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Avantis US Small Cap Value ETF
AVUV

Overview Fund Activity

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$385M
2
3AM
2
3EDGE Asset Management
Florida
$104M
3
AA
3
Alesco Advisors
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$239M
5
SHFA
5
Sherrill & Hutchins Financial Advisory
Georgia
$28.2M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$312M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$16.2M
3
MWP
3
Meredith Wealth Planning
Illinois
$39.9M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$66.1M
5
PVI
5
Pine Valley Investments
New Jersey
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$435M 4,843,461 +280,704 +6%
Morgan Stanley
2
Morgan Stanley
New York
$385M 4,292,132 +2,730,033 +175%
MWM
3
Merriman Wealth Management
Washington
$312M 3,470,744 -143,028 -4%
MIAS
4
Mason Investment Advisory Services
Virginia
$246M 2,735,598 +7,981 +0.3%
LPL Financial
5
LPL Financial
California
$239M 2,658,226 +514,654 +24%
TI
6
Truepoint Inc
Ohio
$192M 2,136,378 +25,122 +1%
BSW
7
Buckingham Strategic Wealth
Missouri
$157M 1,746,525 +163,233 +10%
Bank of America
8
Bank of America
North Carolina
$107M 1,194,016 +269,584 +29%
3AM
9
3EDGE Asset Management
Florida
$104M 1,158,955 +1,158,955 New
UA
10
Unison Advisors
District of Columbia
$102M 1,133,388 +5,642 +0.5%
AAS
11
Annex Advisory Services
Wisconsin
$92.2M 1,026,556 -7,062 -0.7%
CCM
12
Carlson Capital Management
Minnesota
$87.1M 970,175 +105,174 +12%
EK
13
Evensky & Katz
Florida
$81.6M 908,177 +20,059 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$71.1M 792,270 +29,600 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$68.4M 761,404 -1,118 -0.1%
PL
16
Plancorp LLC
Missouri
$67.7M 753,948 +37,873 +5%
TWA
17
TCI Wealth Advisors
Arizona
$66.7M 742,714 +16,759 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$66.1M 736,166 -63,877 -8%
OFG
19
Oxford Financial Group
Indiana
$64.5M 717,821 +34,664 +5%
Corient Private Wealth
20
Corient Private Wealth
Florida
$62.5M 695,622 +292,008 +72%
Wells Fargo
21
Wells Fargo
California
$59.7M 664,550 +130,161 +24%
PPW
22
Parcion Private Wealth
Washington
$59.1M 658,046 +83,088 +14%
UBS Group
23
UBS Group
Switzerland
$59M 656,515 +290,781 +80%
WP
24
WMS Partners
Maryland
$58.9M 655,784 +47,302 +8%
HIGP
25
Hill Investment Group Partners
Missouri
$57.1M 635,881 +31,905 +5%
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