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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

418 hedge funds and large institutions have $4.09B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 245 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.59%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.06%
New
51
Increased
245
Reduced
98
Closed
31
Calls
$698K
Puts
$31M
Net Calls
-$30.3M
Net Calls Change
-$3.23M

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$120M
2
Creative Planning
2
Creative Planning
Kansas
$337M
3
BU
3
Brown University
Rhode Island
$19.1M
4
MIAS
4
Mason Investment Advisory Services
Virginia
$219M
5
WA
5
Waverly Advisors
Alabama
$40.2M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.72M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
4
Avestar Capital
New York
$0
5
BDWCC
5
B&D White Capital Company
Texas
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
101
COWA LLC
Oklahoma
$7.72M -$175M -2,254,064 -96%
QFA
102
Quantum Financial Advisors
California
$7.68M -$1.24M -16,018 -14%
DA
103
Drake & Associates
Wisconsin
$7.45M +$250K +3,220 +3%
ICM
104
Islay Capital Management
Texas
$7.37M -$1.05M -13,524 -12%
HFA
105
Highland Financial Advisors
New Jersey
$7.35M +$380K +4,900 +5%
CC
106
Callan Capital
California
$7.32M +$5.58M +71,844 +320%
RA
107
RFG Advisory
Alabama
$7.24M +$234K +3,011 +3%
HIP
108
HUB Investment Partners
Texas
$7.22M +$683K +8,799 +10%
HPIA
109
Hamilton Point Investment Advisors
North Carolina
$7.21M +$54.2K +698 +0.8%
SF
110
Symphony Financial
Texas
$7.16M +$1.02M +13,170 +17%
AR
111
Apeiron RIA
Texas
$7.07M +$46.4K +598 +0.7%
IWM
112
IHT Wealth Management
Illinois
$7.04M -$847K -10,908 -11%
SA
113
Stewardship Advisors
Pennsylvania
$7.03M -$121K -1,558 -2%
TCPWM
114
Traverso Chambers Private Wealth Management
California
$7.03M +$58.6K +755 +0.8%
KCPG
115
Kavar Capital Partners Group
Kansas
$7.02M +$300K +3,871 +4%
MML Investors Services
116
MML Investors Services
Massachusetts
$7.02M +$7.02M +90,460 New
SWM
117
SFG Wealth Management
Maryland
$7M +$1.29M +16,622 +23%
PSCM
118
Per Stirling Capital Management
Texas
$6.83M -$1.29M -16,618 -16%
WCA
119
Waypoint Capital Advisors
Minnesota
$6.77M +$1.06M +13,641 +19%
OIA
120
OneDigital Investment Advisors
Kansas
$6.65M +$13.9K +179 +0.2%
GT
121
Glenview Trust
Kentucky
$6.6M +$2.34M +30,190 +55%
NWM
122
Northwest Wealth Management
Iowa
$6.34M +$744K +9,592 +13%
CFO
123
Collective Family Office
Pennsylvania
$6.33M +$1.35M +17,454 +27%
EWM
124
Empirical Wealth Management
Washington
$6.26M +$6.26M +80,618 New
CF
125
Centaurus Financial
California
$6.15M +$506K +6,526 +9%
3 4
5
6 7