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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

448 hedge funds and large institutions have $4.55B invested in Avantis US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 263 increasing their positions, 101 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+30
Holders Change %
+7.18%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.18%
New
47
Increased
263
Reduced
101
Closed
15
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
+$29.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$122M
2
OFG
Oxford Financial Group
Indiana
$53.3M
3
LPL Financial
LPL Financial
California
$167M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$25.3M
5
Bank of America
Bank of America
North Carolina
$72.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
$10.3M
2
AAS
Annex Advisory Services
Wisconsin
$80.6M
3
MIAS
Mason Investment Advisory Services
Virginia
$213M
4
EK
Evensky & Katz
Florida
$69.2M
5
PA
Paragon Advisors
Texas
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
176
Level Four Advisory Services
Texas
$3.65M +$336K +4,316 +10%
ASN
177
Advisory Services Network
Georgia
$3.62M +$576K +7,387 +19%
VWA
178
Visionary Wealth Advisors
Illinois
$3.56M +$1.15M +14,726 +48%
CPA
179
Capital Performance Advisors
California
$3.46M +$300K +3,848 +10%
SWM
180
Seed Wealth Management
Illinois
$3.45M – – –
CPWM
181
Cypress Point Wealth Management
Texas
$3.44M +$538K +6,904 +19%
SRSA
182
S.R. Schill & Associates
Washington
$3.42M +$3.42M +43,841 New
SHFA
183
SC&H Financial Advisors
Maryland
$3.38M -$39.9K -512 -1%
WAP
184
Wealthcare Advisory Partners
Pennsylvania
$3.31M +$175K +2,243 +6%
ACP
185
Aveo Capital Partners
Colorado
$3.28M +$21.4K +275 +0.7%
RIL
186
Rothschild Investment LLC
Illinois
$3.26M +$157K +2,018 +5%
ACA
187
Aspire Capital Advisors
Washington
$3.26M +$117K +1,495 +4%
SWM
188
Soundmark Wealth Management
Washington
$3.26M -$182K -2,341 -5%
FNBSF
189
First National Bank Sioux Falls
South Dakota
$3.22M -$78.9K -1,012 -2%
DOA
190
D'Orazio & Associates
Virginia
$3.2M +$2.74M +35,115 +587%
PWIA
191
Porter White Investment Advisors
Alabama
$3.16M +$2M +25,689 +172%
AC
192
Apella Capital
Connecticut
$3.09M -$11K -141 -0.4%
OFS
193
OneAscent Financial Services
Alabama
$3.09M +$3.09M +39,664 New
SCM
194
Sterneck Capital Management
Missouri
$3.07M +$226K +2,897 +8%
EFL
195
ERn Financial LLC
Wisconsin
$3.03M +$34.4K +441 +1%
SPC
196
Sigma Planning Corp
Michigan
$3.02M -$1.21M -15,473 -29%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$3.02M -$626K -8,036 -17%
CPA
198
Cardiff Park Advisors
California
$2.95M -$51.8K -665 -2%
Two Sigma Investments
199
Two Sigma Investments
New York
$2.94M +$2.94M +37,700 New
WPC
200
Wedmont Private Capital
Pennsylvania
$2.89M +$627K +8,187 +28%
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