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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

448 hedge funds and large institutions have $4.55B invested in Avantis US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 263 increasing their positions, 101 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+30
Holders Change %
+7.18%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.18%
New
47
Increased
263
Reduced
101
Closed
15
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
+$29.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
OFG
2
Oxford Financial Group
Indiana
$53.3M
3
LPL Financial
3
LPL Financial
California
$167M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$25.3M
5
Bank of America
5
Bank of America
North Carolina
$72.1M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$10.3M
2
AAS
2
Annex Advisory Services
Wisconsin
$80.6M
3
MIAS
3
Mason Investment Advisory Services
Virginia
$213M
4
EK
4
Evensky & Katz
Florida
$69.2M
5
PA
5
Paragon Advisors
Texas
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
126
Apeiron RIA
Texas
$7.18M +$80K +1,026 +1%
TCPWM
127
Traverso Chambers Private Wealth Management
California
$6.98M -$79.6K -1,021 -1%
PSCM
128
Per Stirling Capital Management
Texas
$6.96M +$91.4K +1,173 +1%
SYBT
129
Stock Yards Bank & Trust
Kentucky
$6.91M -$2.37M -30,442 -26%
SA
130
Stewardship Advisors
Pennsylvania
$6.81M -$249K -3,195 -4%
CFO
131
Collective Family Office
Pennsylvania
$6.7M +$340K +4,359 +5%
RWP
132
Revolve Wealth Partners
New Jersey
$6.59M +$1.05M +13,501 +19%
AWA
133
ARQ Wealth Advisors
Arizona
$6.52M -$1.57M -20,168 -19%
CF
134
Centaurus Financial
California
$6.49M +$318K +4,084 +5%
GWM
135
Greenwich Wealth Management
Connecticut
$6.48M +$548K +7,034 +9%
CG
136
Clarus Group
Texas
$6.43M +$319K +4,096 +5%
FF
137
Financial Futures
New Jersey
$6.41M +$571K +7,321 +10%
PLFA
138
Pacific Life Fund Advisors
California
$6.34M +$4.58M +58,700 +259%
SFO
139
Stokes Family Office
Louisiana
$6.17M +$553K +7,092 +10%
CA
140
Continuum Advisory
Idaho
$6.01M -$147K -1,880 -2%
PAM
141
Peak Asset Management
Colorado
$5.99M +$695K +8,918 +13%
ICM
142
Islay Capital Management
Texas
$5.83M -$1.57M -20,186 -21%
IA
143
IAM Advisory
Pennsylvania
$5.74M -$60.3K -774 -1%
PVI
144
Pine Valley Investments
New Jersey
$5.74M +$75.9K +974 +1%
FWP
145
FAS Wealth Partners
Kansas
$5.55M +$5.55M +71,176 New
FAIM
146
Financial Advocates Investment Management
Washington
$5.49M +$995K +12,859 +22%
SPIA
147
Steward Partners Investment Advisory
New York
$5.16M -$68.3K -876 -1%
WCWM
148
Willow Creek Wealth Management
California
$5.07M +$98K +1,257 +2%
SWA
149
Sax Wealth Advisors
New Jersey
$4.95M +$135K +1,733 +3%
AAS
150
Ameritas Advisory Services
Nebraska
$4.89M +$1.34M +17,408 +38%
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6
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