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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

448 hedge funds and large institutions have $4.55B invested in Avantis US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 263 increasing their positions, 101 reducing their positions, and 15 closing their positions.

Holders
448
Holders Change
+30
Holders Change %
+7.18%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.18%
New
47
Increased
263
Reduced
101
Closed
15
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
+$29.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
OFG
2
Oxford Financial Group
Indiana
$53.3M
3
LPL Financial
3
LPL Financial
California
$167M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$25.3M
5
BOC
5
Bull Oak Capital
California
$20.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$10.3M
2
AAS
2
Annex Advisory Services
Wisconsin
$80.6M
3
MIAS
3
Mason Investment Advisory Services
Virginia
$213M
4
EK
4
Evensky & Katz
Florida
$69.2M
5
PA
5
Paragon Advisors
Texas
$2.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$356M 4,562,757 +223,347 +5%
MWM
2
Merriman Wealth Management
Washington
$282M 3,613,772 +178,134 +5%
MIAS
3
Mason Investment Advisory Services
Virginia
$213M 2,727,617 -94,528 -3%
LPL Financial
4
LPL Financial
California
$167M 2,143,572 +337,119 +19%
TI
5
Truepoint Inc
Ohio
$165M 2,111,256 +52,070 +3%
BSW
6
Buckingham Strategic Wealth
Missouri
$123M 1,583,292 +41,579 +3%
Morgan Stanley
7
Morgan Stanley
New York
$122M 1,562,099 +695,749 +80%
UA
8
Unison Advisors
District of Columbia
$87.9M 1,127,746 -69,151 -6%
AAS
9
Annex Advisory Services
Wisconsin
$80.6M 1,033,618 -188,596 -15%
Bank of America
10
Bank of America
North Carolina
$72.1M 924,432 +223,894 +32%
EK
11
Evensky & Katz
Florida
$69.2M 888,118 -88,793 -9%
CCM
12
Carlson Capital Management
Minnesota
$67.4M 865,001 +39,703 +5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$62.4M 800,043 +28,896 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$59.5M 762,670 +35,452 +5%
HighTower Advisors
15
HighTower Advisors
Illinois
$59.4M 762,522 -4,759 -0.6%
TWA
16
TCI Wealth Advisors
Arizona
$56.6M 725,955 +22,980 +3%
PL
17
Plancorp LLC
Missouri
$55.8M 716,075 +44,627 +7%
OFG
18
Oxford Financial Group
Indiana
$53.3M 683,157 +683,157 New
SAM
19
Satovsky Asset Management
New York
$48.9M 627,397 +9,029 +1%
WP
20
WMS Partners
Maryland
$47.4M 608,482 +42,573 +8%
HIGP
21
Hill Investment Group Partners
Missouri
$47.1M 603,976 +137,233 +29%
PPW
22
Parcion Private Wealth
Washington
$44.8M 574,958 +19,301 +3%
WA
23
Waverly Advisors
Alabama
$44.1M 565,619 +47,332 +9%
Wells Fargo
24
Wells Fargo
California
$41.7M 534,389 +20,931 +4%
MWP
25
Meredith Wealth Planning
Illinois
$39.9M 511,550 +35,578 +7%
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