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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

277 hedge funds and large institutions have $2.11B invested in Avantis US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
277
Holders Change
+16
Holders Change %
+6.13%
% of All Funds
4.79%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.71%
New
35
Increased
156
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$86.1M
2
LPL Financial
2
LPL Financial
California
$61.7M
3
Creative Planning
3
Creative Planning
Kansas
$138M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.9M
5
MWM
5
Merriman Wealth Management
Washington
$213M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$4.42M
2
AWM
2
Aprio Wealth Management
Georgia
$3.39M
3
American Century Companies
3
American Century Companies
Missouri
$28.8M
4
BOC
4
Bull Oak Capital
California
$7.95M
5
PL
5
Plancorp LLC
Missouri
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
ARQ Wealth Advisors
Arizona
$5.1M +$355K +5,370 +7%
IA
77
IAM Advisory
Pennsylvania
$5.03M -$975K -14,740 -16%
SPC
78
Sigma Planning Corp
Michigan
$4.79M +$267K +4,033 +6%
WCA
79
Waypoint Capital Advisors
Minnesota
$4.73M +$471K +7,114 +11%
CA
80
Continuum Advisory
Idaho
$4.62M +$4.62M +69,812 New
MML Investors Services
81
MML Investors Services
Massachusetts
$4.49M +$1.15M +17,387 +34%
PFO
82
Pathstone Family Office
New Jersey
$4.42M -$17.4M -263,797 -80%
MWM
83
Mattern Wealth Management
Kansas
$4.36M -$167K -2,527 -4%
GWM
84
Greenwich Wealth Management
Connecticut
$4.08M +$1,000K +15,120 +32%
VWA
85
V Wealth Advisors
Kansas
$3.94M +$834K +12,612 +27%
IFS
86
Intelligent Financial Strategies
Minnesota
$3.84M -$1M -15,170 -21%
CPA
87
Cardiff Park Advisors
California
$3.82M -$2.43M -36,713 -39%
CG
88
Clarus Group
Texas
$3.8M +$3.8M +57,380 New
IWM
89
IHT Wealth Management
Illinois
$3.74M +$961K +14,528 +35%
FF
90
Financial Futures
New Jersey
$3.62M +$739K +11,181 +26%
WCWM
91
Willow Creek Wealth Management
California
$3.57M +$3.57M +53,910 New
PCM
92
Passive Capital Management
Maryland
$3.49M +$12.8K +194 +0.4%
AWM
93
Aprio Wealth Management
Georgia
$3.39M -$13.7M -207,739 -80%
SWM
94
Soundmark Wealth Management
Washington
$3.37M -$188K -2,849 -5%
SWA
95
Sax Wealth Advisors
New Jersey
$3.35M +$969K +14,653 +41%
BAM
96
Bayshore Asset Management
Florida
$3.32M +$226K +3,422 +7%
FWI
97
Facet Wealth Inc
Maryland
$3.23M +$362K +4,700 +13%
MHB
98
Midwest Heritage Bank
Iowa
$3.18M -$549K -8,299 -15%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$3.14M +$3.14M +47,394 New
SWM
100
SFG Wealth Management
Maryland
$2.97M +$469K +7,093 +19%
2 3
4
5 6