Avantis US Small Cap Value ETF
AVUV
23 hedge funds and large institutions have $55M invested in Avantis US Small Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
130% more funds holding
Funds holding: 10 → 23 (+13)
59% more capital invested
Capital invested by funds: $34.5M → $55M (+$20.5M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
2.42% more ownership
Funds ownership: 60.01% → 62.43% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$15.9M |
| 2 |
SRC
Sage Rhino Capital
Menlo Park,
California
|
+$6.07M |
| 3 |
CL
CPWM LLC
Seattle,
Washington
|
+$5.66M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.5M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$355K |
| 2 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$184K |
| 3 |
GTAM
Global Trust Asset Management
West Palm Beach,
Florida
|
-$65K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16K |
| 5 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$9.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| – | -$16K | -286 | Closed |
|
AVUV Hedge Fund Activity: Q1 2020 in Review
23 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q1 2020, worth a combined $55M — up 59% from $34.5M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new AVUV positions and 3 closed out — a net gain of 13 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was American Century Companies, adding an estimated $15.9M. The largest seller was BOK Financial, exiting entirely with an estimated $355K sold.
- 23 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q1 2020, up from 10 in Q4 2019.
- Funds reported $55M of Avantis US Small Cap Value ETF stock for Q1 2020, up 59% quarter-over-quarter.
- 16 funds opened new Avantis US Small Cap Value ETF positions in Q1 2020 and 3 closed out, a net change of +13 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q1 2020 was American Century Companies, an estimated $15.9M added.
- The largest Avantis US Small Cap Value ETF seller in Q1 2020 was BOK Financial, an estimated $355K sold.
Based on aggregated 13F filings for Q1 2020.