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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

261 hedge funds and large institutions have $1.95B invested in Avantis US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+36
Holders Change %
+16%
% of All Funds
4.41%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
0.66%
New
55
Increased
138
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Merriman Wealth Management
Washington
$206M
2
SAM
Satovsky Asset Management
New York
$37.8M
3
PL
Plancorp LLC
Missouri
$39M
4
PFO
Pathstone Family Office
New Jersey
$22.6M
5
Creative Planning
Creative Planning
Kansas
$125M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$0
2
TI
Truepoint Inc
Ohio
$134M
3
WFA
Wipfli Financial Advisors
Wisconsin
$72.3M
4
BDWCC
B&D White Capital Company
Texas
$13.4M
5
PPW
Parcion Private Wealth
Washington
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHBC
201
R.H. Bluestein & Co
Michigan
$307K +$307K +4,485 New
IWC
202
Integrated Wealth Concepts
Massachusetts
$305K – – –
BFG
203
Barber Financial Group
Kansas
$284K +$284K +4,149 New
DY
204
Dowling & Yahnke
California
$275K +$275K +4,023 New
LIM
205
Leavell Investment Management
Alabama
$275K +$275K +4,029 New
IC
206
IEQ Capital
California
$273K – – –
BWM
207
BlackDiamond Wealth Management
New York
$272K +$272K +3,730 New
IFA
208
Index Fund Advisors
California
$261K +$261K +3,822 New
BWS
209
BCR Wealth Strategies
Alabama
$259K – – –
GTAM
210
Global Trust Asset Management
Florida
$256K – – –
SSWM
211
Sheets Smith Wealth Management
North Carolina
$251K +$251K +3,667 New
WPC
212
Wedmont Private Capital
Pennsylvania
$251K +$251K +3,669 New
LWM
213
Liberty Wealth Management
California
$245K +$1.02K +15 +0.4%
OC
214
Oppenheimer & Co
New York
$244K – – –
PAG
215
Private Advisor Group
New Jersey
$232K +$31.4K +460 +16%
MWM
216
Modera Wealth Management
New Jersey
$225K -$44.4K -649 -16%
SIMM
217
Stillwater Investment Management (Minnesota)
Minnesota
$219K – – –
VWA
218
Visionary Wealth Advisors
Illinois
$218K +$218K +3,188 New
RJT
219
Raymond James Trust
Florida
$217K – – –
FWM
220
Fortress Wealth Management
California
$216K +$216K +3,159 New
BWM
221
Brickley Wealth Management
California
$215K +$3.77K +55 +2%
GWM
222
Grand Wealth Management
Michigan
$210K +$191K +2,795 +998%
JSW
223
Journey Strategic Wealth
New Jersey
$207K -$479K -7,020 -70%
BAM
224
Baldrige Asset Management
Pennsylvania
$207K +$104K +1,522 +101%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$207K +$207K +3,032 New
7 8
9
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