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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

277 hedge funds and large institutions have $2.11B invested in Avantis US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+16
Holders Change %
+6.13%
% of All Funds
4.79%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.71%
New
35
Increased
156
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
$86.1M
2
LPL Financial
LPL Financial
California
$61.7M
3
Creative Planning
Creative Planning
Kansas
$138M
4
Morgan Stanley
Morgan Stanley
New York
$26.9M
5
MWM
Merriman Wealth Management
Washington
$213M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$4.42M
2
AWM
Aprio Wealth Management
Georgia
$3.39M
3
American Century Companies
American Century Companies
Missouri
$28.8M
4
BOC
Bull Oak Capital
California
$7.95M
5
PL
Plancorp LLC
Missouri
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
201
Cerity Partners
New York
$511K -$1.39M -20,956 -73%
IA
202
Integrity Advisory
Kansas
$511K -$64.2K -970 -11%
CFS
203
CRA Financial Services
New Jersey
$497K +$53.1K +803 +12%
RW
204
RVW Wealth
California
$492K +$84.4K +1,277 +21%
SWM
205
Seaside Wealth Management
California
$491K +$148K +1,944 +43%
Wealthfront Advisers
206
Wealthfront Advisers
California
$482K +$40.1K +606 +9%
CAMG
207
CWA Asset Management Group
Florida
$477K +$15.4K +232 +3%
SC
208
Stephens Consulting
Michigan
$457K +$339K +5,122 +287%
JWM
209
Janiczek Wealth Management
Colorado
$449K – – –
TFA
210
Triad Financial Advisors
North Carolina
$436K – – –
MCWA
211
Meadow Creek Wealth Advisors
Georgia
$434K +$434K +6,560 New
TC
212
Trilogy Capital
California
$425K +$425K +6,432 New
AAS
213
Avantax Advisory Services
Texas
$415K +$415K +6,273 New
HA
214
Herold Advisors
New York
$414K -$14.9K -225 -3%
CW
215
CreativeOne Wealth
Kansas
$401K +$75.2K +1,138 +23%
IAN
216
Integrated Advisors Network
Texas
$399K – – –
GWA
217
GGM Wealth Advisors
Maryland
$389K -$24.1K -325 -6%
ASFA
218
All Season Financial Advisors
Colorado
$378K +$25.7K +389 +7%
MAG
219
Mayfair Advisory Group
Alabama
$370K +$25.9K +378 +8%
API
220
Advisor Partners II
California
$359K +$359K +5,427 New
JSW
221
Journey Strategic Wealth
New Jersey
$349K +$148K +2,237 +74%
CPP
222
Capasso Planning Partners
South Carolina
$342K +$144K +2,179 +73%
AFAS
223
Acorn Financial Advisory Services
Virginia
$326K +$326K +4,911 New
TWP
224
Total Wealth Planning
Ohio
$320K +$320K +4,843 New
WFA
225
Websterrogers Financial Advisors
South Carolina
$317K -$261K -3,956 -45%
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