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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$385M
2
3AM
3EDGE Asset Management
Florida
$104M
3
AA
Alesco Advisors
New York
$50.6M
4
LPL Financial
LPL Financial
California
$239M
5
Corient Private Wealth
Corient Private Wealth
Florida
$62.5M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$312M
2
Osaic Holdings
Osaic Holdings
Arizona
$16.2M
3
MWP
Meredith Wealth Planning
Illinois
$39.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$66.1M
5
PVI
Pine Valley Investments
New Jersey
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
Elevate Wealth Advisory
Georgia
$5.65M +$5.65M +62,878 New
SSW
177
Stone Summit Wealth
Florida
$5.58M +$482K +5,372 +9%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$5.55M +$168K +1,872 +3%
JFA
179
JNBA Financial Advisors
Minnesota
$5.52M +$867K +9,658 +19%
PAS
180
Park Avenue Securities
New York
$5.51M +$393K +4,374 +8%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$5.49M +$4.92M +54,750 +855%
LFS
182
Lutz Financial Services
Nebraska
$5.49M +$1.22M +13,539 +28%
MFG
183
Merit Financial Group
Georgia
$5.47M +$5.47M +60,880 New
CF
184
Convergence Financial
Missouri
$5.42M +$5.42M +60,305 New
CAC
185
Certified Advisory Corp
Florida
$5.35M +$269K +2,991 +5%
ASN
186
Advisory Services Network
Georgia
$5.28M +$1.11M +12,337 +27%
IPW
187
Intergy Private Wealth
Colorado
$5.23M +$293K +3,259 +6%
EWM
188
Echo Wealth Management
Minnesota
$5.23M +$498K +5,653 +11%
VVP
189
Venture Visionary Partners
Ohio
$5.2M +$5.2M +57,892 New
HA
190
Herold Advisors
New York
$5.16M +$4.32M +48,088 +515%
RFG
191
REAP Financial Group
Texas
$5.15M +$5.15M +57,372 New
BAM
192
Bayshore Asset Management
Florida
$5.1M +$565K +6,291 +12%
LW
193
Libra Wealth
California
$5.09M +$765K +8,522 +18%
VWA
194
Visionary Wealth Advisors
Illinois
$5.05M +$949K +10,572 +23%
CWM
195
Collaborative Wealth Management
Florida
$5M +$413K +4,595 +9%
CIA
196
Concurrent Investment Advisors
Florida
$4.97M +$4.97M +55,369 New
NCM
197
NCM Capital Management
New Jersey
$4.97M +$441K +4,909 +10%
LFA
198
Longview Financial Advisors
Alabama
$4.94M +$4.94M +54,990 New
Cerity Partners
199
Cerity Partners
New York
$4.93M +$4.93M +54,901 New
CPA
200
Capital Performance Advisors
California
$4.89M +$911K +10,141 +23%
6 7
8
9 10