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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
225
Holders Change
+30
Holders Change %
+15.38%
% of All Funds
3.55%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.49%
New
42
Increased
121
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$37.2M
2
Creative Planning
Creative Planning
Kansas
+$24.6M
3
LPL Financial
LPL Financial
California
+$16M
4
HIGP
Hill Investment Group Partners
Missouri
+$14M
5
MWA
MFA Wealth Advisors
Pennsylvania
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
SA
Stewardship Advisors
Pennsylvania
-$5.53M
2
VWM
Venturi Wealth Management
Texas
-$4.88M
3
WFA
Websterrogers Financial Advisors
South Carolina
-$4.81M
4
FWI
Facet Wealth Inc
Maryland
-$4.18M
5
MFT
Moisand Fitzgerald Tamayo
Florida
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
76
Austin Asset Management
Texas
$2.96M +$596K +7,530 +25%
AC
77
Apella Capital
Connecticut
$2.9M +$343K +4,330 +14%
ACA
78
Aspire Capital Advisors
Washington
$2.89M +$2.86M +36,163 New
Osaic Holdings
79
Osaic Holdings
Arizona
$2.78M +$601K +7,594 +28%
SCM
80
Sterneck Capital Management
Missouri
$2.77M -$207K -2,614 -7%
WW
81
Waterfront Wealth
Kansas
$2.67M +$54.5K +688 +2%
SWP
82
Stratos Wealth Partners
Ohio
$2.65M -$1.03M -13,031 -28%
PWM
83
Perigon Wealth Management
California
$2.48M +$239K +3,023 +11%
KF
84
Krilogy Financial
Missouri
$2.37M +$1.88M +23,699 +394%
CPA
85
Capital Performance Advisors
California
$2.33M +$190K +2,395 +9%
CFO
86
Collective Family Office
Pennsylvania
$2.3M +$2.28M +28,769 New
GRP
87
Global Retirement Partners
California
$2.25M +$2.42M +30,567 New
CWM
88
Cornerstone Wealth Management
Missouri
$2.23M +$709K +8,946 +47%
CFO
89
CVA Family Office
Colorado
$2.15M +$1.81M +22,885 +562%
KWM
90
Kingsview Wealth Management
Oregon
$2.14M +$650K +8,212 +44%
RA
91
RiverTree Advisors
Florida
$2.12M +$2.1M +26,482 New
GCA
92
Gradient Capital Advisors
California
$2.1M +$58.1K +733 +3%
SEA
93
Stegent Equity Advisors
Texas
$2.09M -$618K -7,803 -23%
VCM
94
Versant Capital Management
Arizona
$2.06M +$10.2K +129 +0.5%
BAM
95
Bayshore Asset Management
Florida
$2.04M +$1.68M +21,177 +487%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$1.91M +$1.41M +17,804 +291%
CM
97
Cornerstone Management
Georgia
$1.88M -$47.3K -597 -2%
SPIA
98
Steward Partners Investment Advisory
New York
$1.82M +$334K +4,220 +23%
SWM
99
SFG Wealth Management
Maryland
$1.74M +$1.33M +16,780 +333%
GWA
100
GGM Wealth Advisors
Maryland
$1.74M +$658K +8,305 +63%
2 3
4
5 6

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.