Avantis US Small Cap Value ETF
AVUV
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.
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: 22 → 31 (+9)
19% more capital invested
Capital invested by funds: $1.47B → $1.75B (+$283M)
15% more funds holding
Funds holding: 195 → 225 (+30)
4.03% less ownership
Funds ownership: 65.03% → 61% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$37.2M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$24.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$16M |
| 4 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$14M |
| 5 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$5.53M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$4.88M |
| 3 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
-$4.81M |
| 4 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
-$4.18M |
| 5 |
MFT
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
-$3.76M |
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.