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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

261 hedge funds and large institutions have $1.95B invested in Avantis US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
261
Holders Change
+36
Holders Change %
+16%
% of All Funds
4.41%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
0.66%
New
55
Increased
138
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$206M
2
SAM
2
Satovsky Asset Management
New York
$37.8M
3
PL
3
Plancorp LLC
Missouri
$39M
4
PFO
4
Pathstone Family Office
New Jersey
$22.6M
5
Creative Planning
5
Creative Planning
Kansas
$125M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
TI
2
Truepoint Inc
Ohio
$134M
3
WFA
3
Wipfli Financial Advisors
Wisconsin
$72.3M
4
BDWCC
4
B&D White Capital Company
Texas
$13.4M
5
PPW
5
Parcion Private Wealth
Washington
$35.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$206M 3,019,945 +1,708,582 +130%
MIAS
2
Mason Investment Advisory Services
Virginia
$160M 2,343,697 +79,794 +4%
TI
3
Truepoint Inc
Ohio
$134M 1,963,721 -180,565 -8%
Creative Planning
4
Creative Planning
Kansas
$125M 1,827,572 +284,406 +18%
WFA
5
Wipfli Financial Advisors
Wisconsin
$72.3M 1,057,192 -101,934 -9%
UA
6
Unison Advisors
District of Columbia
$63.1M 923,521 +26,902 +3%
AAS
7
Annex Advisory Services
Wisconsin
$59.8M 874,632 +255,516 +41%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$55M 805,118 +214,595 +36%
American Century Companies
9
American Century Companies
Missouri
$39.8M 581,513 +2,371 +0.4%
PL
10
Plancorp LLC
Missouri
$39M 570,133 +393,835 +223%
TWA
11
TCI Wealth Advisors
Arizona
$38.9M 568,422 +29,928 +6%
SAM
12
Satovsky Asset Management
New York
$37.8M 551,844 +539,957 +4,542%
LPL Financial
13
LPL Financial
California
$37.4M 546,963 +10,239 +2%
PPW
14
Parcion Private Wealth
Washington
$35.1M 489,658 -83,182 -15%
CCM
15
Carlson Capital Management
Minnesota
$32.1M 469,421 +67,109 +17%
HighTower Advisors
16
HighTower Advisors
Illinois
$28.4M 414,602 +92,352 +29%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$25.6M 375,125 +142,188 +61%
PFO
18
Pathstone Family Office
New Jersey
$22.6M 330,697 +330,697 New
BHWM
19
Beaird Harris Wealth Management
Texas
$20.2M 295,542 +216,396 +273%
PP
20
PrairieView Partners
Minnesota
$20M 292,197 +12,988 +5%
MAM
21
Marquette Asset Management
Minnesota
$19.9M 291,279 +7,853 +3%
HIGP
22
Hill Investment Group Partners
Missouri
$19.4M 284,174 +53,219 +23%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$19.4M 283,403 +199,277 +237%
TA
24
TruWealth Advisors
Louisiana
$19.2M 280,973 +23,683 +9%
EK
25
Evensky & Katz
Florida
$18.2M 265,808 +104,236 +65%
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