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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M

Top Buyers

1
LGWM
Litman Gregory Wealth Management
California
$45.2M
2
LPL Financial
LPL Financial
California
$138M
3
Bank of America
Bank of America
North Carolina
$59M
4
KF
Krilogy Financial
Missouri
$22.6M
5
MIAS
Mason Investment Advisory Services
Virginia
$193M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$299M
2
MWM
Merriman Wealth Management
Washington
$251M
3
HCA
Heck Capital Advisors
Wisconsin
$405K
4
IWM
IHT Wealth Management
Illinois
$7.52M
5
SPIA
Steward Partners Investment Advisory
New York
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
176
Tortoise Investment Management
New York
$2.51M +$549K +7,418 +28%
FWI
177
Facet Wealth Inc
Maryland
$2.49M -$24.7K -334 -1%
CM
178
Cornerstone Management
Georgia
$2.45M +$34.7K +469 +1%
WW
179
Waterfront Wealth
Kansas
$2.31M -$35.8K -483 -2%
MA
180
Mutual Advisors
Nebraska
$2.24M +$157K +2,114 +8%
Goldman Sachs
181
Goldman Sachs
New York
$2.15M +$283K +3,817 +15%
WPC
182
Wedmont Private Capital
Pennsylvania
$2.13M +$157K +2,149 +8%
LFA
183
Level Financial Advisors
New York
$2.11M +$685K +9,253 +48%
IA
184
IFP Advisors
Florida
$2.1M +$237K +4,719 +13%
THL
185
Tillman Hartley LLC
Colorado
$2.1M – – –
KAS
186
Kestra Advisory Services
Texas
$2.09M -$930K -12,559 -31%
CWM
187
Cornerstone Wealth Management
Missouri
$2.08M +$2.08M +28,121 New
FTUS
188
Flow Traders U.S.
New York
$2.08M +$2.08M +28,059 New
JFA
189
JNBA Financial Advisors
Minnesota
$2.07M +$908K +12,261 +78%
VCM
190
Versant Capital Management
Arizona
$2.07M +$2.74K +37 +0.1%
FAIM
191
Financial Advocates Investment Management
Washington
$2.06M +$1.41M +19,073 +218%
BIP
192
Blue Investment Partners
California
$2.02M -$3.91M -52,846 -66%
LA
193
LexAurum Advisors
Kansas
$1.98M +$335K +4,527 +20%
FWM
194
FMB Wealth Management
California
$1.94M – – –
SEA
195
Stegent Equity Advisors
Texas
$1.87M -$15K -203 -0.8%
LNWWM
196
Laird Norton Wetherby Wealth Management
California
$1.85M – – –
First Manhattan
197
First Manhattan
New York
$1.75M -$5.18K -70 -0.3%
AFS
198
Annapolis Financial Services
Maryland
$1.73M +$432K +5,830 +33%
KWM
199
Kolinsky Wealth Management
New Jersey
$1.72M +$132K +1,783 +8%
TP
200
Tranquility Partners
Tennessee
$1.7M +$240K +3,240 +16%
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