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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

194 hedge funds and large institutions have $1.47B invested in Avantis US Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 86 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+61
Holders Change %
+45.86%
% of All Funds
3%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.34%
New
74
Increased
86
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAS
1
Mason Investment Advisory Services
Virginia
$173M
2
AAS
2
Annex Advisory Services
Wisconsin
$47.9M
3
PPW
3
Parcion Private Wealth
Washington
$39.6M
4
Creative Planning
4
Creative Planning
Kansas
$98.2M
5
EVM
5
Eaton Vance Management
Massachusetts
$21.2M

Top Sellers

1
UA
1
Unison Advisors
District of Columbia
$71.6M
2
SWM
2
Soundmark Wealth Management
Washington
$3.25M
3
SAM
3
Synergy Asset Management
Washington
$206K
4
AF
4
Allworth Financial
California
$13M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$990K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
126
CWA Asset Management Group
Florida
$478K +$78.1K +980 +20%
JPLA
127
Joseph P. Lucia & Associates
New York
$449K +$145K +1,817 +48%
JTWM
128
Jackson Thornton Wealth Management
Alabama
$430K +$430K +5,395 New
WP
129
WMS Partners
Maryland
$422K -$7.34K -92 -2%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$411K -$333K -4,178 -45%
MAM
131
McLean Asset Management
Virginia
$411K +$411K +5,015 New
SWM
132
SFG Wealth Management
Maryland
$402K +$402K +5,038 New
BF
133
BOK Financial
Oklahoma
$401K +$401K +5,033 New
DPI
134
Diversified Portfolios Inc
Michigan
$397K +$397K +4,984 New
PCA
135
Personal Capital Advisors
California
$364K – – –
IWC
136
Integrated Wealth Concepts
Massachusetts
$359K -$7.89K -99 -2%
CFA
137
Carroll Financial Associates
North Carolina
$355K +$355K +4,450 New
BAM
138
Bayshore Asset Management
Florida
$346K +$346K +4,345 New
ASN
139
Advisory Services Network
Georgia
$330K +$108K +1,350 +48%
CW
140
CreativeOne Wealth
Kansas
$326K +$64.4K +807 +25%
CFO
141
CVA Family Office
Colorado
$325K +$325K +4,075 New
IC
142
IEQ Capital
California
$319K – – –
GTAM
143
Global Trust Asset Management
Florida
$315K +$315K +3,950 New
MWM
144
Modera Wealth Management
New Jersey
$310K +$310K +3,888 New
SWA
145
Sax Wealth Advisors
New Jersey
$309K +$309K +3,878 New
BWS
146
BCR Wealth Strategies
Alabama
$302K +$302K +3,791 New
Stifel Financial
147
Stifel Financial
Missouri
$297K -$15.3K -192 -5%
HA
148
Herold Advisors
New York
$297K -$3.98K -50 -1%
MRWM
149
ML&R Wealth Management
Texas
$293K +$293K +3,670 New
OC
150
Oppenheimer & Co
New York
$285K – – –
4 5
6
7 8