AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

358 hedge funds and large institutions have $3.3B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+81
Holders Change %
+29.24%
% of All Funds
5.78%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.11%
New
98
Increased
180
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$355M
2
EK
Evensky & Katz
Florida
$61.6M
3
LPL Financial
LPL Financial
California
$98.9M
4
MWM
Merriman Wealth Management
Washington
$269M
5
Wells Fargo
Wells Fargo
California
$34.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$24.1M
2
PPW
Parcion Private Wealth
Washington
$32.6M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$6.62M
4
CPA
Cardiff Park Advisors
California
$2.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
201
Total Wealth Planning
Ohio
$1.35M +$984K +13,212 +273%
FFC
202
First Financial Corp
Indiana
$1.31M +$283K +3,798 +27%
LW
203
Libra Wealth
California
$1.31M -$16.5K -221 -1%
AFS
204
Annapolis Financial Services
Maryland
$1.3M +$427K +5,726 +49%
SPA
205
Sentinel Pension Advisors
Massachusetts
$1.29M -$32.4K -435 -2%
RWM
206
Rockwood Wealth Management
Pennsylvania
$1.23M -$121K -1,628 -9%
GRP
207
Global Retirement Partners
California
$1.23M -$11.5K -155 -0.9%
SCM
208
SOL Capital Management
Maryland
$1.2M +$72.3K +970 +6%
JFA
209
JNBA Financial Advisors
Minnesota
$1.17M +$245K +3,286 +26%
Betterment LLC
210
Betterment LLC
New York
$1.14M +$202K +2,709 +21%
DE
211
Day & Ennis
Georgia
$1.14M – – –
AWS
212
Atria Wealth Solutions
New York
$1.06M +$32.8K +440 +3%
Stifel Financial
213
Stifel Financial
Missouri
$1.06M +$293K +3,935 +38%
EWA
214
Etesian Wealth Advisors
Oregon
$1.05M +$1.05M +14,027 New
LFA
215
Lauterbach Financial Advisors
Texas
$1.02M +$145K +1,942 +16%
CPWM
216
Cypress Point Wealth Management
Texas
$1.02M +$1.02M +13,713 New
CWA
217
Centennial Wealth Advisory
Michigan
$1.02M -$33K -443 -3%
CFS
218
CRA Financial Services
New Jersey
$1.01M +$453K +6,076 +81%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$983K -$722K -9,692 -42%
MCM
220
MAI Capital Management
Ohio
$973K +$2.46K +33 +0.3%
GCA
221
Gradient Capital Advisors
California
$967K -$113K -1,515 -10%
GKWIM
222
Gerber Kawasaki Wealth & Investment Management
California
$950K -$46.9K -630 -5%
USCWA
223
U.S. Capital Wealth Advisors
Texas
$949K -$15.1K -203 -2%
MIM
224
Miller Investment Management
Pennsylvania
$945K +$159K +2,133 +20%
LFAS
225
Level Four Advisory Services
Texas
$944K +$944K +12,675 New
7 8
9
10 11