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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

78 hedge funds and large institutions have $530M invested in Avantis US Small Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
78
Holders Change
+26
Holders Change %
+50%
% of All Funds
1.37%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
33
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$32.3M
2
LPL Financial
2
LPL Financial
California
$7.2M
3
SFG
3
SNS Financial Group
Minnesota
$7.03M
4
VWM
4
Venturi Wealth Management
Texas
$4.78M
5
OMC
5
Old Mission Capital
Illinois
$4.65M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$34M
2
SS
2
Simplicity Solutions
Minnesota
$0
3
SAM
3
Synergy Asset Management
Washington
$3.13M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.01M
5
SRC
5
Sage Rhino Capital
California
$10M
Name Market Value Shares Shares
Change 		Shares
Change %
UA
1
Unison Advisors
District of Columbia
$161M 2,225,828 -1,301 -0.1%
MWM
2
Merriman Wealth Management
Washington
$73.2M 1,013,627 +26,352 +3%
American Century Companies
3
American Century Companies
Missouri
$34M 470,718 -139,027 -23%
Creative Planning
4
Creative Planning
Kansas
$32.3M 447,471 +229,977 +106%
PP
5
PrairieView Partners
Minnesota
$20.1M 277,833 -16,766 -6%
MAM
6
Marquette Asset Management
Minnesota
$19.9M 275,073 +23,165 +9%
SWM
7
Soundmark Wealth Management
Washington
$16.5M 228,859 +4,941 +2%
CL
8
CPWM LLC
Washington
$14.9M 205,673 +2,684 +1%
PL
9
Plancorp LLC
Missouri
$11.9M 164,733 +100 +0.1%
AWM
10
AE Wealth Management
Kansas
$10.9M 150,466 -15,790 -9%
SRC
11
Sage Rhino Capital
California
$10M 139,068 -18,742 -12%
BSW
12
Buckingham Strategic Wealth
Missouri
$7.48M 103,540 +8,844 +9%
LPL Financial
13
LPL Financial
California
$7.2M 99,687 +99,687 New
SFG
14
SNS Financial Group
Minnesota
$7.03M 97,380 +97,380 New
CCM
15
Carlson Capital Management
Minnesota
$6.83M 94,537 +30,786 +48%
OCM
16
Oakwood Capital Management
California
$6.68M 92,557 -2,460 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.52M 76,440 +8,631 +13%
WFA
18
Websterrogers Financial Advisors
South Carolina
$5.48M 75,822 +2,000 +3%
VWM
19
Venturi Wealth Management
Texas
$4.78M 66,250 +66,250 New
OMC
20
Old Mission Capital
Illinois
$4.65M 64,389 +64,389 New
MFT
21
Moisand Fitzgerald Tamayo
Florida
$4.45M 61,575 +1,472 +2%
IC
22
Innealta Capital
Texas
$4.33M 60,000 +60,000 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.32M 59,805 +57,755 +2,817%
AF
24
Allworth Financial
California
$4.14M 57,357 +57,357 New
TWA
25
TCI Wealth Advisors
Arizona
$3.58M 49,606 +36,722 +285%
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