.6M +$78K +1,141 +2%
GPWA
81
Great Point Wealth Advisors
Massachusetts
$3.5M -$3.37M -49,361 -49%
MML Investors Services
82
MML Investors Services
Massachusetts
$3.45M +$227K +3,314 +7%
SWP
83
Stratos Wealth Partners
Ohio
$3.39M +$1.12M +16,371 +49%
VWA
84
V Wealth Advisors
Kansas
$3.21M +$427K +6,247 +15%
BAM
85
Bayshore Asset Management
Florida
$3.19M +$1.45M +21,201 +83%
GWM
86
Greenwich Wealth Management
Connecticut
$3.19M +$549K +8,032 +21%
FF
87
Financial Futures
New Jersey
$2.98M +$2.98M +43,615 New
CWM
88
Castle Wealth Management
Florida
$2.9M +$2.9M +42,394 New
IWM
89
IHT Wealth Management
Illinois
$2.88M -$119K -1,744 -4%
W
90
WorthPointe
California
$2.81M +$170K +2,486 +6%
AAM
91
Austin Asset Management
Texas
$2.68M +$146K +2,136 +6%
Wells Fargo
92
Wells Fargo
California
$2.63M +$2.62M +38,389 +3,838,900%
SWM
93
SFG Wealth Management
Maryland
$2.59M +$1.1M +16,043 +74%
FWI
94
Facet Wealth Inc
Maryland
$2.54M +$2.33M +34,037 +1,075%
ACA
95
Aspire Capital Advisors
Washington
$2.51M +$34.6K +506 +1%
SWA
96
Sax Wealth Advisors
New Jersey
$2.46M +$1.41M +20,702 +135%
EFL
97
ERn Financial LLC
Wisconsin
$2.42M +$2.42M +35,431 New
KF
98
Krilogy Financial
Missouri
$2.42M +$388K +5,671 +19%
WW
99
Waterfront Wealth
Kansas
$2.34M -$13.9K -204 -0.6%
HF
100
HRT Financial
New York
$2.29M +$1.41M +20,657 +161%
2 3
4
5 6