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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

277 hedge funds and large institutions have $2.11B invested in Avantis US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+16
Holders Change %
+6.13%
% of All Funds
4.79%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.71%
New
35
Increased
156
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
$86.1M
2
LPL Financial
LPL Financial
California
$61.7M
3
Creative Planning
Creative Planning
Kansas
$138M
4
Morgan Stanley
Morgan Stanley
New York
$26.9M
5
MWM
Merriman Wealth Management
Washington
$213M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$4.42M
2
AWM
Aprio Wealth Management
Georgia
$3.39M
3
American Century Companies
American Century Companies
Missouri
$28.8M
4
BOC
Bull Oak Capital
California
$7.95M
5
PL
Plancorp LLC
Missouri
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
176
Lauterbach Financial Advisors
Texas
$779K -$11.5K -174 -1%
AFS
177
Annapolis Financial Services
Maryland
$778K +$222K +3,351 +40%
DY
178
Dowling & Yahnke
California
$732K +$466K +7,045 +175%
RVPG
179
Relative Value Partners Group
$727K +$727K +10,987 New
CWA
180
Canvas Wealth Advisors
Kansas
$721K +$214K +2,864 +42%
JPLA
181
Joseph P. Lucia & Associates
New York
$703K -$45.1K -682 -6%
MIM
182
Miller Investment Management
Pennsylvania
$698K +$698K +10,554 New
EWA
183
EverSource Wealth Advisors
Alabama
$695K -$594K -8,977 -46%
Stifel Financial
184
Stifel Financial
Missouri
$681K -$20.1K -303 -3%
5L
185
55I LLC
Massachusetts
$657K +$111K +1,684 +20%
SA
186
Stewardship Advisors
Pennsylvania
$655K -$393K -5,938 -37%
NA
187
NewEdge Advisors
Louisiana
$626K +$49K +741 +8%
CWA
188
Capital Wealth Alliance
Arizona
$623K -$28.5K -431 -4%
PFS
189
Prospera Financial Services
Texas
$617K +$151K +2,291 +33%
T
190
TRUADVICE
Florida
$616K +$30.7K +400 +5%
JPMorgan Chase & Co
191
JPMorgan Chase & Co
New York
$611K +$611K +9,241 New
KA
192
Klingman & Associates
New York
$606K +$2.45K +37 +0.4%
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$588K -$3.28M -47,251 -85%
NRW
194
Nova R Wealth
Kansas
$588K +$87.7K +1,326 +18%
PWA
195
PCG Wealth Advisors
Kansas
$587K +$269K +4,097 +84%
MAM
196
McLean Asset Management
Virginia
$585K +$39.3K +565 +7%
OIA
197
OneDigital Investment Advisors
Kansas
$571K +$571K +8,631 New
VCM
198
Vivaldi Capital Management
Illinois
$552K +$27.2K +392 +5%
FHA
199
Flagship Harbor Advisors
Massachusetts
$550K +$5.76K +87 +1%
DPI
200
Diversified Portfolios Inc
Michigan
$524K +$147K +2,229 +39%
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