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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

448 hedge funds and large institutions have $4.55B invested in Avantis US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 263 increasing their positions, 101 reducing their positions, and 15 closing their positions.

Holders
448
Holders Change
+30
Holders Change %
+7.18%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.18%
New
47
Increased
263
Reduced
101
Closed
15
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
+$29.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
OFG
2
Oxford Financial Group
Indiana
$53.3M
3
LPL Financial
3
LPL Financial
California
$167M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$25.3M
5
Bank of America
5
Bank of America
North Carolina
$72.1M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$10.3M
2
AAS
2
Annex Advisory Services
Wisconsin
$80.6M
3
MIAS
3
Mason Investment Advisory Services
Virginia
$213M
4
EK
4
Evensky & Katz
Florida
$69.2M
5
PA
5
Paragon Advisors
Texas
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Wallington Asset Management
Indiana
$11.3M +$126K +1,610 +1%
MAA
77
Mraz Amerine & Associates
California
$11.3M -$37.8K -485 -0.3%
FFM
78
Flagstone Financial Management
Nebraska
$11.3M +$408K +5,234 +4%
GT
79
Glenview Trust
Kentucky
$11.1M +$4.43M +56,785 +67%
WA
80
Wealth Architects
California
$10.8M +$1.11M +14,214 +11%
AA
81
Aire Advisors
California
$10.8M +$1.07M +13,770 +11%
OCG
82
Opus Capital Group
Ohio
$10.5M +$228K +2,928 +2%
OPWM
83
Oakwell Private Wealth Management
Texas
$10.5M +$514K +6,595 +5%
EWA
84
EP Wealth Advisors
California
$10.3M -$169M -2,168,487 -94%
KPWS
85
Kestra Private Wealth Services
Texas
$10.2M +$2.23M +28,592 +28%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$9.94M +127,558 +7,306%
TWP
87
Tower Wealth Partners
Pennsylvania
$10M +$36.5K +468 +0.4%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$9.95M +$1.96M +25,201 +25%
RCG
89
Regatta Capital Group
California
$9.94M +$39.6K +508 +0.4%
GPWA
90
Great Point Wealth Advisors
Massachusetts
$9.54M +$276K +3,544 +3%
SWM
91
SFG Wealth Management
Maryland
$9.47M +$2.44M +31,248 +35%
EWM
92
Empirical Wealth Management
Washington
$9.41M +$3.13M +40,122 +50%
IWS
93
Insight Wealth Strategies
California
$9.4M +$9.4M +120,624 New
WWA
94
WCG Wealth Advisors
Nevada
$9.23M +$9.23M +118,374 New
TFO
95
Tarbox Family Office
California
$9.15M +$6.67M +85,616 +269%
OPS
96
Orion Portfolio Solutions
Nebraska
$9.02M -$1.78M -22,854 -16%
BCI
97
Brinker Capital Investments
Pennsylvania
$9.02M -$1.78M -22,854 -16%
AAM
98
Austin Asset Management
Texas
$8.82M +$730K +9,363 +9%
AFGAS
99
Allegiance Financial Group Advisory Services
Virginia
$8.8M +$671K +8,613 +8%
VWM
100
Venturi Wealth Management
Texas
$8.67M +$591K +7,582 +7%
2 3
4
5 6