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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

418 hedge funds and large institutions have $4.09B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 245 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.59%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.06%
New
51
Increased
245
Reduced
98
Closed
31
Calls
$698K
Puts
$31M
Net Calls
-$30.3M
Net Calls Change
-$3.23M

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$120M
2
Creative Planning
2
Creative Planning
Kansas
$337M
3
BU
3
Brown University
Rhode Island
$19.1M
4
MIAS
4
Mason Investment Advisory Services
Virginia
$219M
5
WA
5
Waverly Advisors
Alabama
$40.2M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.72M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
4
Avestar Capital
New York
$0
5
BDWCC
5
B&D White Capital Company
Texas
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
151
NCM Capital Management
New Jersey
$3.8M +$362K +4,659 +11%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$3.77M +$3.77M +48,561 New
Truist Financial
153
Truist Financial
North Carolina
$3.75M -$61.9K -797 -2%
PAS
154
Park Avenue Securities
New York
$3.69M +$695K +8,958 +23%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$3.63M +$3.29M +42,393 +979%
AAS
156
Ameritas Advisory Services
Nebraska
$3.56M -$2.38M -30,742 -40%
CWM
157
Collaborative Wealth Management
Florida
$3.5M +$272K +3,500 +8%
SWM
158
Seed Wealth Management
Illinois
$3.44M -$124K -1,600 -3%
SWM
159
Soundmark Wealth Management
Washington
$3.42M +$87.5K +1,128 +3%
SHFA
160
SC&H Financial Advisors
Maryland
$3.4M +$138K +1,782 +4%
PWM
161
Perigon Wealth Management
California
$3.35M +$476K +6,128 +17%
Belvedere Trading
162
Belvedere Trading
Illinois
$3.31M -$1.17M -15,068 -26%
LFAS
163
Level Four Advisory Services
Texas
$3.3M -$59K -760 -2%
Stifel Financial
164
Stifel Financial
Missouri
$3.28M +$1.78M +22,957 +119%
FNBSF
165
First National Bank Sioux Falls
South Dakota
$3.28M +$538K +6,935 +20%
LW
166
Libra Wealth
California
$3.25M +$1.9M +24,458 +141%
ACP
167
Aveo Capital Partners
Colorado
$3.25M +$3.25M +41,815 New
CPA
168
Capital Performance Advisors
California
$3.14M +$352K +4,536 +13%
ACA
169
Aspire Capital Advisors
Washington
$3.13M -$10.6K -136 -0.3%
LFS
170
Lutz Financial Services
Nebraska
$3.13M +$256K +3,296 +9%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$3.13M +$1.57M +20,247 +101%
AC
172
Apella Capital
Connecticut
$3.09M +$3.09M +39,841 New
RIL
173
Rothschild Investment LLC
Illinois
$3.09M +$176K +2,267 +6%
JFA
174
JNBA Financial Advisors
Minnesota
$3.06M +$891K +11,476 +41%
ASN
175
Advisory Services Network
Georgia
$3.03M -$2.45M -31,551 -45%
5 6
7
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