AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

277 hedge funds and large institutions have $2.11B invested in Avantis US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+16
Holders Change %
+6.13%
% of All Funds
4.79%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.71%
New
35
Increased
156
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
$86.1M
2
LPL Financial
LPL Financial
California
$61.7M
3
Creative Planning
Creative Planning
Kansas
$138M
4
Morgan Stanley
Morgan Stanley
New York
$26.9M
5
MWM
Merriman Wealth Management
Washington
$213M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$4.42M
2
AWM
Aprio Wealth Management
Georgia
$3.39M
3
American Century Companies
American Century Companies
Missouri
$28.8M
4
BOC
Bull Oak Capital
California
$7.95M
5
PL
Plancorp LLC
Missouri
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
151
Sentinel Pension Advisors
Massachusetts
$1.17M +$62.8K +950 +6%
ADL
152
Asset Dedication LLC
California
$1.17M +$294K +4,424 +33%
GA
153
Greenspring Advisors
Maryland
$1.16M +$170K +2,576 +17%
MRWM
154
ML&R Wealth Management
Texas
$1.11M +$156K +2,357 +16%
PAG
155
Private Advisor Group
New Jersey
$1.1M +$870K +13,145 +387%
UWM
156
USAdvisors Wealth Management
Minnesota
$1.07M +$15K +227 +1%
DE
157
Day & Ennis
Georgia
$1.01M – – –
SCM
158
SOL Capital Management
Maryland
$1M +$99.7K +1,508 +11%
EWM
159
Echo Wealth Management
Minnesota
$971K +$971K +13,316 New
GCA
160
Gradient Capital Advisors
California
$958K -$812K -12,286 -46%
CWA
161
Centennial Wealth Advisory
Michigan
$933K -$71.2K -1,076 -7%
Mariner
162
Mariner
Kansas
$929K +$238K +3,603 +34%
FFC
163
First Financial Corp
Indiana
$914K +$164K +2,483 +22%
AWS
164
Atria Wealth Solutions
New York
$913K +$86.5K +1,308 +10%
LA
165
LexAurum Advisors
Kansas
$892K +$193K +2,912 +28%
GKWIM
166
Gerber Kawasaki Wealth & Investment Management
California
$884K -$148K -2,242 -14%
Betterment LLC
167
Betterment LLC
New York
$863K – – –
MCM
168
MAI Capital Management
Ohio
$861K -$23.7K -358 -3%
USCWA
169
U.S. Capital Wealth Advisors
Texas
$856K -$486K -7,350 -36%
CPWMP
170
Cardinal Point Wealth Management Partners
California
$848K +$10.1K +145 +1%
TP
171
Tranquility Partners
Tennessee
$841K -$22.2K -335 -3%
JFA
172
JNBA Financial Advisors
Minnesota
$825K +$162K +2,444 +24%
DAS
173
Dynamic Advisor Solutions
Arizona
$818K +$16.5K +250 +2%
SF
174
Synovus Financial
Georgia
$800K +$318K +4,808 +66%
BWM
175
BigSur Wealth Management
Florida
$786K +$786K +11,880 New
5 6
7
8 9