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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

277 hedge funds and large institutions have $2.11B invested in Avantis US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
277
Holders Change
+16
Holders Change %
+6.13%
% of All Funds
4.79%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.71%
New
35
Increased
156
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$86.1M
2
LPL Financial
2
LPL Financial
California
$61.7M
3
Creative Planning
3
Creative Planning
Kansas
$138M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.9M
5
MWM
5
Merriman Wealth Management
Washington
$213M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$4.42M
2
AWM
2
Aprio Wealth Management
Georgia
$3.39M
3
American Century Companies
3
American Century Companies
Missouri
$28.8M
4
BOC
4
Bull Oak Capital
California
$7.95M
5
PL
5
Plancorp LLC
Missouri
$33.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$213M 3,218,588 +198,643 +7%
MIAS
2
Mason Investment Advisory Services
Virginia
$156M 2,360,853 +17,156 +0.7%
Creative Planning
3
Creative Planning
Kansas
$138M 2,092,923 +265,351 +15%
TI
4
Truepoint Inc
Ohio
$127M 1,912,729 -50,992 -3%
AAS
5
Annex Advisory Services
Wisconsin
$86.1M 1,302,412 +427,780 +49%
WFA
6
Wipfli Financial Advisors
Wisconsin
$76.9M 1,162,613 +105,421 +10%
UA
7
Unison Advisors
District of Columbia
$67.4M 1,019,322 +95,801 +10%
LPL Financial
8
LPL Financial
California
$61.7M 932,725 +385,762 +71%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$53.4M 807,556 +2,438 +0.3%
TWA
10
TCI Wealth Advisors
Arizona
$38.9M 588,735 +20,313 +4%
SAM
11
Satovsky Asset Management
New York
$37.3M 564,695 +12,851 +2%
CCM
12
Carlson Capital Management
Minnesota
$35.4M 535,408 +65,987 +14%
HighTower Advisors
13
HighTower Advisors
Illinois
$35M 529,870 +115,268 +28%
PPW
14
Parcion Private Wealth
Washington
$34.4M 520,479 +30,821 +6%
PL
15
Plancorp LLC
Missouri
$33.6M 508,284 -61,849 -11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$31.9M 482,451 +107,326 +29%
American Century Companies
17
American Century Companies
Missouri
$28.8M 436,064 -145,449 -25%
Morgan Stanley
18
Morgan Stanley
New York
$26.9M 406,311 +239,544 +144%
BHWM
19
Beaird Harris Wealth Management
Texas
$22.5M 340,284 +44,742 +15%
BSW
20
Buckingham Strategic Wealth
Missouri
$20.5M 309,570 +48,269 +18%
EK
21
Evensky & Katz
Florida
$20.3M 306,798 +40,990 +15%
TA
22
TruWealth Advisors
Louisiana
$20.2M 305,258 +24,285 +9%
PP
23
PrairieView Partners
Minnesota
$19.8M 298,905 +6,708 +2%
MAM
24
Marquette Asset Management
Minnesota
$19.7M 297,335 +6,056 +2%
HIGP
25
Hill Investment Group Partners
Missouri
$19.4M 293,613 +9,439 +3%
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