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Avantis US Small Cap Value ETF
AVUV

52 hedge funds and large institutions have $388M invested in Avantis US Small Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 3

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

65% more capital invested

Capital invested by funds: $235M → $388M (+$153M)

58% more funds holding

Funds holding: 33 → 52 (+19)

2.52% more ownership

Funds ownership: 67.48% → 70.01% (+2.5%)

Holders
52
Holders Change
+19
Holders Change %
+57.58%
% of All Funds
0.92%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
22
Increased
24
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
PrairieView Partners
Minnesota
+$15M
2
Creative Planning
Creative Planning
Kansas
+$11.1M
3
MAM
Marquette Asset Management
Minnesota
+$4.19M
4
CCM
Carlson Capital Management
Minnesota
+$3.26M
5
MWM
Merriman Wealth Management
Washington
+$3.06M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$1.48M
2
SG Americas Securities
SG Americas Securities
New York
-$856K
3
Citadel Advisors
Citadel Advisors
Florida
-$625K
4
SCM
Sterneck Capital Management
Missouri
-$553K
5
OCM
Oakwood Capital Management
California
-$539K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.57M +$332K +6,478 +31%
WA
27
Wealth Architects
California
$1.35M +$86.7K +1,694 +8%
VCM
28
Versant Capital Management
Arizona
$1.34M +$3.53K +69 +0.3%
PP
29
Prosperity Planning
Missouri
$1.16M +$1.05M +20,444 New
CWA
30
Centennial Wealth Advisory
Michigan
$930K +$838K +16,364 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$765K +$689K +13,459 New
MML Investors Services
32
MML Investors Services
Massachusetts
$745K +$671K +13,101 New
TWA
33
TCI Wealth Advisors
Arizona
$732K +$619K +12,100 +1,543%
CPIG
34
Chicago Partners Investment Group
Illinois
$648K +$526K +10,281 New
MAA
35
Mraz Amerine & Associates
California
$587K +$528K +10,319 New
CM
36
Cornerstone Management
Georgia
$580K +$522K +10,201 New
CPWM
37
Cardinal Point Wealth Management
California
$534K +$481K +9,400 New
KA
38
Klingman & Associates
New York
$513K – – –
UWM
39
USAdvisors Wealth Management
Minnesota
$503K +$54.7K +1,069 +15%
T
40
TRUADVICE
Florida
$330K +$275K +5,379 New
NWM
41
Northwest Wealth Management
Iowa
$247K +$222K +4,345 New
OC
42
Oppenheimer & Co
New York
$245K +$220K +4,304 New
Morgan Stanley
43
Morgan Stanley
New York
$186K +$167K +3,265 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$117K +$30.5K +595 +41%
LAS
45
Lloyd Advisory Services
Georgia
$61K +$5.63K +110 +11%
EK
46
Evensky & Katz
Florida
$52K +$256 +5 +0.5%
PWM
47
Perigon Wealth Management
California
$43K +$38.9K +760 New
Bank of America
48
Bank of America
North Carolina
$37K +$33.2K +649 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$31K +$27.9K +545 New
Osaic Holdings
50
Osaic Holdings
Arizona
$25K +$22.1K +432 New
1
2
3

AVUV Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q4 2020, worth a combined $388M — up 65% from $235M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVUV positions and 3 closed out — a net gain of 19 holders — while 24 added to existing stakes and 3 trimmed.

The largest buyer was PrairieView Partners, adding an estimated $15M. The largest seller was American Century Companies, cutting an estimated $1.48M.

  • 52 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q4 2020, up from 33 in Q3 2020.
  • Funds reported $388M of Avantis US Small Cap Value ETF stock for Q4 2020, up 65% quarter-over-quarter.
  • 22 funds opened new Avantis US Small Cap Value ETF positions in Q4 2020 and 3 closed out, a net change of +19 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q4 2020 was PrairieView Partners, an estimated $15M added.
  • The largest Avantis US Small Cap Value ETF seller in Q4 2020 was American Century Companies, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2020.