AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

418 hedge funds and large institutions have $4.09B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 245 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.59%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.06%
New
51
Increased
245
Reduced
98
Closed
31
Calls
$698K
Puts
$31M
Net Calls
-$30.3M
Net Calls Change
-$3.23M

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$120M
2
Creative Planning
2
Creative Planning
Kansas
$337M
3
BU
3
Brown University
Rhode Island
$19.1M
4
MIAS
4
Mason Investment Advisory Services
Virginia
$219M
5
WA
5
Waverly Advisors
Alabama
$40.2M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.72M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
4
Avestar Capital
New York
$0
5
BDWCC
5
B&D White Capital Company
Texas
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
EP Wealth Advisors
California
$10.3M +$9.64M +2,161,792 +1,564%
OCG
77
Opus Capital Group
Ohio
$10.2M +$2.89M +37,247 +39%
TWP
78
Tower Wealth Partners
Pennsylvania
$9.93M +$671K +8,648 +7%
OPWM
79
Oakwell Private Wealth Management
Texas
$9.89M +$1.2M +15,445 +14%
RCG
80
Regatta Capital Group
California
$9.86M +$3.56M +45,830 +56%
AA
81
Aire Advisors
California
$9.71M +$1.68M +21,515 +21%
WA
82
Wealth Architects
California
$9.65M +$2.07M +26,731 +27%
WI
83
WJ Interests
Texas
$9.47M -$249K -3,050 -3%
PA
84
Paragon Advisors
Texas
$9.4M +$9.4M +121,171 New
SYBT
85
Stock Yards Bank & Trust
Kentucky
$9.25M -$569K -7,337 -6%
GPWA
86
Great Point Wealth Advisors
Massachusetts
$9.23M +$938K +12,090 +11%
NL
87
NWAM LLC
Washington
$9.18M +$8.68M +111,825 +1,728%
RW
88
Regimen Wealth
Georgia
$8.5M +$525K +6,766 +7%
GVAG
89
Great Valley Advisor Group
Delaware
$8.47M -$690K -8,896 -8%
BDWCC
90
B&D White Capital Company
Texas
$8.13M -$7.93M -102,217 -49%
AFGAS
91
Allegiance Financial Group Advisory Services
Virginia
$8.09M +$2.21M +28,469 +38%
AWA
92
ARQ Wealth Advisors
Arizona
$8.06M +$1.53M +19,764 +23%
SHWM
93
Silicon Hills Wealth Management
Texas
$8.06M +$629K +8,101 +8%
AAM
94
Austin Asset Management
Texas
$8.05M +$1.98M +25,465 +33%
VWM
95
Venturi Wealth Management
Texas
$8.05M -$5.1M -65,651 -39%
SB
96
Strategic Blueprint
Georgia
$7.97M -$50.4K -650 -0.6%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$7.96M +$1.55M +19,995 +24%
HNWA
98
Henrickson Nauta Wealth Advisors
Michigan
$7.95M -$25K -322 -0.3%
KPWS
99
Kestra Private Wealth Services
Texas
$7.91M +$1.75M +22,562 +28%
AF
100
Allworth Financial
California
$7.86M -$3.73M -48,077 -32%
2 3
4
5 6