AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$385M
2
3AM
2
3EDGE Asset Management
Florida
$104M
3
AA
3
Alesco Advisors
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$239M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$62.5M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$312M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$16.2M
3
MWP
3
Meredith Wealth Planning
Illinois
$39.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$66.1M
5
PVI
5
Pine Valley Investments
New Jersey
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
76
Tarbox Family Office
California
$16.2M +$5.68M +63,286 +54%
Osaic Holdings
77
Osaic Holdings
Arizona
$16.2M -$7.69M -85,639 -32%
MWA
78
MFA Wealth Advisors
Pennsylvania
$15.8M +$166K +1,854 +1%
FIC
79
Family Investment Center
Missouri
$15.7M +$7.07M +78,681 +82%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$15.6M +$15.6M +173,285 New
GT
81
Glenview Trust
Kentucky
$15.5M +$2.8M +31,233 +22%
KFAA
82
Klaas Financial Asset Advisors
Illinois
$15.1M +$74.3K +827 +0.5%
AC
83
Adroit Compliance
$15.1M +$15.1M +167,907 New
LAM
84
Lifestyle Asset Management
Texas
$14.9M +$14.9M +165,413 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$14.4M +$2.78M +30,917 +24%
SRC
86
Sage Rhino Capital
California
$14.3M -$500K -5,568 -3%
CWM
87
Concentric Wealth Management
California
$14.2M +$60K +668 +0.4%
EWM
88
Empirical Wealth Management
Washington
$13.9M +$3.01M +33,498 +28%
WAS
89
WESPAC Advisors SoCal
California
$13.8M -$1.29M -14,310 -9%
CPIG
90
Chicago Partners Investment Group
Illinois
$13.6M +$244K +2,781 +2%
EWS
91
Eagle Wealth Strategies
New Jersey
$13.6M +$13.6M +151,312 New
FFM
92
Flagstone Financial Management
Nebraska
$13.3M +$358K +3,990 +3%
OPWM
93
Oakwell Private Wealth Management
Texas
$13.2M +$1.17M +13,032 +10%
KPWS
94
Kestra Private Wealth Services
Texas
$13.2M +$1.46M +16,286 +12%
MAA
95
Mraz Amerine & Associates
California
$13.1M +$50K +557 +0.4%
WAM
96
Wallington Asset Management
Indiana
$13.1M +$36.8K +410 +0.3%
OS
97
Objectivity Squared
South Carolina
$13.1M +$13.1M +145,528 New
WA
98
Wealth Architects
California
$13.1M +$615K +6,848 +5%
DOA
99
D'Orazio & Associates
Virginia
$13.1M +$9.36M +104,238 +254%
PA
100
Paragon Advisors
Texas
$12.9M +$9.62M +107,179 +298%
2 3
4
5 6