AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

418 hedge funds and large institutions have $4.09B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 245 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.59%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.06%
New
51
Increased
245
Reduced
98
Closed
31
Calls
$698K
Puts
$31M
Net Calls
-$30.3M
Net Calls Change
-$3.23M

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$120M
2
Creative Planning
2
Creative Planning
Kansas
$337M
3
BU
3
Brown University
Rhode Island
$19.1M
4
MIAS
4
Mason Investment Advisory Services
Virginia
$219M
5
WA
5
Waverly Advisors
Alabama
$40.2M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.72M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
4
Avestar Capital
New York
$0
5
BDWCC
5
B&D White Capital Company
Texas
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
201
Versant Capital Management
Arizona
$2.33M +$159K +2,054 +7%
THL
202
Tillman Hartley LLC
Colorado
$2.32M +$119K +1,528 +5%
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$2.31M +$1.4M +18,089 +156%
KAS
204
Kestra Advisory Services
Texas
$2.29M +$99.1K +1,277 +5%
AFS
205
Annapolis Financial Services
Maryland
$2.2M +$392K +5,046 +22%
LA
206
LexAurum Advisors
Kansas
$2.19M +$117K +1,510 +6%
FWM
207
FMB Wealth Management
California
$2.04M – – –
SEA
208
Stegent Equity Advisors
Texas
$2.02M +$59.5K +766 +3%
HT
209
HAP Trading
New York
$1.95M -$1.56M -20,073 -44%
CBT
210
CoreFirst Bank & Trust
Kansas
$1.94M +$597K +7,689 +45%
SF
211
Slagle Financial
Illinois
$1.92M +$1.92M +24,763 New
KWM
212
Kolinsky Wealth Management
New Jersey
$1.92M +$112K +1,448 +6%
Betterment LLC
213
Betterment LLC
New York
$1.91M +$355K +4,568 +23%
SMC
214
Smith, Moore & Co
Missouri
$1.86M +$1.86M +23,917 New
SDWIA
215
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.84M +$150K +1,928 +9%
First Manhattan
216
First Manhattan
New York
$1.83M – – –
TP
217
Tranquility Partners
Tennessee
$1.82M +$40.2K +518 +2%
CL
218
CSS LLC
Illinois
$1.79M +$854K +11,000 +92%
PLFA
219
Pacific Life Fund Advisors
California
$1.76M +$43.2K +556 +3%
FM
220
Foster & Motley
Ohio
$1.74M +$473K +6,094 +37%
ADL
221
Asset Dedication LLC
California
$1.68M +$108K +1,397 +7%
FCM
222
Fortis Capital Management
Washington
$1.67M +$475K +6,122 +40%
JTWM
223
Jackson Thornton Wealth Management
Alabama
$1.67M – – –
SOS
224
Silver Oak Securities
Tennessee
$1.66M +$209K +2,691 +14%
Simplex Trading
225
Simplex Trading
Illinois
$1.65M +$43K +554 +3%
7 8
9
10 11