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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M

Top Buyers

1
LGWM
Litman Gregory Wealth Management
California
$45.2M
2
LPL Financial
LPL Financial
California
$138M
3
Bank of America
Bank of America
North Carolina
$59M
4
KF
Krilogy Financial
Missouri
$22.6M
5
MIAS
Mason Investment Advisory Services
Virginia
$193M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$299M
2
MWM
Merriman Wealth Management
Washington
$251M
3
HCA
Heck Capital Advisors
Wisconsin
$405K
4
IWM
IHT Wealth Management
Illinois
$7.52M
5
SPIA
Steward Partners Investment Advisory
New York
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
201
Callan Capital
California
$1.66M +$1.66M +22,447 New
PLFA
202
Pacific Life Fund Advisors
California
$1.64M +$64.7K +874 +4%
SDWIA
203
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.61M +$56.7K +765 +4%
JTWM
204
Jackson Thornton Wealth Management
Alabama
$1.59M -$16.9K -228 -1%
FFA
205
Farther Finance Advisors
California
$1.55M +$34.5K +466 +2%
Simplex Trading
206
Simplex Trading
Illinois
$1.54M +$1.54M +20,733 New
ADL
207
Asset Dedication LLC
California
$1.5M +$149K +2,023 +11%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$1.48M +$850K +11,484 +134%
Betterment LLC
209
Betterment LLC
New York
$1.48M +$347K +4,678 +31%
PP
210
Prosperity Planning
Missouri
$1.46M -$8.74K -118 -0.6%
Stifel Financial
211
Stifel Financial
Missouri
$1.43M +$380K +5,132 +36%
BA
212
Bridge Advisory
California
$1.41M -$24.1K -325 -2%
RFN
213
RDA Financial Network
Iowa
$1.4M +$370 +5 +0%
SOS
214
Silver Oak Securities
Tennessee
$1.38M -$65K -878 -4%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$1.38M +$406K +5,477 +42%
MWM
216
Mattern Wealth Management
Kansas
$1.38M -$2.35M -31,771 -63%
PFO
217
Pathstone Family Office
New Jersey
$1.38M -$1.94M -26,206 -58%
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$1.36M -$1.82M -24,552 -57%
TWP
219
Total Wealth Planning
Ohio
$1.33M -$3.78K -51 -0.3%
AI
220
Atria Investments
North Carolina
$1.33M +$1.33M +17,996 New
SPA
221
Sentinel Pension Advisors
Massachusetts
$1.3M +$52.5K +726 +4%
LW
222
Libra Wealth
California
$1.29M -$14K -189 -1%
SCM
223
SOL Capital Management
Maryland
$1.29M +$92.2K +1,245 +8%
CBT
224
CoreFirst Bank & Trust
Kansas
$1.28M +$1.05M +14,176 +460%
FFC
225
First Financial Corp
Indiana
$1.25M -$54.4K -734 -4%
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9
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