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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

112 hedge funds and large institutions have $836M invested in Avantis US Small Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
112
Holders Change
+34
Holders Change %
+43.59%
% of All Funds
1.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
39
Increased
52
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFA
1
Wipfli Financial Advisors
Wisconsin
$70.6M
2
TI
2
Truepoint Inc
Ohio
$59.2M
3
TWA
3
TCI Wealth Advisors
Arizona
$33.1M
4
Creative Planning
4
Creative Planning
Kansas
$49.9M
5
AF
5
Allworth Financial
California
$17.1M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$0
2
SAM
2
Synergy Asset Management
Washington
$243K
3
OMC
3
Old Mission Capital
Illinois
$2.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.32M
5
SWM
5
Soundmark Wealth Management
Washington
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
UA
1
Unison Advisors
District of Columbia
$171M 2,245,454 +19,626 +0.9%
MWM
2
Merriman Wealth Management
Washington
$78.5M 1,032,667 +19,040 +2%
WFA
3
Wipfli Financial Advisors
Wisconsin
$70.6M 928,440 +928,440 New
TI
4
Truepoint Inc
Ohio
$59.2M 778,734 +730,995 +1,531%
Creative Planning
5
Creative Planning
Kansas
$49.9M 655,915 +208,444 +47%
American Century Companies
6
American Century Companies
Missouri
$46.4M 611,086 +140,368 +30%
TWA
7
TCI Wealth Advisors
Arizona
$33.1M 435,532 +385,926 +778%
MAM
8
Marquette Asset Management
Minnesota
$21.6M 284,862 +9,789 +4%
PP
9
PrairieView Partners
Minnesota
$20.5M 270,346 -7,487 -3%
AF
10
Allworth Financial
California
$17.1M 224,462 +167,105 +291%
CL
11
CPWM LLC
Washington
$16.6M 218,467 +12,794 +6%
SWM
12
Soundmark Wealth Management
Washington
$16.5M 219,454 -9,405 -4%
LPL Financial
13
LPL Financial
California
$13.2M 173,270 +73,583 +74%
PL
14
Plancorp LLC
Missouri
$13M 170,434 +5,701 +3%
AWM
15
AE Wealth Management
Kansas
$12.9M 170,152 +19,686 +13%
TA
16
TruWealth Advisors
Louisiana
$12.7M 167,051 +167,051 New
BDWCC
17
B&D White Capital Company
Texas
$11.4M 149,993 +112,907 +304%
SRC
18
Sage Rhino Capital
California
$10.7M 140,403 +1,335 +1%
AWM
19
Aprio Wealth Management
Georgia
$10.6M 139,385 +139,385 New
CCM
20
Carlson Capital Management
Minnesota
$10.5M 138,327 +43,790 +46%
BSW
21
Buckingham Strategic Wealth
Missouri
$8.92M 117,389 +13,849 +13%
SFG
22
SNS Financial Group
Minnesota
$8.4M 110,534 +13,154 +14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.15M 94,135 +17,695 +23%
OCM
24
Oakwood Capital Management
California
$6.82M 89,698 -2,859 -3%
FPGK
25
Financial Partners Group (Kansas)
Kansas
$5.5M 72,346 +72,346 New
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