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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

358 hedge funds and large institutions have $3.3B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 57 reducing their positions, and 7 closing their positions.

Holders
358
Holders Change
+81
Holders Change %
+29.24%
% of All Funds
5.78%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.11%
New
98
Increased
180
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$355M
2
EK
2
Evensky & Katz
Florida
$61.6M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$34M
4
MWP
4
Meredith Wealth Planning
Illinois
$33M
5
LPL Financial
5
LPL Financial
California
$98.9M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$24.1M
2
PPW
2
Parcion Private Wealth
Washington
$32.6M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$6.62M
4
CPA
4
Cardiff Park Advisors
California
$2.51M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$355M 4,761,734 +2,668,811 +128%
MWM
2
Merriman Wealth Management
Washington
$269M 3,606,167 +387,579 +12%
MIAS
3
Mason Investment Advisory Services
Virginia
$176M 2,362,519 +1,666 +0.1%
TI
4
Truepoint Inc
Ohio
$146M 1,959,562 +46,833 +2%
AAS
5
Annex Advisory Services
Wisconsin
$99.7M 1,338,655 +36,243 +3%
LPL Financial
6
LPL Financial
California
$98.9M 1,327,941 +395,216 +42%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$85M 1,140,215 +332,659 +41%
UA
8
Unison Advisors
District of Columbia
$80.3M 1,078,321 +58,999 +6%
EK
9
Evensky & Katz
Florida
$61.6M 826,997 +520,199 +170%
CCM
10
Carlson Capital Management
Minnesota
$51.6M 692,288 +156,880 +29%
Morgan Stanley
11
Morgan Stanley
New York
$46.5M 624,141 +217,830 +54%
TWA
12
TCI Wealth Advisors
Arizona
$44.9M 602,123 +13,388 +2%
HighTower Advisors
13
HighTower Advisors
Illinois
$44.6M 599,197 +69,327 +13%
SAM
14
Satovsky Asset Management
New York
$43.4M 582,499 +17,804 +3%
PL
15
Plancorp LLC
Missouri
$43.3M 581,369 +73,085 +14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$41.7M 559,679 +77,228 +16%
Wells Fargo
17
Wells Fargo
California
$34.7M 465,459 +347,592 +295%
Bank of America
18
Bank of America
North Carolina
$34.2M 458,404 +280,941 +158%
WRPWM
19
Werba Rubin Papier Wealth Management
California
$34M 456,099 +456,099 New
MWP
20
Meredith Wealth Planning
Illinois
$33M 442,574 +442,574 New
PPW
21
Parcion Private Wealth
Washington
$32.6M 438,158 -82,321 -16%
MFT
22
Moisand Fitzgerald Tamayo
Florida
$30.4M 407,557 +154,073 +61%
BSW
23
Buckingham Strategic Wealth
Missouri
$29.2M 391,764 +82,194 +27%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$28M 376,281 +98,307 +35%
BHWM
25
Beaird Harris Wealth Management
Texas
$27M 362,797 +22,513 +7%
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