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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
HCIA
76
Hochman Cole Investment Advisors
Illinois
$310K +$308K +4,080 New
MA
77
Mutual Advisors
Nebraska
$305K -$44.9K -594 -13%
IC
78
IEQ Capital
California
$304K +$302K +4,000 New
SF
79
Synovus Financial
Georgia
$288K +$453 +6 +0.2%
OC
80
Oppenheimer & Co
New York
$272K -$55K -728 -17%
LWM
81
Liberty Wealth Management
California
$269K +$268K +3,543 New
CAMG
82
CWA Asset Management Group
Florida
$256K +$251K +3,326 New
SPC
83
Sigma Planning Corp
Michigan
$256K +$254K +3,362 New
SCM
84
SOL Capital Management
Maryland
$252K +$251K +3,319 New
WIC
85
Whitegate Investment Counselors
New Hampshire
$246K +$245K +3,240 New
SAM
86
Synergy Asset Management
Washington
$243K -$3.04M -40,198 -93%
RJT
87
Raymond James Trust
Florida
$241K – – –
ECM
88
ExodusPoint Capital Management
New York
$240K +$239K +3,160 New
PCM
89
Penserra Capital Management
California
$230K -$572K -7,564 -71%
ONB
90
Old National Bancorp
Indiana
$230K – – –
UR
91
USCA RIA
Texas
$228K +$227K +3,000 New
JPLA
92
Joseph P. Lucia & Associates
New York
$214K +$213K +2,821 New
BOS
93
Bingham Osborn & Scarborough
California
$213K +$212K +2,808 New
BFEC
94
Benjamin F. Edwards & Company
Missouri
$202K +$201K +2,664 New
ASN
95
Advisory Services Network
Georgia
$159K +$158K +2,088 New
TIM
96
Tortoise Investment Management
New York
$98K +$75.6K +1,000 +345%
LAS
97
Lloyd Advisory Services
Georgia
$97K +$28.5K +377 +42%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$83K +$18.7K +248 +29%
SW
99
SVB Wealth
Massachusetts
$83K +$82.8K +1,096 New
HI
100
Harbour Investments
Wisconsin
$81K +$80.8K +1,070 New
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.