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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

261 hedge funds and large institutions have $1.95B invested in Avantis US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+36
Holders Change %
+16%
% of All Funds
4.41%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
0.66%
New
55
Increased
138
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Merriman Wealth Management
Washington
$206M
2
SAM
Satovsky Asset Management
New York
$37.8M
3
PL
Plancorp LLC
Missouri
$39M
4
PFO
Pathstone Family Office
New Jersey
$22.6M
5
Creative Planning
Creative Planning
Kansas
$125M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$0
2
TI
Truepoint Inc
Ohio
$134M
3
WFA
Wipfli Financial Advisors
Wisconsin
$72.3M
4
BDWCC
B&D White Capital Company
Texas
$13.4M
5
PPW
Parcion Private Wealth
Washington
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
151
Tranquility Partners
Tennessee
$892K +$268K +3,924 +43%
SDWIA
152
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$865K +$865K +12,660 New
Betterment LLC
153
Betterment LLC
New York
$863K +$30.6K +447 +4%
AWS
154
Atria Wealth Solutions
New York
$854K -$58.2K -852 -6%
DAS
155
Dynamic Advisor Solutions
Arizona
$829K +$829K +12,122 New
CPWMP
156
Cardinal Point Wealth Management Partners
California
$824K – – –
LFA
157
Lauterbach Financial Advisors
Texas
$817K +$47.5K +694 +6%
FNBSF
158
First National Bank Sioux Falls
South Dakota
$815K +$254K +3,718 +45%
Walleye Capital
159
Walleye Capital
New York
$777K +$777K +11,368 New
FFC
160
First Financial Corp
Indiana
$775K +$527K +7,714 +213%
JPLA
161
Joseph P. Lucia & Associates
New York
$773K +$79.7K +1,167 +11%
Stifel Financial
162
Stifel Financial
Missouri
$724K +$351K +5,138 +94%
LA
163
LexAurum Advisors
Kansas
$723K +$723K +10,577 New
Mariner
164
Mariner
Kansas
$714K +$714K +10,444 New
JFA
165
JNBA Financial Advisors
Minnesota
$685K +$18.9K +277 +3%
UBS Group
166
UBS Group
Switzerland
$684K +$684K +9,995 +199,900%
CWA
167
Capital Wealth Alliance
Arizona
$674K +$78.5K +1,149 +13%
KA
168
Klingman & Associates
New York
$623K -$1.3K -19 -0.2%
WFA
169
Websterrogers Financial Advisors
South Carolina
$599K – – –
NA
170
NewEdge Advisors
Louisiana
$596K +$596K +8,718 New
IA
171
Integrity Advisory
Kansas
$594K -$76.5K -1,119 -11%
AFS
172
Annapolis Financial Services
Maryland
$575K +$217K +3,175 +61%
T
173
TRUADVICE
Florida
$570K +$25.6K +343 +5%
5L
174
55I LLC
Massachusetts
$564K +$564K +8,250 New
FHA
175
Flagship Harbor Advisors
Massachusetts
$562K +$128K +1,870 +29%
5 6
7
8 9