AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

225 hedge funds and large institutions have $1.75B invested in Avantis US Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 9 closing their positions.

Holders
225
Holders Change
+31
Holders Change %
+15.98%
% of All Funds
3.56%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.49%
New
42
Increased
121
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$47.2M
2
Creative Planning
2
Creative Planning
Kansas
$123M
3
LPL Financial
3
LPL Financial
California
$42.9M
4
HIGP
4
Hill Investment Group Partners
Missouri
$18.4M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$11.3M

Top Sellers

1
SA
1
Stewardship Advisors
Pennsylvania
$1.33M
2
VWM
2
Venturi Wealth Management
Texas
$243K
3
WFA
3
Websterrogers Financial Advisors
South Carolina
$703K
4
FWI
4
Facet Wealth Inc
Maryland
$253K
5
MFT
5
Moisand Fitzgerald Tamayo
Florida
$5.89M
Name Market Value Shares Shares
Change 		Shares
Change %
MIAS
1
Mason Investment Advisory Services
Virginia
$181M 2,263,903 +89,332 +4%
TI
2
Truepoint Inc
Ohio
$171M 2,144,286 +70,853 +3%
Creative Planning
3
Creative Planning
Kansas
$123M 1,543,166 +311,068 +25%
MWM
4
Merriman Wealth Management
Washington
$105M 1,311,363 -24,986 -2%
WFA
5
Wipfli Financial Advisors
Wisconsin
$92.6M 1,159,126 +106,593 +10%
UA
6
Unison Advisors
District of Columbia
$71.6M 896,619 -1,310 -0.1%
AAS
7
Annex Advisory Services
Wisconsin
$49.4M 619,116 +17,991 +3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$47.2M 590,523 +469,038 +386%
American Century Companies
9
American Century Companies
Missouri
$46.3M 579,142 -9 -0%
PPW
10
Parcion Private Wealth
Washington
$45.7M 572,840 +92,666 +19%
TWA
11
TCI Wealth Advisors
Arizona
$43M 538,494 +26,195 +5%
LPL Financial
12
LPL Financial
California
$42.9M 536,724 +201,595 +60%
CCM
13
Carlson Capital Management
Minnesota
$32.1M 402,312 +127,066 +46%
HighTower Advisors
14
HighTower Advisors
Illinois
$25.7M 322,250 +84,697 +36%
BDWCC
15
B&D White Capital Company
Texas
$22.7M 284,060 +102,115 +56%
MAM
16
Marquette Asset Management
Minnesota
$22.6M 283,426 -2,391 -0.8%
PP
17
PrairieView Partners
Minnesota
$22.3M 279,209 -5,136 -2%
EVM
18
Eaton Vance Management
Massachusetts
$21.7M 271,098 +5,002 +2%
TA
19
TruWealth Advisors
Louisiana
$20.5M 257,290 +62,444 +32%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$18.6M 232,937 +34,438 +17%
CL
21
CPWM LLC
Washington
$18.5M 231,222 -3,181 -1%
HIGP
22
Hill Investment Group Partners
Missouri
$18.4M 230,955 +176,433 +324%
AWM
23
AE Wealth Management
Kansas
$15.6M 194,855 -12,502 -6%
EWA
24
EP Wealth Advisors
California
$14.5M 181,523 -2,913 -2%
AWM
25
Aprio Wealth Management
Georgia
$14.4M 180,597 +13,834 +8%
1
2 3 4 5