Avantis US Small Cap Value ETF
AVUV
33 hedge funds and large institutions have $235M invested in Avantis US Small Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
24% more capital invested
Capital invested by funds: $189M → $235M (+$45.8M)
18% more funds holding
Funds holding: 28 → 33 (+5)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.36% less ownership
Funds ownership: 69.84% → 67.48% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UA
Unison Advisors
Washington,
District of Columbia
|
+$24.7M |
| 2 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
+$7.33M |
| 3 |
CL
CPWM LLC
Seattle,
Washington
|
+$1.43M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.23M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.1M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$1.06M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$853K |
| 4 |
VCM
Versant Capital Management
Phoenix,
Arizona
|
-$277K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$259K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $62K | +$14.3K | +330 | +29% |
|
|
PP
27
PrairieView Partners
St. Paul,
Minnesota
| $43K | – | – | – |
|
|
LAS
28
Lloyd Advisory Services
Suwanee,
Georgia
| $41K | -$7.99K | -185 | -16% |
|
|
EK
29
Evensky & Katz
Coral Gables,
Florida
| $39K | -$44.7K | -1,035 | -53% |
|
|
TWA
30
TCI Wealth Advisors
Tucson,
Arizona
| $34K | +$33.9K | +784 | New |
|
|
WPA
31
West Paces Advisors
Atlanta,
Georgia
| $12.8K | – | – | – |
|
|
UWM
32
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $315 | +$318K | +7,356 | New |
|
AVUV Hedge Fund Activity: Q3 2020 in Review
33 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q3 2020, worth a combined $235M — up 24% from $189M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AVUV positions and 0 closed out — a net gain of 5 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Unison Advisors, adding an estimated $24.7M. The largest seller was Susquehanna International Group, cutting an estimated $1.1M.
- 33 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q3 2020, up from 28 in Q2 2020.
- Funds reported $235M of Avantis US Small Cap Value ETF stock for Q3 2020, up 24% quarter-over-quarter.
- 5 funds opened new Avantis US Small Cap Value ETF positions in Q3 2020 and 0 closed out, a net change of +5 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q3 2020 was Unison Advisors, an estimated $24.7M added.
- The largest Avantis US Small Cap Value ETF seller in Q3 2020 was Susquehanna International Group, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2020.