Avantis US Small Cap Value ETF
AVUV
78 hedge funds and large institutions have $530M invested in Avantis US Small Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 2 closing their positions.
1,350% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 2
136% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 14
50% more funds holding
Funds holding: 52 → 78 (+26)
36% more capital invested
Capital invested by funds: $388M → $530M (+$142M)
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
13.18% less ownership
Funds ownership: 70.01% → 56.82% (-13%)
Top Buyers
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$15.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.68M |
| 3 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$6.53M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$4.44M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.32M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
76
Larson Financial Group
St Louis,
Missouri
| $1K | +$469 | +7 | New |
|
|
CWA
77
Clearview Wealth Advisors
Salem,
Oregon
| $1K | +$938 | +14 | New |
|
|
SS
78
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$9.29M | -163,430 | Closed |
|
79
Bank of America
Charlotte,
North Carolina
| – | -$37K | -649 | Closed |
|
80
Fidelity Investments
Boston,
Massachusetts
| – | +$67 | +1 | New |
|
AVUV Hedge Fund Activity: Q1 2021 in Review
78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q1 2021, worth a combined $530M — up 36% from $388M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new AVUV positions and 2 closed out — a net gain of 27 holders — while 33 added to existing stakes and 14 trimmed.
The largest buyer was Creative Planning, adding an estimated $15.4M. The largest seller was American Century Companies, cutting an estimated $9.32M.
- 78 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q1 2021, up from 52 in Q4 2020.
- Funds reported $530M of Avantis US Small Cap Value ETF stock for Q1 2021, up 36% quarter-over-quarter.
- 29 funds opened new Avantis US Small Cap Value ETF positions in Q1 2021 and 2 closed out, a net change of +27 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q1 2021 was Creative Planning, an estimated $15.4M added.
- The largest Avantis US Small Cap Value ETF seller in Q1 2021 was American Century Companies, an estimated $9.32M sold.
Based on aggregated 13F filings for Q1 2021.