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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

277 hedge funds and large institutions have $2.11B invested in Avantis US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
277
Holders Change
+16
Holders Change %
+6.13%
% of All Funds
4.79%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.71%
New
35
Increased
156
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$86.1M
2
LPL Financial
2
LPL Financial
California
$61.7M
3
Creative Planning
3
Creative Planning
Kansas
$138M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.9M
5
MWM
5
Merriman Wealth Management
Washington
$213M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$4.42M
2
AWM
2
Aprio Wealth Management
Georgia
$3.39M
3
American Century Companies
3
American Century Companies
Missouri
$28.8M
4
BOC
4
Bull Oak Capital
California
$7.95M
5
PL
5
Plancorp LLC
Missouri
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
101
Austin Asset Management
Texas
$2.87M +$279K +4,211 +11%
CWM
102
Castle Wealth Management
Florida
$2.87M +$65.6K +992 +2%
SWP
103
Stratos Wealth Partners
Ohio
$2.86M -$420K -6,342 -13%
W
104
WorthPointe
California
$2.85M +$138K +2,081 +5%
NL
105
NWAM LLC
Washington
$2.74M +$861K +13,018 +46%
GSWM
106
Greenup Street Wealth Management
Michigan
$2.73M +$1.01M +15,289 +59%
CFO
107
CVA Family Office
Colorado
$2.57M +$698K +10,552 +37%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$2.55M +$2.12M +32,101 +494%
WW
109
Waterfront Wealth
Kansas
$2.51M -$92K -1,213 -4%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.49M -$3.32M -50,147 -57%
ASN
111
Advisory Services Network
Georgia
$2.49M +$501K +7,568 +25%
KF
112
Krilogy Financial
Missouri
$2.47M +$130K +1,969 +6%
ACA
113
Aspire Capital Advisors
Washington
$2.47M +$40.4K +610 +2%
SHFA
114
SC&H Financial Advisors
Maryland
$2.41M -$1.13M -17,026 -32%
SCM
115
Sterneck Capital Management
Missouri
$2.38M +$238K +3,605 +11%
CM
116
Cornerstone Management
Georgia
$2.34M +$373K +5,632 +19%
NCM
117
NCM Capital Management
New Jersey
$2.3M +$463K +7,004 +25%
AC
118
Apella Capital
Connecticut
$2.29M +$79.4K +1,201 +4%
KWM
119
Kingsview Wealth Management
Oregon
$2.18M +$149K +2,250 +7%
CFO
120
Collective Family Office
Pennsylvania
$2.12M +$17.7K +267 +0.8%
PWM
121
Perigon Wealth Management
California
$2.03M -$12.8K -193 -0.6%
CPA
122
Capital Performance Advisors
California
$2.03M +$136K +2,049 +7%
SSW
123
Stone Summit Wealth
Florida
$2.02M +$613K +9,266 +43%
RA
124
RiverTree Advisors
Florida
$2.02M +$228K +3,454 +13%
EFL
125
ERn Financial LLC
Wisconsin
$2M -$349K -5,269 -15%
3 4
5
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