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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

448 hedge funds and large institutions have $4.55B invested in Avantis US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 263 increasing their positions, 101 reducing their positions, and 15 closing their positions.

Holders
448
Holders Change
+30
Holders Change %
+7.18%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.18%
New
47
Increased
263
Reduced
101
Closed
15
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
+$29.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
OFG
2
Oxford Financial Group
Indiana
$53.3M
3
LPL Financial
3
LPL Financial
California
$167M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$25.3M
5
Bank of America
5
Bank of America
North Carolina
$72.1M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$10.3M
2
AAS
2
Annex Advisory Services
Wisconsin
$80.6M
3
MIAS
3
Mason Investment Advisory Services
Virginia
$213M
4
EK
4
Evensky & Katz
Florida
$69.2M
5
PA
5
Paragon Advisors
Texas
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
101
WJ Interests
Texas
$8.66M -$370K -4,741 -4%
RW
102
Regimen Wealth
Georgia
$8.57M +$33K +423 +0.4%
WCA
103
Waypoint Capital Advisors
Minnesota
$8.53M +$1.73M +22,156 +25%
BDWCC
104
B&D White Capital Company
Texas
$8.45M +$282K +3,612 +3%
MML Investors Services
105
MML Investors Services
Massachusetts
$8.39M +$1.34M +17,146 +19%
GVAG
106
Great Valley Advisor Group
Delaware
$8.27M -$238K -3,058 -3%
CL
107
COWA LLC
Oklahoma
$8.16M +$416K +5,330 +5%
AWM
108
Aprio Wealth Management
Georgia
$8.14M +$5.36M +68,707 +192%
NL
109
NWAM LLC
Washington
$8.05M -$1.17M -14,978 -13%
QFA
110
Quantum Financial Advisors
California
$8.04M +$328K +4,207 +4%
HNWA
111
Henrickson Nauta Wealth Advisors
Michigan
$7.96M -$28.8K -369 -0.4%
SB
112
Strategic Blueprint
Georgia
$7.94M -$61K -783 -0.8%
DWM
113
Dakota Wealth Management
Florida
$7.87M +$7.62M +97,777 +3,051%
HIP
114
HUB Investment Partners
Texas
$7.7M +$446K +5,727 +6%
DA
115
Drake & Associates
Wisconsin
$7.67M +$190K +2,441 +3%
NWM
116
Northwest Wealth Management
Iowa
$7.63M +$1.26M +16,158 +20%
OIA
117
OneDigital Investment Advisors
Kansas
$7.59M +$912K +11,698 +14%
HPIA
118
Hamilton Point Investment Advisors
North Carolina
$7.53M +$291K +3,735 +4%
AF
119
Allworth Financial
California
$7.49M -$407K -5,225 -5%
FIC
120
Family Investment Center
Missouri
$7.49M +$7.49M +96,045 New
HFA
121
Highland Financial Advisors
New Jersey
$7.47M +$88.6K +1,136 +1%
KCPG
122
Kavar Capital Partners Group
Kansas
$7.44M +$387K +4,966 +5%
EFN
123
Equita Financial Network
Pennsylvania
$7.39M +$7.39M +94,773 New
IWM
124
IHT Wealth Management
Illinois
$7.37M +$300K +3,848 +4%
RA
125
RFG Advisory
Alabama
$7.29M +$21.7K +279 +0.3%
3 4
5
6 7