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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

448 hedge funds and large institutions have $4.55B invested in Avantis US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 263 increasing their positions, 101 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+30
Holders Change %
+7.18%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.18%
New
47
Increased
263
Reduced
101
Closed
15
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
+$29.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
OFG
2
Oxford Financial Group
Indiana
$53.3M
3
LPL Financial
3
LPL Financial
California
$167M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$25.3M
5
Bank of America
5
Bank of America
North Carolina
$72.1M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$10.3M
2
AAS
2
Annex Advisory Services
Wisconsin
$80.6M
3
MIAS
3
Mason Investment Advisory Services
Virginia
$213M
4
EK
4
Evensky & Katz
Florida
$69.2M
5
PA
5
Paragon Advisors
Texas
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Meritas Wealth Management
California
$4.8M +$565K +7,242 +13%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$4.67M +$628K +8,059 +16%
AI
153
Atria Investments
North Carolina
$4.51M +$4.51M +57,799 New
PAS
154
Park Avenue Securities
New York
$4.45M +$736K +9,445 +20%
SSW
155
Stone Summit Wealth
Florida
$4.43M +$397K +5,098 +10%
BL
156
BFSG LLC
California
$4.37M +$4.37M +56,015 New
PCM
157
Passive Capital Management
Maryland
$4.34M -$5.22K -67 -0.1%
IPW
158
Intergy Private Wealth
Colorado
$4.29M +$1.3M +16,629 +43%
MHB
159
Midwest Heritage Bank
Iowa
$4.24M -$131K -1,683 -3%
EWM
160
Echo Wealth Management
Minnesota
$4.18M +$141K +1,811 +3%
UWM
161
USAdvisors Wealth Management
Minnesota
$4.18M +$260K +3,341 +7%
CWM
162
Castle Wealth Management
Florida
$4.15M -$183K -2,350 -4%
Stifel Financial
163
Stifel Financial
Missouri
$4.1M +$800K +10,258 +24%
CAC
164
Certified Advisory Corp
Florida
$4.07M +$1.87M +26,010 +85%
JFA
165
JNBA Financial Advisors
Minnesota
$4.04M +$959K +12,307 +31%
CFO
166
CVA Family Office
Colorado
$4M -$97.7K -1,254 -2%
WFS
167
Widmann Financial Services
Maryland
$3.99M +$3.99M +51,240 New
CWM
168
Collaborative Wealth Management
Florida
$3.98M +$471K +6,047 +13%
BAM
169
Bayshore Asset Management
Florida
$3.94M +$89.2K +1,144 +2%
NCM
170
NCM Capital Management
New Jersey
$3.93M +$114K +1,462 +3%
Truist Financial
171
Truist Financial
North Carolina
$3.89M +$125K +1,605 +3%
PWM
172
Perigon Wealth Management
California
$3.78M +$423K +5,432 +13%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$3.78M -$10.6K -136 -0.3%
LW
174
Libra Wealth
California
$3.75M +$492K +6,313 +15%
LFS
175
Lutz Financial Services
Nebraska
$3.71M +$571K +7,327 +18%
5 6
7
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