AVUV icon

Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

418 hedge funds and large institutions have $4.09B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 245 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.59%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.06%
New
51
Increased
245
Reduced
98
Closed
31
Calls
$698K
Puts
$31M
Net Calls
-$30.3M
Net Calls Change
-$3.23M

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$120M
2
Creative Planning
2
Creative Planning
Kansas
$337M
3
BU
3
Brown University
Rhode Island
$19.1M
4
CFS
4
CGC Financial Services
Oregon
$18.9M
5
MIAS
5
Mason Investment Advisory Services
Virginia
$219M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.72M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.8M
4
AC
4
Avestar Capital
New York
$0
5
BDWCC
5
B&D White Capital Company
Texas
$8.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$337M 4,339,410 +308,436 +8%
MWM
2
Merriman Wealth Management
Washington
$267M 3,435,638 +41,269 +1%
MIAS
3
Mason Investment Advisory Services
Virginia
$219M 2,822,145 +217,655 +8%
TI
4
Truepoint Inc
Ohio
$160M 2,059,186 +108,022 +6%
LPL Financial
5
LPL Financial
California
$140M 1,806,453 -60,055 -3%
BSW
6
Buckingham Strategic Wealth
Missouri
$120M 1,541,713 +1,149,949 +294%
AAS
7
Annex Advisory Services
Wisconsin
$94.9M 1,222,214 -94,817 -7%
UA
8
Unison Advisors
District of Columbia
$92.9M 1,196,897 -41,803 -3%
EK
9
Evensky & Katz
Florida
$75.8M 976,911 +29,064 +3%
Morgan Stanley
10
Morgan Stanley
New York
$67.2M 866,350 +23,677 +3%
CCM
11
Carlson Capital Management
Minnesota
$64.1M 825,298 +65,439 +9%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$59.8M 771,147 -209,351 -21%
HighTower Advisors
13
HighTower Advisors
Illinois
$59.6M 767,281 +38,287 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$56.4M 727,218 +76,168 +12%
TWA
15
TCI Wealth Advisors
Arizona
$54.6M 702,975 +66,160 +10%
Bank of America
16
Bank of America
North Carolina
$54.4M 700,538 -96,428 -12%
PL
17
Plancorp LLC
Missouri
$52.1M 671,448 +92,768 +16%
SAM
18
Satovsky Asset Management
New York
$48M 618,368 +9,492 +2%
WP
19
WMS Partners
Maryland
$43.9M 565,909 +123,837 +28%
PPW
20
Parcion Private Wealth
Washington
$43.1M 555,657 +24,718 +5%
WA
21
Waverly Advisors
Alabama
$40.2M 518,287 +171,527 +49%
Wells Fargo
22
Wells Fargo
California
$39.8M 513,458 -11,116 -2%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$39.4M 507,757 +37,819 +8%
MWP
24
Meredith Wealth Planning
Illinois
$36.9M 475,972 +11,467 +2%
WRPWM
25
Werba Rubin Papier Wealth Management
California
$36.9M 475,792 +58,010 +14%
1
2 3 4 5