AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

418 hedge funds and large institutions have $4.09B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 245 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.59%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.06%
New
51
Increased
245
Reduced
98
Closed
31
Calls
$698K
Puts
$31M
Net Calls
-$30.3M
Net Calls Change
-$3.23M

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$120M
2
Creative Planning
2
Creative Planning
Kansas
$337M
3
BU
3
Brown University
Rhode Island
$19.1M
4
MIAS
4
Mason Investment Advisory Services
Virginia
$219M
5
WA
5
Waverly Advisors
Alabama
$40.2M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.72M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
4
Avestar Capital
New York
$0
5
BDWCC
5
B&D White Capital Company
Texas
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
176
Cardiff Park Advisors
California
$2.99M +$104K +1,342 +4%
EFL
177
ERn Financial LLC
Wisconsin
$2.98M +$357K +4,601 +14%
IPW
178
Intergy Private Wealth
Colorado
$2.98M +$2.98M +38,408 New
CPWM
179
Cypress Point Wealth Management
Texas
$2.89M +$1.7M +21,849 +142%
SCM
180
Sterneck Capital Management
Missouri
$2.83M -$9.47K -122 -0.3%
GSWM
181
Greenup Street Wealth Management
Michigan
$2.78M -$1.59M -20,541 -36%
AWM
182
Aprio Wealth Management
Georgia
$2.77M -$374K -4,820 -12%
FAM
183
Flaharty Asset Management
Florida
$2.62M -$86.4K -1,113 -3%
W
184
WorthPointe
California
$2.59M -$850K -10,954 -25%
CM
185
Cornerstone Management
Georgia
$2.58M +$7.14K +92 +0.3%
LFA
186
Level Financial Advisors
New York
$2.56M +$346K +4,456 +16%
IA
187
IFP Advisors
Florida
$2.5M -$745K -9,597 -23%
TIM
188
Tortoise Investment Management
New York
$2.48M -$146K -1,880 -6%
TFO
189
Tarbox Family Office
California
$2.47M +$2.47M +31,778 New
SWP
190
Stratos Wealth Partners
Ohio
$2.42M -$1.56M -20,137 -39%
PCMC
191
Paragon Capital Management (Colorado)
Colorado
$2.4M +$2.4M +30,983 New
VWA
192
Visionary Wealth Advisors
Illinois
$2.4M +$2.4M +30,949 New
WW
193
Waterfront Wealth
Kansas
$2.4M -$179K -2,172 -7%
FWI
194
Facet Wealth Inc
Maryland
$2.38M -$408K -4,914 -15%
MRWM
195
ML&R Wealth Management
Texas
$2.38M -$316K -4,071 -12%
CAC
196
Certified Advisory Corp
Florida
$2.37M +$2.37M +30,593 New
IFS
197
Intelligent Financial Strategies
Minnesota
$2.37M -$1.24M -15,950 -34%
WPC
198
Wedmont Private Capital
Pennsylvania
$2.35M +$35.2K +443 +2%
MA
199
Mutual Advisors
Nebraska
$2.34M -$4.97K -64 -0.2%
LNWWM
200
Laird Norton Wetherby Wealth Management
California
$2.33M +$388K +5,000 +20%
6 7
8
9 10