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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

133 hedge funds and large institutions have $981M invested in Avantis US Small Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
2.34%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
29
Increased
76
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Truepoint Inc
Ohio
$152M
2
Creative Planning
2
Creative Planning
Kansas
$70M
3
MWM
3
Merriman Wealth Management
Washington
$94.6M
4
SAM
4
Synergy Asset Management
Washington
$12.6M
5
VWM
5
Venturi Wealth Management
Texas
$8.53M

Top Sellers

1
UA
1
Unison Advisors
District of Columbia
$106M
2
IC
2
Innealta Capital
Texas
$2.02M
3
RJA
3
Raymond James & Associates
Florida
$784K
4
Jane Street
4
Jane Street
New York
$1.84M
5
CCM
5
Coldstream Capital Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
101
Liberty Wealth Management
California
$268K +$378 +5 +0.1%
CW
102
CreativeOne Wealth
Kansas
$248K -$181K -2,391 -42%
WIC
103
Whitegate Investment Counselors
New Hampshire
$246K +$1.13K +15 +0.5%
RJT
104
Raymond James Trust
Florida
$240K – – –
USCWA
105
U.S. Capital Wealth Advisors
Texas
$231K +$231K +3,061 New
ONB
106
Old National Bancorp
Indiana
$229K – – –
BFEC
107
Benjamin F. Edwards & Company
Missouri
$211K +$10K +133 +5%
ASN
108
Advisory Services Network
Georgia
$211K +$52.9K +699 +33%
SF
109
Synovus Financial
Georgia
$201K -$86.5K -1,142 -30%
JFA
110
JNBA Financial Advisors
Minnesota
$144K +$144K +1,898 New
LAS
111
Lloyd Advisory Services
Georgia
$107K +$11.2K +149 +12%
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$107K +$107K +1,410 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$101K +$18.2K +242 +22%
Bank of America
114
Bank of America
North Carolina
$101K +$101K +1,337 New
HI
115
Harbour Investments
Wisconsin
$86K +$5.49K +73 +7%
SW
116
SVB Wealth
Massachusetts
$82K – – –
IF
117
Ironwood Financial
Arizona
$67K +$28.3K +374 +73%
CFGS
118
Concourse Financial Group Securities
Alabama
$50K +$50K +658 New
AFS
119
Annapolis Financial Services
Maryland
$42K +$12.7K +168 +43%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$38K +$22.2K +295 +140%
US Bancorp
121
US Bancorp
Minnesota
$36K +$36K +487 New
WPA
122
West Paces Advisors
Georgia
$22.7K – – –
S
123
SignatureFD
Georgia
$18K +$18K +244 New
SWM
124
Spire Wealth Management
Virginia
$8K – – –
BWP
125
Baldwin Wealth Partners
Massachusetts
$8K – – –
2 3 4
5
6