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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 %
CFS
151
CRA Financial Services
New Jersey
$278K +$278K +3,482 New
ASFA
152
All Season Financial Advisors
Colorado
$278K +$278K +3,487 New
AFS
153
Annapolis Financial Services
Maryland
$276K +$232K +2,899 +520%
MAG
154
Mayfair Advisory Group
Alabama
$273K +$273K +3,400 New
BFEC
155
Benjamin F. Edwards & Company
Missouri
$269K +$46.2K +580 +21%
RJT
156
Raymond James Trust
Florida
$253K – – –
SF
157
Synovus Financial
Georgia
$252K +$39.8K +498 +19%
ONB
158
Old National Bancorp
Indiana
$242K – – –
GWM
159
Greenwich Wealth Management
Connecticut
$234K +$234K +2,935 New
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$229K +$189K +2,363 +468%
TP
161
Tranquility Partners
Tennessee
$214K +$214K +2,681 New
SAM
162
Synergy Asset Management
Washington
$206K -$13M -163,472 -98%
CWA
163
Capital Wealth Alliance
Arizona
$200K +$200K +2,520 New
LFG
164
Larson Financial Group
Missouri
$197K +$191K +2,396 +3,375%
SFM
165
Signet Financial Management
New Jersey
$179K +$179K +2,247 New
DWP
166
Destiny Wealth Partners
Florida
$177K +$177K +2,224 New
FAG
167
Fortitude Advisory Group
Washington
$144K +$144K +1,804 New
LAS
168
Lloyd Advisory Services
Georgia
$119K +$6.28K +79 +6%
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$116K +$3.91K +49 +3%
HI
170
Harbour Investments
Wisconsin
$94K +$2.79K +35 +3%
SW
171
SVB Wealth
Massachusetts
$87K – – –
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$83K +$83K +1,037 New
Bank of America
173
Bank of America
North Carolina
$77K -$29.7K -372 -28%
US Bancorp
174
US Bancorp
Minnesota
$69K +$29.9K +372 +76%
Cerity Partners
175
Cerity Partners
New York
$67K +$67K +17,109 New
5 6
7
8 9