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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M

Top Buyers

1
LGWM
1
Litman Gregory Wealth Management
California
$45.2M
2
LPL Financial
2
LPL Financial
California
$138M
3
Bank of America
3
Bank of America
North Carolina
$59M
4
KF
4
Krilogy Financial
Missouri
$22.6M
5
MIAS
5
Mason Investment Advisory Services
Virginia
$193M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$299M
2
MWM
2
Merriman Wealth Management
Washington
$251M
3
HCA
3
Heck Capital Advisors
Wisconsin
$405K
4
BOC
4
Bull Oak Capital
California
$0
5
IWM
5
IHT Wealth Management
Illinois
$7.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$299M 4,030,974 -730,760 -15%
MWM
2
Merriman Wealth Management
Washington
$251M 3,394,369 -211,798 -6%
MIAS
3
Mason Investment Advisory Services
Virginia
$193M 2,604,490 +241,971 +10%
TI
4
Truepoint Inc
Ohio
$145M 1,951,164 -8,398 -0.4%
LPL Financial
5
LPL Financial
California
$138M 1,866,508 +538,567 +41%
AAS
6
Annex Advisory Services
Wisconsin
$97.5M 1,317,031 -21,624 -2%
UA
7
Unison Advisors
District of Columbia
$91.7M 1,238,700 +160,379 +15%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$72.6M 980,498 -159,717 -14%
EK
9
Evensky & Katz
Florida
$70.2M 947,847 +120,850 +15%
Morgan Stanley
10
Morgan Stanley
New York
$62.4M 842,673 +218,532 +35%
Bank of America
11
Bank of America
North Carolina
$59M 796,966 +338,562 +74%
CCM
12
Carlson Capital Management
Minnesota
$56.3M 759,859 +67,571 +10%
HighTower Advisors
13
HighTower Advisors
Illinois
$54M 728,994 +129,797 +22%
TWA
14
TCI Wealth Advisors
Arizona
$47.2M 636,815 +34,692 +6%
SAM
15
Satovsky Asset Management
New York
$45.2M 608,876 +26,377 +5%
LGWM
16
Litman Gregory Wealth Management
California
$45.2M 608,876 +608,876 New
PL
17
Plancorp LLC
Missouri
$42.9M 578,680 -2,689 -0.5%
PPW
18
Parcion Private Wealth
Washington
$39.3M 530,939 +92,781 +21%
Wells Fargo
19
Wells Fargo
California
$38.8M 524,574 +59,115 +13%
MFT
20
Moisand Fitzgerald Tamayo
Florida
$34.8M 469,938 +62,381 +15%
MWP
21
Meredith Wealth Planning
Illinois
$34.4M 464,505 +21,931 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$34.2M 461,687 +85,406 +23%
WP
23
WMS Partners
Maryland
$32.7M 442,072 +219,389 +99%
HIGP
24
Hill Investment Group Partners
Missouri
$31.4M 423,913 +104,583 +33%
WRPWM
25
Werba Rubin Papier Wealth Management
California
$30.9M 417,782 -38,317 -8%
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