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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
PrairieView Partners
St. Paul,
Minnesota
|
+$15M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$11.1M |
| 3 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
+$4.19M |
| 4 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
+$3.26M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$1.48M |
| 2 |
SG Americas Securities
New York
|
-$856K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$625K |
| 4 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$553K |
| 5 |
OCM
Oakwood Capital Management
Los Angeles,
California
|
-$539K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPA
51
West Paces Advisors
Atlanta,
Georgia
| $17.1K | – | – | – |
|
|
SFS
52
Sowell Financial Services
North Little Rock,
Arkansas
| $1K | – | – | – |
|
|
53
SG Americas Securities
New York
| – | -$856K | -20,000 | Closed |
|
|
54
Citadel Advisors
Miami,
Florida
| – | -$625K | -14,599 | Closed |
|
|
BF
55
BOK Financial
Tulsa,
Oklahoma
| – | -$260K | -6,074 | Closed |
|
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.