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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M

Top Buyers

1
LGWM
1
Litman Gregory Wealth Management
California
$45.2M
2
LPL Financial
2
LPL Financial
California
$138M
3
Bank of America
3
Bank of America
North Carolina
$59M
4
KF
4
Krilogy Financial
Missouri
$22.6M
5
MIAS
5
Mason Investment Advisory Services
Virginia
$193M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$299M
2
MWM
2
Merriman Wealth Management
Washington
$251M
3
HCA
3
Heck Capital Advisors
Wisconsin
$405K
4
IWM
4
IHT Wealth Management
Illinois
$7.52M
5
SPIA
5
Steward Partners Investment Advisory
New York
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$9.13M +$482K +6,503 +6%
AC
77
Avestar Capital
New York
$9.08M -$114K -1,536 -1%
TWP
78
Tower Wealth Partners
Pennsylvania
$8.84M +$101K +1,368 +1%
WI
79
WJ Interests
Texas
$8.8M +$8.8M +118,931 New
GVAG
80
Great Valley Advisor Group
Delaware
$8.74M -$148 -2 -0%
CPWA
81
Cerro Pacific Wealth Advisors
California
$8.69M +$2.32M +31,329 +36%
Mariner
82
Mariner
Kansas
$8.56M +$561K +7,574 +7%
QFA
83
Quantum Financial Advisors
California
$8.52M -$192K -2,590 -2%
OPWM
84
Oakwell Private Wealth Management
Texas
$8.3M +$395K +5,327 +5%
ICM
85
Islay Capital Management
Texas
$8.04M +$8.04M +108,519 New
GPWA
86
Great Point Wealth Advisors
Massachusetts
$7.91M +$220K +2,965 +3%
RW
87
Regimen Wealth
Georgia
$7.88M -$548K -7,144 -6%
RA
88
RiverTree Advisors
Florida
$7.85M +$546K +7,375 +7%
PSCM
89
Per Stirling Capital Management
Texas
$7.75M -$1.03M -13,867 -12%
SB
90
Strategic Blueprint
Georgia
$7.65M +$248K +3,347 +3%
AA
91
Aire Advisors
California
$7.64M +$7.64M +102,835 New
HNWA
92
Henrickson Nauta Wealth Advisors
Michigan
$7.61M -$29.4K -397 -0.4%
IWM
93
IHT Wealth Management
Illinois
$7.52M -$12M -162,451 -62%
WA
94
Wealth Architects
California
$7.23M +$579K +7,817 +9%
SHWM
95
Silicon Hills Wealth Management
Texas
$7.09M -$13.5K -182 -0.2%
OCG
96
Opus Capital Group
Ohio
$6.99M +$6.99M +94,370 New
TWD
97
True Wealth Design
Ohio
$6.93M +$719K +9,705 +12%
DA
98
Drake & Associates
Wisconsin
$6.87M +$234K +3,153 +4%
SA
99
Stewardship Advisors
Pennsylvania
$6.83M +$6.15M +82,978 +904%
HPIA
100
Hamilton Point Investment Advisors
North Carolina
$6.82M +$6.82M +92,154 New
2 3
4
5 6