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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M

Top Buyers

1
LGWM
1
Litman Gregory Wealth Management
California
$45.2M
2
LPL Financial
2
LPL Financial
California
$138M
3
Bank of America
3
Bank of America
North Carolina
$59M
4
KF
4
Krilogy Financial
Missouri
$22.6M
5
MIAS
5
Mason Investment Advisory Services
Virginia
$193M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$299M
2
MWM
2
Merriman Wealth Management
Washington
$251M
3
HCA
3
Heck Capital Advisors
Wisconsin
$405K
4
IWM
4
IHT Wealth Management
Illinois
$7.52M
5
SPIA
5
Steward Partners Investment Advisory
New York
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
101
RVW Wealth
California
$6.8M +$6.31M +85,199 +1,279%
AR
102
Apeiron RIA
Texas
$6.7M +$204K +2,759 +3%
RA
103
RFG Advisory
Alabama
$6.68M +$962K +12,994 +17%
TCPWM
104
Traverso Chambers Private Wealth Management
California
$6.65M +$446K +6,016 +7%
HFA
105
Highland Financial Advisors
New Jersey
$6.65M +$112K +1,511 +2%
BIM
106
Bullseye Investment Management
Ohio
$6.53M +$1.28M +17,342 +24%
KCPG
107
Kavar Capital Partners Group
Kansas
$6.41M +$6.41M +86,611 New
OIA
108
OneDigital Investment Advisors
Kansas
$6.33M +$4.18M +56,386 +194%
HIP
109
HUB Investment Partners
Texas
$6.24M -$46.8K -632 -0.7%
AWA
110
ARQ Wealth Advisors
Arizona
$6.23M +$323K +4,365 +5%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$6.11M +$631K +8,522 +12%
RCG
112
Regatta Capital Group
California
$6.05M – – –
KPWS
113
Kestra Private Wealth Services
Texas
$5.87M +$1.08M +14,571 +23%
AAM
114
Austin Asset Management
Texas
$5.8M +$2.58M +34,870 +80%
SF
115
Symphony Financial
Texas
$5.78M -$5.63M -77,335 -49%
CA
116
Continuum Advisory
Idaho
$5.73M +$255K +3,439 +5%
AAS
117
Ameritas Advisory Services
Nebraska
$5.69M -$1.62M -21,837 -22%
AFGAS
118
Allegiance Financial Group Advisory Services
Virginia
$5.62M +$1.3M +17,523 +30%
IA
119
IAM Advisory
Pennsylvania
$5.48M -$162K -2,190 -3%
SWM
120
SFG Wealth Management
Maryland
$5.45M +$624K +8,427 +13%
WCA
121
Waypoint Capital Advisors
Minnesota
$5.45M -$155K -2,099 -3%
CF
122
Centaurus Financial
California
$5.38M +$96.9K +1,308 +2%
NWM
123
Northwest Wealth Management
Iowa
$5.34M +$2.32M +31,344 +77%
CG
124
Clarus Group
Texas
$5.28M +$1.25M +16,889 +31%
SPIA
125
Steward Partners Investment Advisory
New York
$5.27M -$11.9M -160,609 -69%
3 4
5
6 7