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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

133 hedge funds and large institutions have $981M invested in Avantis US Small Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
2.34%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
29
Increased
76
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Truepoint Inc
Ohio
$152M
2
Creative Planning
2
Creative Planning
Kansas
$70M
3
MWM
3
Merriman Wealth Management
Washington
$94.6M
4
SAM
4
Synergy Asset Management
Washington
$12.6M
5
VWM
5
Venturi Wealth Management
Texas
$8.53M

Top Sellers

1
UA
1
Unison Advisors
District of Columbia
$106M
2
IC
2
Innealta Capital
Texas
$2.02M
3
RJA
3
Raymond James & Associates
Florida
$784K
4
Jane Street
4
Jane Street
New York
$1.84M
5
CCM
5
Coldstream Capital Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TI
1
Truepoint Inc
Ohio
$152M 2,004,387 +1,225,653 +157%
UA
2
Unison Advisors
District of Columbia
$106M 1,400,518 -844,936 -38%
MWM
3
Merriman Wealth Management
Washington
$94.6M 1,251,501 +218,834 +21%
WFA
4
Wipfli Financial Advisors
Wisconsin
$74.7M 987,373 +58,933 +6%
Creative Planning
5
Creative Planning
Kansas
$70M 925,970 +270,055 +41%
American Century Companies
6
American Century Companies
Missouri
$47.4M 627,358 +16,272 +3%
TWA
7
TCI Wealth Advisors
Arizona
$36.2M 478,479 +42,947 +10%
MAM
8
Marquette Asset Management
Minnesota
$21.6M 285,635 +773 +0.3%
PP
9
PrairieView Partners
Minnesota
$20.9M 275,998 +5,652 +2%
CL
10
CPWM LLC
Washington
$17.7M 234,403 +15,936 +7%
SWM
11
Soundmark Wealth Management
Washington
$16.9M 223,163 +3,709 +2%
AF
12
Allworth Financial
California
$16.6M 219,340 -5,122 -2%
LPL Financial
13
LPL Financial
California
$16M 211,303 +38,033 +22%
AWM
14
AE Wealth Management
Kansas
$14.7M 194,381 +24,229 +14%
TA
15
TruWealth Advisors
Louisiana
$14M 185,648 +18,597 +11%
PL
16
Plancorp LLC
Missouri
$12.9M 170,499 +65 +0%
BDWCC
17
B&D White Capital Company
Texas
$12.7M 168,378 +18,385 +12%
SAM
18
Synergy Asset Management
Washington
$12.6M 166,056 +162,858 +5,092%
CCM
19
Carlson Capital Management
Minnesota
$12.4M 163,445 +25,118 +18%
AWM
20
Aprio Wealth Management
Georgia
$12M 159,085 +19,700 +14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$11.2M 148,008 +53,873 +57%
SRC
22
Sage Rhino Capital
California
$10.2M 134,756 -5,647 -4%
BSW
23
Buckingham Strategic Wealth
Missouri
$9.56M 126,491 +9,102 +8%
VWM
24
Venturi Wealth Management
Texas
$8.53M 112,805 +112,805 New
SFG
25
SNS Financial Group
Minnesota
$8.11M 107,222 -3,312 -3%
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