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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M

Top Buyers

1
LGWM
Litman Gregory Wealth Management
California
$45.2M
2
LPL Financial
LPL Financial
California
$138M
3
Bank of America
Bank of America
North Carolina
$59M
4
KF
Krilogy Financial
Missouri
$22.6M
5
MIAS
Mason Investment Advisory Services
Virginia
$193M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$299M
2
MWM
Merriman Wealth Management
Washington
$251M
3
HCA
Heck Capital Advisors
Wisconsin
$405K
4
IWM
IHT Wealth Management
Illinois
$7.52M
5
SPIA
Steward Partners Investment Advisory
New York
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$5.23M +$1.06M +14,352 +26%
PVI
127
Pine Valley Investments
New Jersey
$5.18M +$5.18M +73,120 New
VWA
128
V Wealth Advisors
Kansas
$5.17M +$442K +5,970 +9%
PCM
129
Passive Capital Management
Maryland
$5.14M +$136K +1,838 +3%
FWP
130
FAS Wealth Partners
Kansas
$4.88M +$1.9M +25,659 +64%
CL
131
COWA LLC
Oklahoma
$4.83M +$4.64M +2,257,794 +2,362%
FF
132
Financial Futures
New Jersey
$4.83M +$513K +6,924 +12%
CFO
133
Collective Family Office
Pennsylvania
$4.75M +$78.2K +1,056 +2%
WCWM
134
Willow Creek Wealth Management
California
$4.71M -$157K -2,118 -3%
BAM
135
Bayshore Asset Management
Florida
$4.59M -$20.1K -271 -0.4%
GWM
136
Greenwich Wealth Management
Connecticut
$4.55M +$176K +2,376 +4%
CWM
137
Castle Wealth Management
Florida
$4.38M +$316K +4,271 +8%
SWA
138
Sax Wealth Advisors
New Jersey
$4.36M +$233K +3,147 +6%
Belvedere Trading
139
Belvedere Trading
Illinois
$4.28M +$4.28M +57,764 New
GSWM
140
Greenup Street Wealth Management
Michigan
$4.18M +$1.1M +14,819 +36%
CCA
141
Cora Capital Advisors
New Jersey
$4.11M +$4.11M +55,528 New
UWM
142
USAdvisors Wealth Management
Minnesota
$4.11M -$131K -1,768 -3%
MHB
143
Midwest Heritage Bank
Iowa
$4.09M +$634K +8,559 +18%
GT
144
Glenview Trust
Kentucky
$4.06M +$4.06M +54,843 New
RWP
145
Revolve Wealth Partners
New Jersey
$4.03M +$2.45M +33,088 +155%
MWM
146
Meritas Wealth Management
California
$4.02M -$81.8K -1,104 -2%
EWM
147
Echo Wealth Management
Minnesota
$3.95M +$1M +13,544 +34%
SFO
148
Stokes Family Office
Louisiana
$3.88M +$3.88M +52,366 New
CFO
149
CVA Family Office
Colorado
$3.83M +$212K +2,866 +6%
SWP
150
Stratos Wealth Partners
Ohio
$3.8M -$186K -2,509 -5%
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