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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M

Top Buyers

1
LGWM
Litman Gregory Wealth Management
California
$45.2M
2
LPL Financial
LPL Financial
California
$138M
3
Bank of America
Bank of America
North Carolina
$59M
4
KF
Krilogy Financial
Missouri
$22.6M
5
MIAS
Mason Investment Advisory Services
Virginia
$193M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$299M
2
MWM
Merriman Wealth Management
Washington
$251M
3
HCA
Heck Capital Advisors
Wisconsin
$405K
4
IWM
IHT Wealth Management
Illinois
$7.52M
5
SPIA
Steward Partners Investment Advisory
New York
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
151
Truist Financial
North Carolina
$3.64M +$1.01M +13,673 +39%
SSW
152
Stone Summit Wealth
Florida
$3.52M +$459K +6,202 +15%
IFS
153
Intelligent Financial Strategies
Minnesota
$3.44M -$605K -8,167 -15%
SWM
154
Seed Wealth Management
Illinois
$3.4M -$270K -3,650 -7%
HT
155
HAP Trading
New York
$3.35M +$3.35M +45,199 New
W
156
WorthPointe
California
$3.29M +$53.3K +720 +2%
NCM
157
NCM Capital Management
New Jersey
$3.28M -$38.7K -523 -1%
LFAS
158
Level Four Advisory Services
Texas
$3.2M +$2.27M +30,588 +241%
SWM
159
Soundmark Wealth Management
Washington
$3.18M -$124K -1,678 -4%
GA
160
Greenspring Advisors
Maryland
$3.13M +$552K +7,457 +21%
SHFA
161
SC&H Financial Advisors
Maryland
$3.12M +$211K +2,848 +7%
CWM
162
Collaborative Wealth Management
Florida
$3.08M +$2.81M +37,876 +1,029%
AWM
163
Aprio Wealth Management
Georgia
$3M -$2.27M -30,717 -43%
ACA
164
Aspire Capital Advisors
Washington
$2.99M +$180K +2,425 +6%
PAS
165
Park Avenue Securities
New York
$2.86M +$230K +3,099 +9%
RIL
166
Rothschild Investment LLC
Illinois
$2.78M +$437K +5,900 +19%
CPA
167
Cardiff Park Advisors
California
$2.76M +$261K +3,525 +10%
LFS
168
Lutz Financial Services
Nebraska
$2.74M +$634K +8,555 +30%
PWM
169
Perigon Wealth Management
California
$2.74M -$171K -2,305 -6%
SCM
170
Sterneck Capital Management
Missouri
$2.71M +$3.41K +46 +0.1%
CPA
171
Capital Performance Advisors
California
$2.66M +$158K +2,136 +6%
FNBSF
172
First National Bank Sioux Falls
South Dakota
$2.62M +$890K +12,020 +52%
FAM
173
Flaharty Asset Management
Florida
$2.58M -$168K -2,264 -6%
MRWM
174
ML&R Wealth Management
Texas
$2.57M +$8.59K +116 +0.3%
EFL
175
ERn Financial LLC
Wisconsin
$2.51M -$57K -770 -2%
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