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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

358 hedge funds and large institutions have $3.3B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+81
Holders Change %
+29.24%
% of All Funds
5.78%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.11%
New
98
Increased
180
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$355M
2
EK
2
Evensky & Katz
Florida
$61.6M
3
LPL Financial
3
LPL Financial
California
$98.9M
4
MWM
4
Merriman Wealth Management
Washington
$269M
5
Wells Fargo
5
Wells Fargo
California
$34.7M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$24.1M
2
PPW
2
Parcion Private Wealth
Washington
$32.6M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$6.62M
4
CPA
4
Cardiff Park Advisors
California
$2.51M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
101
HUB Investment Partners
Texas
$6.33M +$277K +3,711 +5%
TWD
102
True Wealth Design
Ohio
$6.25M +$6.25M +83,874 New
TCPWM
103
Traverso Chambers Private Wealth Management
California
$6.24M -$207K -2,783 -3%
RCG
104
Regatta Capital Group
California
$6.05M +$6.05M +81,234 New
BIP
105
Blue Investment Partners
California
$5.97M +$5.97M +80,145 New
AWA
106
ARQ Wealth Advisors
Arizona
$5.94M +$198K +2,658 +3%
JWM
107
Jackson Wealth Management
Florida
$5.77M +$5.77M +77,376 New
IA
108
IAM Advisory
Pennsylvania
$5.68M +$17.4K +234 +0.3%
WCA
109
Waypoint Capital Advisors
Minnesota
$5.64M +$310K +4,166 +6%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$5.51M +$2.7M +36,301 +96%
CA
111
Continuum Advisory
Idaho
$5.51M +$308K +4,135 +6%
CF
112
Centaurus Financial
California
$5.32M +$5.32M +71,360 New
AWM
113
Aprio Wealth Management
Georgia
$5.31M +$1.49M +19,978 +39%
BIM
114
Bullseye Investment Management
Ohio
$5.28M +$5.28M +70,814 New
WAM
115
Wallington Asset Management
Indiana
$5.09M +$5.09M +68,290 New
PCM
116
Passive Capital Management
Maryland
$5.03M +$1.1M +14,706 +28%
WCWM
117
Willow Creek Wealth Management
California
$4.9M +$880K +11,809 +22%
SWM
118
SFG Wealth Management
Maryland
$4.86M +$1.51M +20,228 +45%
KPWS
119
Kestra Private Wealth Services
Texas
$4.82M +$4.82M +64,754 New
VWA
120
V Wealth Advisors
Kansas
$4.76M +$315K +4,225 +7%
CFO
121
Collective Family Office
Pennsylvania
$4.7M +$2.31M +31,014 +97%
NL
122
NWAM LLC
Washington
$4.7M +$1.62M +21,747 +53%
BAM
123
Bayshore Asset Management
Florida
$4.63M +$898K +12,054 +24%
GWM
124
Greenwich Wealth Management
Connecticut
$4.4M -$204K -2,734 -4%
AFGAS
125
Allegiance Financial Group Advisory Services
Virginia
$4.34M +$4.34M +58,298 New
3 4
5
6 7