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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$385M
2
3AM
2
3EDGE Asset Management
Florida
$104M
3
AA
3
Alesco Advisors
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$239M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$62.5M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$312M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$16.2M
3
MWP
3
Meredith Wealth Planning
Illinois
$39.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$66.1M
5
PVI
5
Pine Valley Investments
New Jersey
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
101
Aire Advisors
California
$12.5M +$108K +1,197 +0.9%
OPS
102
Orion Portfolio Solutions
Nebraska
$12.5M +$2.27M +25,705 +22%
BCI
103
Brinker Capital Investments
Pennsylvania
$12.5M +$2.27M +25,705 +22%
OCG
104
Opus Capital Group
Ohio
$12M -$60.5K -674 -0.5%
GPWA
105
Great Point Wealth Advisors
Massachusetts
$11.8M +$827K +9,208 +8%
EWA
106
EP Wealth Advisors
California
$11.8M -$44.8K -499 -0.4%
MML Investors Services
107
MML Investors Services
Massachusetts
$11.8M +$2.09M +23,274 +22%
VWM
108
Venturi Wealth Management
Texas
$11.7M +$1.75M +19,541 +18%
FG
109
Foster Group
Iowa
$11.7M – – –
TWP
110
Tower Wealth Partners
Pennsylvania
$11.7M +$129K +1,439 +1%
WWA
111
WCG Wealth Advisors
Nevada
$11.7M +$1.02M +11,414 +10%
AFGAS
112
Allegiance Financial Group Advisory Services
Virginia
$11.5M +$1.36M +15,149 +13%
RCG
113
Regatta Capital Group
California
$11.1M -$345K -3,845 -3%
EFN
114
Equita Financial Network
Pennsylvania
$10.6M +$2.09M +23,262 +25%
QFA
115
Quantum Financial Advisors
California
$10.6M +$1.31M +14,597 +14%
IWS
116
Insight Wealth Strategies
California
$10.5M -$337K -3,758 -3%
AAM
117
Austin Asset Management
Texas
$10.5M +$324K +3,608 +3%
SWM
118
SFG Wealth Management
Maryland
$10.3M -$638K -7,101 -6%
WI
119
WJ Interests
Texas
$10.2M +$201K +2,241 +2%
RW
120
Regimen Wealth
Georgia
$10.2M +$239K +2,643 +2%
AWM
121
Aprio Wealth Management
Georgia
$9.98M +$605K +6,738 +6%
GVAG
122
Great Valley Advisor Group
Delaware
$9.96M +$431K +4,800 +5%
WCA
123
Waypoint Capital Advisors
Minnesota
$9.85M +$25K +278 +0.3%
DWM
124
Dakota Wealth Management
Florida
$9.81M +$745K +8,297 +8%
NWM
125
Northwest Wealth Management
Iowa
$9.79M +$1M +11,139 +11%
3 4
5
6 7