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Avantis US Small Cap Value ETF
AVUV

112 hedge funds and large institutions have $836M invested in Avantis US Small Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

680% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 5

247% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 15

58% more capital invested

Capital invested by funds: $530M → $836M (+$306M)

44% more funds holding

Funds holding: 78 → 112 (+34)

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

4.94% more ownership

Funds ownership: 56.82% → 61.76% (+4.9%)

Holders
112
Holders Change
+34
Holders Change %
+43.59%
% of All Funds
1.95%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
39
Increased
52
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFA
Wipfli Financial Advisors
Wisconsin
+$70.1M
2
TI
Truepoint Inc
Ohio
+$55.2M
3
TWA
TCI Wealth Advisors
Arizona
+$29.2M
4
Creative Planning
Creative Planning
Kansas
+$15.7M
5
AF
Allworth Financial
California
+$12.6M

Top Sellers

1
VWM
Venturi Wealth Management
Texas
-$4.78M
2
SAM
Synergy Asset Management
Washington
-$3.04M
3
OMC
Old Mission Capital
Illinois
-$2.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.22M
5
SWM
Soundmark Wealth Management
Washington
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
51
Centennial Wealth Advisory
Michigan
$1.38M +$374K +4,952 +37%
CL
52
COWA LLC
Oklahoma
$1.35M +$60K +794 +5%
CWM
53
Cornerstone Wealth Management
Missouri
$1.33M +$1.33M +17,549 New
SPA
54
Sentinel Pension Advisors
Massachusetts
$1.21M +$1.2M +15,895 New
MML Investors Services
55
MML Investors Services
Massachusetts
$1.16M +$92.3K +1,222 +9%
FG
56
Foster Group
Iowa
$1.13M +$793K +10,496 +240%
GCA
57
Gradient Capital Advisors
California
$1.11M +$394K +5,217 +56%
CPIG
58
Chicago Partners Investment Group
Illinois
$1.1M +$221K +2,924 +24%
PWM
59
Perigon Wealth Management
California
$1.03M +$661K +8,749 +182%
CCM
60
Coldstream Capital Management
Washington
$988K +$982K +13,000 New
UWM
61
USAdvisors Wealth Management
Minnesota
$777K +$26.4K +350 +4%
CM
62
Cornerstone Management
Georgia
$774K – – –
T
63
TRUADVICE
Florida
$738K +$191K +2,527 +33%
Osaic Holdings
64
Osaic Holdings
Arizona
$724K +$262K +3,468 +57%
KA
65
Klingman & Associates
New York
$689K +$1.21K +16 +0.2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$678K +$274K +3,623 +68%
OPWM
67
Oakwell Private Wealth Management
Texas
$626K +$622K +8,237 New
NWM
68
Northwest Wealth Management
Iowa
$546K +$158K +2,094 +41%
CPWM
69
Cardinal Point Wealth Management
California
$525K -$259K -3,425 -33%
JMPWA
70
JP Morgan Private Wealth Advisors
California
$492K +$489K +6,472 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$483K +$55.2K +731 +13%
AFAS
72
Acorn Financial Advisory Services
Virginia
$481K +$478K +6,332 New
CW
73
CreativeOne Wealth
Kansas
$431K +$428K +5,669 New
WP
74
WMS Partners
Maryland
$399K +$907 +12 +0.2%
IWC
75
Integrated Wealth Concepts
Massachusetts
$330K +$76 +1 +0%
1 2
3
4 5

AVUV Hedge Fund Activity: Q2 2021 in Review

112 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2021, worth a combined $836M — up 58% from $530M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AVUV positions and 5 closed out — a net gain of 34 holders — while 52 added to existing stakes and 15 trimmed.

The largest buyer was Wipfli Financial Advisors, opening a new position worth an estimated $70.1M. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $4.78M sold.

  • 112 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2021, up from 78 in Q1 2021.
  • Funds reported $836M of Avantis US Small Cap Value ETF stock for Q2 2021, up 58% quarter-over-quarter.
  • 39 funds opened new Avantis US Small Cap Value ETF positions in Q2 2021 and 5 closed out, a net change of +34 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q2 2021 was Wipfli Financial Advisors, an estimated $70.1M added.
  • The largest Avantis US Small Cap Value ETF seller in Q2 2021 was Venturi Wealth Management, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2021.