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Avantis US Small Cap Value ETF
AVUV

451 hedge funds and large institutions have $4.58B invested in Avantis US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 265 increasing their positions, 101 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

162% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 101

11% more capital invested

Capital invested by funds: $4.12B → $4.58B (+$463M)

10% more funds holding in top 10

Funds holding in top 10: 68 → 75 (+7)

7% more funds holding

Funds holding: 420 → 451 (+31)

2.49% less ownership

Funds ownership: 70.39% → 67.91% (-2.5%)

54% less call options, than puts

Call options by funds: $429K | Put options by funds: $935K

Holders
451
Holders Change
+31
Holders Change %
+7.38%
% of All Funds
7.16%
Holding in Top 10
75
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.29%
% of All Funds
1.19%
New
48
Increased
265
Reduced
101
Closed
15
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
+$29.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$55.9M
2
OFG
Oxford Financial Group
Indiana
+$54.9M
3
LPL Financial
LPL Financial
California
+$27.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$23.7M
5
BOC
Bull Oak Capital
California
+$20.8M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$174M
2
AAS
Annex Advisory Services
Wisconsin
-$15.2M
3
MIAS
Mason Investment Advisory Services
Virginia
-$7.59M
4
EK
Evensky & Katz
Florida
-$7.13M
5
PA
Paragon Advisors
Texas
-$6.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$11.3M +$246K +3,063 +2%
WAM
77
Wallington Asset Management
Indiana
$11.3M +$129K +1,610 +1%
MAA
78
Mraz Amerine & Associates
California
$11.3M -$39K -485 -0.3%
FFM
79
Flagstone Financial Management
Nebraska
$11.3M +$421K +5,234 +4%
GT
80
Glenview Trust
Kentucky
$11.1M +$4.56M +56,785 +67%
WA
81
Wealth Architects
California
$10.8M +$1.14M +14,214 +11%
AA
82
Aire Advisors
California
$10.8M +$1.11M +13,770 +11%
OCG
83
Opus Capital Group
Ohio
$10.5M +$235K +2,928 +2%
OPWM
84
Oakwell Private Wealth Management
Texas
$10.5M +$530K +6,595 +5%
EWA
85
EP Wealth Advisors
California
$10.3M -$174M -2,168,487 -94%
KPWS
86
Kestra Private Wealth Services
Texas
$10.2M +$2.3M +28,592 +28%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$10.2M +127,558 +7,306%
TWP
88
Tower Wealth Partners
Pennsylvania
$10M +$37.6K +468 +0.4%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$9.95M +$2.02M +25,201 +25%
RCG
90
Regatta Capital Group
California
$9.94M +$40.8K +508 +0.4%
GPWA
91
Great Point Wealth Advisors
Massachusetts
$9.54M +$285K +3,544 +3%
SWM
92
SFG Wealth Management
Maryland
$9.47M +$2.51M +31,248 +35%
EWM
93
Empirical Wealth Management
Washington
$9.41M +$3.22M +40,122 +50%
IWS
94
Insight Wealth Strategies
California
$9.4M +$9.69M +120,624 New
WWA
95
WCG Wealth Advisors
Nevada
$9.23M +$9.51M +118,374 New
TFO
96
Tarbox Family Office
California
$9.15M +$6.88M +85,616 +269%
BCI
97
Brinker Capital Investments
Pennsylvania
$9.02M -$1.84M -22,854 -16%
OPS
98
Orion Portfolio Solutions
Nebraska
$9.02M -$1.84M -22,854 -16%
AAM
99
Austin Asset Management
Texas
$8.82M +$752K +9,363 +9%
AFGAS
100
Allegiance Financial Group Advisory Services
Virginia
$8.8M +$692K +8,613 +8%
2 3
4
5 6

AVUV Hedge Fund Activity: Q3 2023 in Review

451 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q3 2023, worth a combined $4.58B — up 11% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AVUV positions and 15 closed out — a net gain of 33 holders — while 265 added to existing stakes and 101 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.9M. The largest seller was EP Wealth Advisors, cutting an estimated $174M.

  • 451 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q3 2023, up from 420 in Q2 2023.
  • Funds reported $4.58B of Avantis US Small Cap Value ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 48 funds opened new Avantis US Small Cap Value ETF positions in Q3 2023 and 15 closed out, a net change of +33 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q3 2023 was Morgan Stanley, an estimated $55.9M added.
  • The largest Avantis US Small Cap Value ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $174M sold.

Based on aggregated 13F filings for Q3 2023.