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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

194 hedge funds and large institutions have $1.47B invested in Avantis US Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 86 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
194
Holders Change
+61
Holders Change %
+45.86%
% of All Funds
3%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.34%
New
74
Increased
86
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAS
1
Mason Investment Advisory Services
Virginia
$173M
2
AAS
2
Annex Advisory Services
Wisconsin
$47.9M
3
PPW
3
Parcion Private Wealth
Washington
$39.6M
4
Creative Planning
4
Creative Planning
Kansas
$98.2M
5
EVM
5
Eaton Vance Management
Massachusetts
$21.2M

Top Sellers

1
UA
1
Unison Advisors
District of Columbia
$71.6M
2
SWM
2
Soundmark Wealth Management
Washington
$3.25M
3
SAM
3
Synergy Asset Management
Washington
$206K
4
AF
4
Allworth Financial
California
$13M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$990K
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
101
Journey Strategic Wealth
New Jersey
$897K +$897K +11,254 New
HA
102
HYA Advisors
Missouri
$892K +$334K +4,192 +60%
LFA
103
Lauterbach Financial Advisors
Texas
$875K +$875K +10,976 New
NCM
104
NCM Capital Management
New Jersey
$836K +$836K +10,490 New
UWM
105
USAdvisors Wealth Management
Minnesota
$821K +$48.4K +607 +6%
SCM
106
SOL Capital Management
Maryland
$772K +$233K +2,920 +43%
NWM
107
Northwest Wealth Management
Iowa
$750K +$40.8K +512 +6%
RWM
108
Rockwood Wealth Management
Pennsylvania
$749K +$749K +9,395 New
AAS
109
Avantax Advisory Services
Texas
$739K +$402K +5,042 +119%
KA
110
Klingman & Associates
New York
$727K +$3.67K +46 +0.5%
TIM
111
Tortoise Investment Management
New York
$701K +$103K +1,295 +17%
EWA
112
EverSource Wealth Advisors
Alabama
$689K +$689K +8,639 New
SPC
113
Sigma Planning Corp
Michigan
$657K +$122K +1,531 +23%
FNBSF
114
First National Bank Sioux Falls
South Dakota
$632K +$144K +1,809 +30%
SB
115
Strategic Blueprint
Georgia
$600K +$600K +7,523 New
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$568K +$12.5K +157 +2%
JFA
117
JNBA Financial Advisors
Minnesota
$566K +$415K +5,203 +274%
T
118
TRUADVICE
Florida
$557K +$62.3K +790 +13%
PWA
119
PCG Wealth Advisors
Kansas
$552K +$552K +7,055 New
AFG
120
Albion Financial Group
Utah
$536K +$536K +6,724 New
TFA
121
Triad Financial Advisors
North Carolina
$526K +$526K +6,597 New
CPWMP
122
Cardinal Point Wealth Management Partners
California
$496K +$496K +6,225 New
PAS
123
Park Avenue Securities
New York
$494K +$494K +6,197 New
USCWA
124
U.S. Capital Wealth Advisors
Texas
$488K +$244K +3,057 +100%
KF
125
Krilogy Financial
Missouri
$480K +$480K +6,015 New
3 4
5
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