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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

358 hedge funds and large institutions have $3.3B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+81
Holders Change %
+29.24%
% of All Funds
5.78%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.11%
New
98
Increased
180
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$355M
2
EK
Evensky & Katz
Florida
$61.6M
3
LPL Financial
LPL Financial
California
$98.9M
4
MWM
Merriman Wealth Management
Washington
$269M
5
Wells Fargo
Wells Fargo
California
$34.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$24.1M
2
PPW
Parcion Private Wealth
Washington
$32.6M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$6.62M
4
CPA
Cardiff Park Advisors
California
$2.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
151
FAS Wealth Partners
Kansas
$3M +$3M +40,218 New
PWM
152
Perigon Wealth Management
California
$2.93M +$639K +8,576 +28%
SHFA
153
SC&H Financial Advisors
Maryland
$2.92M +$209K +2,807 +8%
AAM
154
Austin Asset Management
Texas
$2.87M – – –
ACA
155
Aspire Capital Advisors
Washington
$2.83M +$53.2K +714 +2%
FWI
156
Facet Wealth Inc
Maryland
$2.78M -$654K -7,982 -19%
FAM
157
Flaharty Asset Management
Florida
$2.76M +$2.76M +37,094 New
KWM
158
Kingsview Wealth Management
Oregon
$2.74M +$282K +3,781 +11%
SCM
159
Sterneck Capital Management
Missouri
$2.72M +$36.5K +490 +1%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$2.67M -$211K -2,827 -7%
PAS
161
Park Avenue Securities
New York
$2.65M +$908K +12,187 +52%
Truist Financial
162
Truist Financial
North Carolina
$2.64M +$2.31M +30,943 +691%
GA
163
Greenspring Advisors
Maryland
$2.6M +$1.29M +17,336 +99%
AC
164
Apella Capital
Connecticut
$2.6M +$18.4K +247 +0.7%
EFL
165
ERn Financial LLC
Wisconsin
$2.58M +$332K +4,450 +15%
MRWM
166
ML&R Wealth Management
Texas
$2.58M +$1.33M +17,836 +107%
WW
167
Waterfront Wealth
Kansas
$2.56M -$107K -1,319 -4%
CPA
168
Capital Performance Advisors
California
$2.52M +$234K +3,141 +10%
CPA
169
Cardiff Park Advisors
California
$2.51M -$1.8M -24,091 -42%
CM
170
Cornerstone Management
Georgia
$2.43M -$207K -2,772 -8%
RIL
171
Rothschild Investment LLC
Illinois
$2.36M +$2.36M +31,609 New
OIA
172
OneDigital Investment Advisors
Kansas
$2.17M +$1.52M +20,445 +237%
LFS
173
Lutz Financial Services
Nebraska
$2.12M +$774K +10,392 +58%
THL
174
Tillman Hartley LLC
Colorado
$2.11M +$2.11M +28,311 New
MA
175
Mutual Advisors
Nebraska
$2.1M +$556K +7,467 +36%
5 6
7
8 9