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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

358 hedge funds and large institutions have $3.3B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+81
Holders Change %
+29.24%
% of All Funds
5.78%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.11%
New
98
Increased
180
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$355M
2
EK
Evensky & Katz
Florida
$61.6M
3
LPL Financial
LPL Financial
California
$98.9M
4
MWM
Merriman Wealth Management
Washington
$269M
5
Wells Fargo
Wells Fargo
California
$34.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$24.1M
2
PPW
Parcion Private Wealth
Washington
$32.6M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$6.62M
4
CPA
Cardiff Park Advisors
California
$2.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
176
Versant Capital Management
Arizona
$2.08M -$84.7K -1,137 -4%
WPC
177
Wedmont Private Capital
Pennsylvania
$2.06M +$1.71M +22,354 +488%
Renaissance Technologies
178
Renaissance Technologies
New York
$1.98M +$283K +3,800 +17%
TIM
179
Tortoise Investment Management
New York
$1.97M +$335K +4,491 +20%
FWM
180
FMB Wealth Management
California
$1.96M +$1.96M +26,251 New
SEA
181
Stegent Equity Advisors
Texas
$1.9M +$255K +3,428 +16%
Goldman Sachs
182
Goldman Sachs
New York
$1.88M -$84.3K -1,131 -4%
IA
183
IFP Advisors
Florida
$1.87M +$48.6K +966 +3%
LNWWM
184
Laird Norton Wetherby Wealth Management
California
$1.86M +$1.86M +25,000 New
First Manhattan
185
First Manhattan
New York
$1.77M +$9.76K +131 +0.6%
FNBSF
186
First National Bank Sioux Falls
South Dakota
$1.74M +$83.7K +1,123 +5%
LA
187
LexAurum Advisors
Kansas
$1.66M +$652K +8,749 +65%
JTWM
188
Jackson Thornton Wealth Management
Alabama
$1.62M +$202K +2,710 +14%
KWM
189
Kolinsky Wealth Management
New Jersey
$1.6M +$64.5K +866 +4%
RWP
190
Revolve Wealth Partners
New Jersey
$1.59M +$1.59M +21,314 New
PLFA
191
Pacific Life Fund Advisors
California
$1.58M +$1.58M +21,231 New
SDWIA
192
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.56M +$90.8K +1,219 +6%
FFA
193
Farther Finance Advisors
California
$1.53M +$1.53M +20,505 New
PP
194
Prosperity Planning
Missouri
$1.47M – – –
TP
195
Tranquility Partners
Tennessee
$1.47M +$520K +6,978 +55%
SOS
196
Silver Oak Securities
Tennessee
$1.46M +$1.39M +18,647 +2,051%
BA
197
Bridge Advisory
California
$1.44M +$97.9K +1,314 +7%
LFA
198
Level Financial Advisors
New York
$1.43M +$1.25M +16,750 +671%
RFN
199
RDA Financial Network
Iowa
$1.41M +$1.41M +18,945 New
ADL
200
Asset Dedication LLC
California
$1.36M +$45.9K +617 +3%
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