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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

261 hedge funds and large institutions have $1.95B invested in Avantis US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
261
Holders Change
+36
Holders Change %
+16%
% of All Funds
4.41%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
0.66%
New
55
Increased
138
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$206M
2
SAM
2
Satovsky Asset Management
New York
$37.8M
3
PL
3
Plancorp LLC
Missouri
$39M
4
PFO
4
Pathstone Family Office
New Jersey
$22.6M
5
Creative Planning
5
Creative Planning
Kansas
$125M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
TI
2
Truepoint Inc
Ohio
$134M
3
WFA
3
Wipfli Financial Advisors
Wisconsin
$72.3M
4
BDWCC
4
B&D White Capital Company
Texas
$13.4M
5
PPW
5
Parcion Private Wealth
Washington
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
101
Apella Capital
Connecticut
$2.28M -$205K -2,998 -8%
GRP
102
Global Retirement Partners
California
$2.28M +$189K +2,772 +9%
SCM
103
Sterneck Capital Management
Missouri
$2.22M -$158K -2,315 -7%
CFO
104
Collective Family Office
Pennsylvania
$2.18M +$209K +3,053 +11%
PWM
105
Perigon Wealth Management
California
$2.11M -$14.4K -210 -0.7%
KWM
106
Kingsview Wealth Management
Oregon
$2.1M +$268K +3,925 +15%
ASN
107
Advisory Services Network
Georgia
$2.06M +$1.25M +18,306 +155%
CM
108
Cornerstone Management
Georgia
$2.03M +$429K +6,273 +27%
NWM
109
Northwest Wealth Management
Iowa
$2M +$1.15M +16,807 +134%
Cerity Partners
110
Cerity Partners
New York
$1.96M -$756K -11,060 -28%
CPA
111
Capital Performance Advisors
California
$1.96M -$40K -585 -2%
CWM
112
Cornerstone Wealth Management
Missouri
$1.95M +$35.1K +513 +2%
NL
113
NWAM LLC
Washington
$1.94M +$561K +8,203 +41%
CFO
114
CVA Family Office
Colorado
$1.94M +$92.3K +1,351 +5%
NCM
115
NCM Capital Management
New Jersey
$1.9M +$934K +13,658 +97%
RA
116
RiverTree Advisors
Florida
$1.85M +$40.6K +594 +2%
GCA
117
Gradient Capital Advisors
California
$1.83M +$28.9K +423 +2%
GVAG
118
Great Valley Advisor Group
Delaware
$1.78M +$1.78M +26,042 New
GSWM
119
Greenup Street Wealth Management
Michigan
$1.77M +$1.77M +25,915 New
VCM
120
Versant Capital Management
Arizona
$1.77M +$2.8K +41 +0.2%
IA
121
IFP Advisors
Florida
$1.73M – – –
RWM
122
Rockwood Wealth Management
Pennsylvania
$1.69M +$1.04M +15,169 +160%
First Manhattan
123
First Manhattan
New York
$1.62M +$169K +2,468 +12%
Renaissance Technologies
124
Renaissance Technologies
New York
$1.5M +$95.7K +1,400 +7%
SEA
125
Stegent Equity Advisors
Texas
$1.49M -$302K -4,423 -17%
3 4
5
6 7