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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

418 hedge funds and large institutions have $4.09B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 245 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.59%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.06%
New
51
Increased
245
Reduced
98
Closed
31
Calls
$698K
Puts
$31M
Net Calls
-$30.3M
Net Calls Change
-$3.23M

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$120M
2
Creative Planning
2
Creative Planning
Kansas
$337M
3
BU
3
Brown University
Rhode Island
$19.1M
4
MIAS
4
Mason Investment Advisory Services
Virginia
$219M
5
WA
5
Waverly Advisors
Alabama
$40.2M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.72M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
4
Avestar Capital
New York
$0
5
BDWCC
5
B&D White Capital Company
Texas
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Continuum Advisory
Idaho
$6.13M +$128K +1,649 +2%
CG
127
Clarus Group
Texas
$6.08M +$550K +7,088 +10%
VWA
128
V Wealth Advisors
Kansas
$5.91M +$491K +6,332 +9%
GWM
129
Greenwich Wealth Management
Connecticut
$5.91M +$1.15M +14,787 +24%
FF
130
Financial Futures
New Jersey
$5.81M +$753K +9,707 +15%
IA
131
IAM Advisory
Pennsylvania
$5.78M +$31.7K +409 +0.6%
PVI
132
Pine Valley Investments
New Jersey
$5.64M -$38K -489 -0.7%
SFO
133
Stokes Family Office
Louisiana
$5.59M +$1.52M +19,633 +37%
RWP
134
Revolve Wealth Partners
New Jersey
$5.51M +$1.29M +16,614 +31%
PAM
135
Peak Asset Management
Colorado
$5.27M +$4.12M +53,044 +357%
SPIA
136
Steward Partners Investment Advisory
New York
$5.2M -$319K -4,110 -6%
WCWM
137
Willow Creek Wealth Management
California
$4.95M +$10.3K +133 +0.2%
SWA
138
Sax Wealth Advisors
New Jersey
$4.8M +$229K +2,954 +5%
FAIM
139
Financial Advocates Investment Management
Washington
$4.51M +$2.35M +30,269 +109%
MHB
140
Midwest Heritage Bank
Iowa
$4.36M +$72.8K +938 +2%
PCM
141
Passive Capital Management
Maryland
$4.32M -$1.06M -13,675 -20%
CWM
142
Castle Wealth Management
Florida
$4.32M -$269K -3,464 -6%
MWM
143
Meritas Wealth Management
California
$4.22M +$3.96K +51 +0.1%
SPC
144
Sigma Planning Corp
Michigan
$4.21M -$5.36M -69,112 -56%
EWM
145
Echo Wealth Management
Minnesota
$4.16M -$118K -1,467 -3%
CFO
146
CVA Family Office
Colorado
$4.08M +$64.9K +836 +2%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$4.03M +$4.03M +51,881 New
BAM
148
Bayshore Asset Management
Florida
$4.02M -$1.02M -12,537 -20%
SSW
149
Stone Summit Wealth
Florida
$4.01M +$324K +4,174 +9%
UWM
150
USAdvisors Wealth Management
Minnesota
$3.93M -$399K -5,110 -9%
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