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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

358 hedge funds and large institutions have $3.3B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+81
Holders Change %
+29.24%
% of All Funds
5.78%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.11%
New
98
Increased
180
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$355M
2
EK
Evensky & Katz
Florida
$61.6M
3
LPL Financial
LPL Financial
California
$98.9M
4
MWM
Merriman Wealth Management
Washington
$269M
5
Wells Fargo
Wells Fargo
California
$34.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$24.1M
2
PPW
Parcion Private Wealth
Washington
$32.6M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$6.62M
4
CPA
Cardiff Park Advisors
California
$2.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
126
Financial Futures
New Jersey
$4.34M +$257K +3,443 +6%
UWM
127
USAdvisors Wealth Management
Minnesota
$4.26M +$3.06M +41,022 +253%
ASN
128
Advisory Services Network
Georgia
$4.19M +$1.38M +18,567 +49%
SWA
129
Sax Wealth Advisors
New Jersey
$4.15M +$373K +5,009 +10%
MWM
130
Meritas Wealth Management
California
$4.13M +$4.13M +55,382 New
CWM
131
Castle Wealth Management
Florida
$4.09M +$854K +11,459 +26%
IFS
132
Intelligent Financial Strategies
Minnesota
$4.07M -$256K -3,437 -6%
CG
133
Clarus Group
Texas
$4.05M -$224K -3,004 -5%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$4.04M +$512K +6,866 +14%
SWP
135
Stratos Wealth Partners
Ohio
$4.01M +$787K +10,557 +24%
MWM
136
Mattern Wealth Management
Kansas
$3.76M -$1.16M -15,522 -24%
SWM
137
Seed Wealth Management
Illinois
$3.69M +$3.69M +49,550 New
CFO
138
CVA Family Office
Colorado
$3.64M +$746K +10,007 +26%
MHB
139
Midwest Heritage Bank
Iowa
$3.47M -$103K -1,389 -3%
PFO
140
Pathstone Family Office
New Jersey
$3.34M -$1.64M -22,046 -33%
NCM
141
NCM Capital Management
New Jersey
$3.34M +$747K +10,019 +29%
SWM
142
Soundmark Wealth Management
Washington
$3.33M -$473K -6,343 -12%
W
143
WorthPointe
California
$3.25M +$40.1K +538 +1%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$3.2M +$1.2M +16,152 +60%
EWM
145
Echo Wealth Management
Minnesota
$3.17M +$2.11M +26,472 +199%
GSWM
146
Greenup Street Wealth Management
Michigan
$3.1M +$29.1K +390 +0.9%
KF
147
Krilogy Financial
Missouri
$3.1M +$313K +4,199 +11%
SSW
148
Stone Summit Wealth
Florida
$3.08M +$801K +10,755 +35%
KAS
149
Kestra Advisory Services
Texas
$3.04M +$3.04M +40,775 New
NWM
150
Northwest Wealth Management
Iowa
$3.04M +$964K +12,938 +47%
4 5
6
7 8