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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

52 hedge funds and large institutions have $388M invested in Avantis US Small Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+19
Holders Change %
+57.58%
% of All Funds
0.92%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
22
Increased
24
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
PrairieView Partners
Minnesota
$16.7M
2
SWM
2
Soundmark Wealth Management
Washington
$12.7M
3
Creative Planning
3
Creative Planning
Kansas
$12.4M
4
SAM
4
Synergy Asset Management
Washington
$4.86M
5
MAM
5
Marquette Asset Management
Minnesota
$14.3M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$34.7M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SCM
4
Sterneck Capital Management
Missouri
$2.86M
5
OCM
5
Oakwood Capital Management
California
$5.4M
Name Market Value Shares Shares
Change 		Shares
Change %
UA
1
Unison Advisors
District of Columbia
$127M 2,227,129 +9,313 +0.4%
MWM
2
Merriman Wealth Management
Washington
$56.1M 987,275 +59,722 +6%
American Century Companies
3
American Century Companies
Missouri
$34.7M 609,745 -28,922 -5%
PP
4
PrairieView Partners
Minnesota
$16.7M 294,599 +293,594 +29,213%
MAM
5
Marquette Asset Management
Minnesota
$14.3M 251,908 +81,910 +48%
SWM
6
Soundmark Wealth Management
Washington
$12.7M 223,918 +223,918 New
Creative Planning
7
Creative Planning
Kansas
$12.4M 217,494 +217,494 New
CL
8
CPWM LLC
Washington
$11.5M 202,989 +17,343 +9%
AWM
9
AE Wealth Management
Kansas
$9.45M 166,256 +11,281 +7%
SAM
10
Shone Asset Management
California
$9.45M 167,726 +6,502 +4%
PL
11
Plancorp LLC
Missouri
$9.36M 164,633 +1,849 +1%
SS
12
Simplicity Solutions
Minnesota
$9.29M 163,430 +9,313 +6%
SRC
13
Sage Rhino Capital
California
$8.97M 157,810 +1,170 +0.7%
OCM
14
Oakwood Capital Management
California
$5.4M 95,017 -10,520 -10%
BSW
15
Buckingham Strategic Wealth
Missouri
$5.38M 94,696 +5,653 +6%
SAM
16
Synergy Asset Management
Washington
$4.86M 85,443 +85,443 New
WFA
17
Websterrogers Financial Advisors
South Carolina
$4.65M 73,822 +73,822 New
CCM
18
Carlson Capital Management
Minnesota
$3.88M 63,751 +63,751 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.85M 67,809 +23,047 +51%
MFT
20
Moisand Fitzgerald Tamayo
Florida
$3.42M 60,103 +24,972 +71%
SCM
21
Sterneck Capital Management
Missouri
$2.86M 50,377 -10,801 -18%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.75M 48,409 +36,763 +316%
TI
23
Truepoint Inc
Ohio
$2.7M 47,571 +240 +0.5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.88M 33,066 +6,750 +26%
EVM
25
Eaton Vance Management
Massachusetts
$1.74M 30,582 +30,582 New
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