Avantis US Small Cap Value ETF
AVUV
28 hedge funds and large institutions have $189M invested in Avantis US Small Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 0 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
244% more capital invested
Capital invested by funds: $55M → $189M (+$134M)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
22% more funds holding
Funds holding: 23 → 28 (+5)
7.41% more ownership
Funds ownership: 62.43% → 69.84% (+7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UA
Unison Advisors
Washington,
District of Columbia
|
+$61.2M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$33.4M |
| 3 |
OCM
Oakwood Capital Management
Los Angeles,
California
|
+$3.93M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.11M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$6.28M |
| 2 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$29.7K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$24.6K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$483 |
AVUV Hedge Fund Activity: Q2 2020 in Review
28 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2020, worth a combined $189M — up 244% from $55M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AVUV positions and 0 closed out — a net gain of 5 holders — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Unison Advisors, opening a new position worth an estimated $61.2M. The largest seller was American Century Companies, cutting an estimated $6.28M.
- 28 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2020, up from 23 in Q1 2020.
- Funds reported $189M of Avantis US Small Cap Value ETF stock for Q2 2020, up 244% quarter-over-quarter.
- 5 funds opened new Avantis US Small Cap Value ETF positions in Q2 2020 and 0 closed out, a net change of +5 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q2 2020 was Unison Advisors, an estimated $61.2M added.
- The largest Avantis US Small Cap Value ETF seller in Q2 2020 was American Century Companies, an estimated $6.28M sold.
Based on aggregated 13F filings for Q2 2020.