Avantis US Small Cap Value ETF
AVUV
134 hedge funds and large institutions have $981M invested in Avantis US Small Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 18 reducing their positions, and 6 closing their positions.
400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 6
322% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 18
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
20% more funds holding
Funds holding: 112 → 134 (+22)
17% more capital invested
Capital invested by funds: $836M → $981M (+$145M)
0.85% less ownership
Funds ownership: 61.76% → 60.92% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$90.8M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$20M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$16.2M |
| 4 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$12.1M |
| 5 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$8.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UA
Unison Advisors
Washington,
District of Columbia
|
-$62.6M |
| 2 |
IC
Innealta Capital
Austin,
Texas
|
-$1.89M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.63M |
| 4 |
Jane Street
New York
|
-$1.27M |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$988K |
AVUV Hedge Fund Activity: Q3 2021 in Review
134 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q3 2021, worth a combined $981M — up 17% from $836M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new AVUV positions and 6 closed out — a net gain of 24 holders — while 76 added to existing stakes and 18 trimmed.
The largest buyer was Truepoint Inc, adding an estimated $90.8M. The largest seller was Unison Advisors, cutting an estimated $62.6M.
- 134 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q3 2021, up from 112 in Q2 2021.
- Funds reported $981M of Avantis US Small Cap Value ETF stock for Q3 2021, up 17% quarter-over-quarter.
- 30 funds opened new Avantis US Small Cap Value ETF positions in Q3 2021 and 6 closed out, a net change of +24 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q3 2021 was Truepoint Inc, an estimated $90.8M added.
- The largest Avantis US Small Cap Value ETF seller in Q3 2021 was Unison Advisors, an estimated $62.6M sold.
Based on aggregated 13F filings for Q3 2021.