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Avantis US Small Cap Value ETF

225 hedge funds and large institutions have $1.75B invested in Avantis US Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

188% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 42

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

19% more capital invested

Capital invested by funds: $1.47B → $1.75B (+$283M)

15% more funds holding

Funds holding: 195225 (+30)

4.03% less ownership

Funds ownership: 65.03%61% (-4%)

Holders
225
Holders Change
+30
Holders Change %
+15.38%
% of All Funds
3.55%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.49%
New
42
Increased
121
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PL
26
Plancorp LLC
Missouri
$14.1M +$5.07K +64 +0%
BSW
27
Buckingham Strategic Wealth
Missouri
$13.9M +$2.19M +27,649 +19%
Morgan Stanley
28
Morgan Stanley
New York
$13.5M +$5.38M +67,914 +67%
AF
29
Allworth Financial
California
$13M -$68.1K -860 -0.5%
EK
30
Evensky & Katz
Florida
$12.9M +$9.92M +125,197 +344%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$12.7M +$1.63M +20,551 +15%
MWA
32
MFA Wealth Advisors
Pennsylvania
$11.3M +$11.2M +141,991 New
SRC
33
Sage Rhino Capital
California
$10.9M -$347K -4,379 -3%
SFG
34
SNS Financial Group
Minnesota
$10.6M +$240K +3,032 +2%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$9.64M +$3.22M +40,621 +51%
FPGK
36
Financial Partners Group (Kansas)
Kansas
$9.31M +$772K +9,753 +9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$8.72M +$6.35M +80,232 +277%
OPWM
38
Oakwell Private Wealth Management
Texas
$8.31M +$686K +8,655 +9%
HNWA
39
Henrickson Nauta Wealth Advisors
Michigan
$8.08M -$131K -1,650 -2%
GPWA
40
Great Point Wealth Advisors
Massachusetts
$8.03M +$2.66M +33,607 +50%
IA
41
IAM Advisory
Pennsylvania
$7.37M +$1.42M +17,967 +24%
MAA
42
Mraz Amerine & Associates
California
$7.28M +$1.16M +14,679 +19%
CL
43
COWA LLC
Oklahoma
$7.11M +$1.89M +23,921 +37%
FPAS
44
Focus Partners Advisor Solutions
Missouri
$6.93M +$6.87M +86,790 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$6.72M -$2.26M -28,534 -25%
AR
46
Apeiron RIA
Texas
$6.69M +$262K +3,310 +4%
FG
47
Foster Group
Iowa
$6.51M +$3.8M +48,008 +143%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$6.41M +$730K +9,213 +13%
WFA
49
WMG Financial Advisors
Tennessee
$6.4M +$1.16M +14,632 +22%
BHWM
50
Beaird Harris Wealth Management
Texas
$6.32M +$3.13M +39,482 +100%

AVUV Hedge Fund Activity: Q1 2022 in Review

225 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q1 2022, worth a combined $1.75B — up 19% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AVUV positions and 9 closed out — a net gain of 33 holders — while 121 added to existing stakes and 42 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $37.2M. The largest seller was Stewardship Advisors, cutting an estimated $5.53M.

  • 225 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q1 2022, up from 195 in Q4 2021.
  • Funds reported $1.75B of Avantis US Small Cap Value ETF stock for Q1 2022, up 19% quarter-over-quarter.
  • 42 funds opened new Avantis US Small Cap Value ETF positions in Q1 2022 and 9 closed out, a net change of +33 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $37.2M added.
  • The largest Avantis US Small Cap Value ETF seller in Q1 2022 was Stewardship Advisors, an estimated $5.53M sold.

Based on aggregated 13F filings for Q1 2022.