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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

194 hedge funds and large institutions have $1.47B invested in Avantis US Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 86 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
194
Holders Change
+61
Holders Change %
+45.86%
% of All Funds
3%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.34%
New
74
Increased
86
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAS
1
Mason Investment Advisory Services
Virginia
$173M
2
AAS
2
Annex Advisory Services
Wisconsin
$47.9M
3
PPW
3
Parcion Private Wealth
Washington
$39.6M
4
Creative Planning
4
Creative Planning
Kansas
$98.2M
5
EVM
5
Eaton Vance Management
Massachusetts
$21.2M

Top Sellers

1
UA
1
Unison Advisors
District of Columbia
$71.6M
2
SWM
2
Soundmark Wealth Management
Washington
$3.25M
3
SAM
3
Synergy Asset Management
Washington
$206K
4
AF
4
Allworth Financial
California
$13M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$990K
Name Market Value Shares Shares
Change 		Shares
Change %
MIAS
1
Mason Investment Advisory Services
Virginia
$173M 2,174,571 +2,174,571 New
TI
2
Truepoint Inc
Ohio
$165M 2,073,433 +69,046 +3%
MWM
3
Merriman Wealth Management
Washington
$107M 1,336,349 +84,848 +7%
Creative Planning
4
Creative Planning
Kansas
$98.2M 1,232,098 +306,128 +33%
WFA
5
Wipfli Financial Advisors
Wisconsin
$83.9M 1,052,533 +65,160 +7%
UA
6
Unison Advisors
District of Columbia
$71.6M 897,929 -502,589 -36%
AAS
7
Annex Advisory Services
Wisconsin
$47.9M 601,125 +601,125 New
American Century Companies
8
American Century Companies
Missouri
$46.2M 579,151 -48,207 -8%
TWA
9
TCI Wealth Advisors
Arizona
$40.9M 512,299 +33,820 +7%
PPW
10
Parcion Private Wealth
Washington
$39.6M 480,174 +480,174 New
LPL Financial
11
LPL Financial
California
$26.7M 335,129 +123,826 +59%
MAM
12
Marquette Asset Management
Minnesota
$22.8M 285,817 +182 +0.1%
PP
13
PrairieView Partners
Minnesota
$22.7M 284,345 +8,347 +3%
CCM
14
Carlson Capital Management
Minnesota
$21.9M 275,246 +111,801 +68%
EVM
15
Eaton Vance Management
Massachusetts
$21.2M 266,096 +186,569 +235%
HighTower Advisors
16
HighTower Advisors
Illinois
$19M 237,553 +148,076 +165%
CL
17
CPWM LLC
Washington
$17.7M 234,403 – –
AWM
18
AE Wealth Management
Kansas
$16.5M 207,357 +12,976 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$15.8M 198,499 +50,491 +34%
TA
20
TruWealth Advisors
Louisiana
$15.5M 194,846 +9,198 +5%
EWA
21
EP Wealth Advisors
California
$14.7M 184,436 +184,436 New
BDWCC
22
B&D White Capital Company
Texas
$14.5M 181,945 +13,567 +8%
PL
23
Plancorp LLC
Missouri
$14.1M 176,234 +5,735 +3%
AWM
24
Aprio Wealth Management
Georgia
$13.3M 166,763 +7,678 +5%
AF
25
Allworth Financial
California
$13M 163,263 -56,077 -26%
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