Avantis US Small Cap Value ETF
AVUV
451 hedge funds and large institutions have $4.58B invested in Avantis US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 265 increasing their positions, 101 reducing their positions, and 15 closing their positions.
220% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 15
162% more repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 101
11% more capital invested
Capital invested by funds: $4.12B → $4.58B (+$463M)
10% more funds holding in top 10
Funds holding in top 10: 68 → 75 (+7)
7% more funds holding
Funds holding: 420 → 451 (+31)
2.49% less ownership
Funds ownership: 70.39% → 67.91% (-2.5%)
54% less call options, than puts
Call options by funds: $429K | Put options by funds: $935K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$55.9M |
| 2 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$54.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$27.1M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$23.7M |
| 5 |
BOC
Bull Oak Capital
San Diego,
California
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$174M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$15.2M |
| 3 |
MIAS
Mason Investment Advisory Services
Reston,
Virginia
|
-$7.59M |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$7.13M |
| 5 |
PA
Paragon Advisors
College Station,
Texas
|
-$6.85M |
AVUV Hedge Fund Activity: Q3 2023 in Review
451 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q3 2023, worth a combined $4.58B — up 11% from $4.12B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new AVUV positions and 15 closed out — a net gain of 33 holders — while 265 added to existing stakes and 101 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $55.9M. The largest seller was EP Wealth Advisors, cutting an estimated $174M.
- 451 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q3 2023, up from 420 in Q2 2023.
- Funds reported $4.58B of Avantis US Small Cap Value ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 48 funds opened new Avantis US Small Cap Value ETF positions in Q3 2023 and 15 closed out, a net change of +33 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q3 2023 was Morgan Stanley, an estimated $55.9M added.
- The largest Avantis US Small Cap Value ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $174M sold.
Based on aggregated 13F filings for Q3 2023.