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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

358 hedge funds and large institutions have $3.3B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 57 reducing their positions, and 7 closing their positions.

Holders
358
Holders Change
+81
Holders Change %
+29.24%
% of All Funds
5.78%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.11%
New
98
Increased
180
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$355M
2
EK
2
Evensky & Katz
Florida
$61.6M
3
LPL Financial
3
LPL Financial
California
$98.9M
4
MWM
4
Merriman Wealth Management
Washington
$269M
5
Wells Fargo
5
Wells Fargo
California
$34.7M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$24.1M
2
PPW
2
Parcion Private Wealth
Washington
$32.6M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$6.62M
4
CPA
4
Cardiff Park Advisors
California
$2.51M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
76
Tower Wealth Partners
Pennsylvania
$8.79M +$194K +2,607 +2%
QFA
77
Quantum Financial Advisors
California
$8.76M +$1.08M +14,533 +14%
SPC
78
Sigma Planning Corp
Michigan
$8.7M +$3.31M +44,449 +61%
FG
79
Foster Group
Iowa
$8.5M +$188K +2,518 +2%
RW
80
Regimen Wealth
Georgia
$8.16M +$8.16M +109,919 New
FFM
81
Flagstone Financial Management
Nebraska
$8.13M +$8.13M +109,128 New
Mariner
82
Mariner
Kansas
$8.05M +$7M +93,969 +669%
OPWM
83
Oakwell Private Wealth Management
Texas
$7.95M +$345K +4,626 +5%
GPWA
84
Great Point Wealth Advisors
Massachusetts
$7.74M +$1.29M +17,334 +20%
HNWA
85
Henrickson Nauta Wealth Advisors
Michigan
$7.69M +$130K +1,741 +2%
SB
86
Strategic Blueprint
Georgia
$7.45M +$939K +12,597 +14%
WAS
87
WESPAC Advisors SoCal
California
$7.42M +$7.42M +99,605 New
AAS
88
Ameritas Advisory Services
Nebraska
$7.35M +$7.35M +98,700 New
RA
89
RiverTree Advisors
Florida
$7.35M +$5.07M +68,077 +223%
WFA
90
WMG Financial Advisors
Tennessee
$7.2M +$400K +5,371 +6%
MML Investors Services
91
MML Investors Services
Massachusetts
$7.18M +$2.12M +28,417 +42%
CL
92
COWA LLC
Oklahoma
$7.16M -$326K -4,353 -4%
SHWM
93
Silicon Hills Wealth Management
Texas
$7.15M +$399K +5,354 +6%
WA
94
Wealth Architects
California
$6.69M -$84.3K -1,131 -1%
DA
95
Drake & Associates
Wisconsin
$6.68M +$6.68M +89,642 New
FPAS
96
Focus Partners Advisor Solutions
Missouri
$6.62M -$3.89M -52,161 -37%
HFA
97
Highland Financial Advisors
New Jersey
$6.57M +$29.6K +397 +0.5%
AR
98
Apeiron RIA
Texas
$6.54M +$167K +2,242 +3%
RA
99
RFG Advisory
Alabama
$6.48M +$425K +5,069 +7%
CPWA
100
Cerro Pacific Wealth Advisors
California
$6.41M +$51.6K +693 +0.8%
2 3
4
5 6