Avantis US Small Cap Value ETF
AVUV
263 hedge funds and large institutions have $1.95B invested in Avantis US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 17 closing their positions.
235% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 17
200% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 46
26% more funds holding in top 10
Funds holding in top 10: 31 → 39 (+8)
17% more funds holding
Funds holding: 225 → 263 (+38)
11% more capital invested
Capital invested by funds: $1.75B → $1.95B (+$195M)
1.26% more ownership
Funds ownership: 61% → 62.26% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$129M |
| 2 |
SAM
Satovsky Asset Management
New York
|
+$40.9M |
| 3 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$29.8M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$25M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$21.6M |
| 2 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$13.7M |
| 3 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
-$7.72M |
| 4 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$6.62M |
| 5 |
CL
CPWM LLC
Seattle,
Washington
|
-$6.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFS
276
HBC Financial Services
Seattle,
Washington
| – | -$17K | -228 | Closed |
|
277
Fidelity Investments
Boston,
Massachusetts
| – | +$76 | +1 | New |
|
|
AWM
278
Avior Wealth Management
Omaha,
Nebraska
| – | +$378 | +5 | New |
|
AVUV Hedge Fund Activity: Q2 2022 in Review
263 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2022, worth a combined $1.95B — up 11% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new AVUV positions and 17 closed out — a net gain of 40 holders — while 138 added to existing stakes and 46 trimmed.
The largest buyer was Merriman Wealth Management, adding an estimated $129M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $21.6M sold.
- 263 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2022, up from 225 in Q1 2022.
- Funds reported $1.95B of Avantis US Small Cap Value ETF stock for Q2 2022, up 11% quarter-over-quarter.
- 57 funds opened new Avantis US Small Cap Value ETF positions in Q2 2022 and 17 closed out, a net change of +40 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q2 2022 was Merriman Wealth Management, an estimated $129M added.
- The largest Avantis US Small Cap Value ETF seller in Q2 2022 was Eaton Vance Management, an estimated $21.6M sold.
Based on aggregated 13F filings for Q2 2022.