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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

261 hedge funds and large institutions have $1.95B invested in Avantis US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+36
Holders Change %
+16%
% of All Funds
4.41%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
0.66%
New
55
Increased
138
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Merriman Wealth Management
Washington
$206M
2
SAM
Satovsky Asset Management
New York
$37.8M
3
PL
Plancorp LLC
Missouri
$39M
4
PFO
Pathstone Family Office
New Jersey
$22.6M
5
Creative Planning
Creative Planning
Kansas
$125M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$0
2
TI
Truepoint Inc
Ohio
$134M
3
WFA
Wipfli Financial Advisors
Wisconsin
$72.3M
4
BDWCC
B&D White Capital Company
Texas
$13.4M
5
PPW
Parcion Private Wealth
Washington
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
176
McLean Asset Management
Virginia
$529K +$70K +1,037 +15%
NRW
177
Nova R Wealth
Kansas
$517K +$517K +7,567 New
VCM
178
Vivaldi Capital Management
Illinois
$516K +$26.4K +387 +5%
SF
179
Synovus Financial
Georgia
$497K +$247K +3,617 +99%
JWM
180
Janiczek Wealth Management
Colorado
$489K +$489K +6,454 New
PFS
181
Prospera Financial Services
Texas
$481K +$116K +1,705 +32%
CAMG
182
CWA Asset Management Group
Florida
$477K +$56.4K +824 +13%
CWA
183
Canvas Wealth Advisors
Kansas
$464K +$63.6K +930 +16%
CFS
184
CRA Financial Services
New Jersey
$459K +$215K +3,151 +88%
Wealthfront Advisers
185
Wealthfront Advisers
California
$457K -$231K -3,371 -34%
TFA
186
Triad Financial Advisors
North Carolina
$451K – – –
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$444K -$70.7K -1,035 -14%
HA
188
Herold Advisors
New York
$443K – – –
RW
189
RVW Wealth
California
$422K +$57K +833 +16%
TI
190
Trexquant Investment
Connecticut
$421K +$421K +6,160 New
IAN
191
Integrated Advisors Network
Texas
$413K +$413K +6,038 New
DPI
192
Diversified Portfolios Inc
Michigan
$389K +$8.13K +119 +2%
MAG
193
Mayfair Advisory Group
Alabama
$381K +$66.7K +880 +21%
GWA
194
GGM Wealth Advisors
Maryland
$380K -$1.08M -15,871 -74%
ASFA
195
All Season Financial Advisors
Colorado
$364K +$52.1K +762 +17%
SWM
196
Seaside Wealth Management
California
$340K +$340K +4,489 New
CW
197
CreativeOne Wealth
Kansas
$337K -$889 -13 -0.3%
BF
198
BOK Financial
Oklahoma
$334K -$10.3K -150 -3%
PWA
199
PCG Wealth Advisors
Kansas
$332K -$203K -2,964 -38%
Bank of New York Mellon
200
Bank of New York Mellon
New York
$309K +$309K +4,515 New
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