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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

448 hedge funds and large institutions have $4.55B invested in Avantis US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 263 increasing their positions, 101 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+30
Holders Change %
+7.18%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.18%
New
47
Increased
263
Reduced
101
Closed
15
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
+$29.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$122M
2
OFG
Oxford Financial Group
Indiana
$53.3M
3
LPL Financial
LPL Financial
California
$167M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$25.3M
5
Bank of America
Bank of America
North Carolina
$72.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
$10.3M
2
AAS
Annex Advisory Services
Wisconsin
$80.6M
3
MIAS
Mason Investment Advisory Services
Virginia
$213M
4
EK
Evensky & Katz
Florida
$69.2M
5
PA
Paragon Advisors
Texas
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$2.89M +$373K +4,785 +15%
KAS
202
Kestra Advisory Services
Texas
$2.85M +$552K +7,085 +24%
TIM
203
Tortoise Investment Management
New York
$2.85M +$355K +4,551 +14%
PA
204
Paragon Advisors
Texas
$2.8M -$6.64M -85,238 -70%
LA
205
LexAurum Advisors
Kansas
$2.74M +$535K +6,860 +24%
LFA
206
Level Financial Advisors
New York
$2.64M +$66.3K +850 +3%
CBT
207
CoreFirst Bank & Trust
Kansas
$2.57M +$626K +8,035 +32%
CM
208
Cornerstone Management
Georgia
$2.5M -$90.3K -1,159 -3%
SWP
209
Stratos Wealth Partners
Ohio
$2.48M +$50.6K +649 +2%
W
210
WorthPointe
California
$2.47M -$132K -1,699 -5%
SC
211
Savant Capital
Illinois
$2.46M +$1.01M +13,019 +70%
MRWM
212
ML&R Wealth Management
Texas
$2.44M +$49.5K +635 +2%
Comerica Bank
213
Comerica Bank
Texas
$2.43M +$2.43M +31,224 New
PCMC
214
Paragon Capital Management (Colorado)
Colorado
$2.43M +$13.9K +178 +0.6%
FAM
215
Flaharty Asset Management
Florida
$2.42M -$205K -2,634 -8%
CA
216
Cetera Advisors
Colorado
$2.37M +$2M +25,599 +534%
Jane Street
217
Jane Street
New York
$2.37M +$2.37M +30,361 New
RSWM
218
Robertson Stephens Wealth Management
California
$2.34M +$2.34M +30,016 New
LNWWM
219
Laird Norton Wetherby Wealth Management
California
$2.34M – – –
THL
220
Tillman Hartley LLC
Colorado
$2.33M +$468 +6 +0%
AFS
221
Annapolis Financial Services
Maryland
$2.32M +$110K +1,411 +5%
IAS
222
IMA Advisory Services
Colorado
$2.32M +$2.32M +29,703 New
GSWM
223
Greenup Street Wealth Management
Michigan
$2.27M -$529K -6,788 -19%
NCM
224
Northland Capital Management
Minnesota
$2.23M +$2.23M +28,582 New
SCM
225
SOL Capital Management
Maryland
$2.21M +$666K +8,547 +43%
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