Avantis US Small Cap Value ETF
AVUV
568 hedge funds and large institutions have $6.49B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 301 increasing their positions, 104 reducing their positions, and 9 closing their positions.
1,378% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 9
189% more repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 104
49% more funds holding in top 10
Funds holding in top 10: 75 → 112 (+37)
42% more capital invested
Capital invested by funds: $4.58B → $6.49B (+$1.91B)
41% more call options, than puts
Call options by funds: $557K | Put options by funds: $395K
26% more funds holding
Funds holding: 451 → 568 (+117)
7.67% more ownership
Funds ownership: 67.91% → 75.57% (+7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$218M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$92.7M |
| 3 |
AA
Alesco Advisors
Pittsford,
New York
|
+$45.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$41.2M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$11.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.85M |
| 3 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
-$5.36M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$5.11M |
| 5 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
-$4.84M |
AVUV Hedge Fund Activity: Q4 2023 in Review
568 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q4 2023, worth a combined $6.49B — up 42% from $4.58B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new AVUV positions and 9 closed out — a net gain of 124 holders — while 301 added to existing stakes and 104 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $218M. The largest seller was Merriman Wealth Management, cutting an estimated $11.4M.
- 568 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q4 2023, up from 451 in Q3 2023.
- Funds reported $6.49B of Avantis US Small Cap Value ETF stock for Q4 2023, up 42% quarter-over-quarter.
- 133 funds opened new Avantis US Small Cap Value ETF positions in Q4 2023 and 9 closed out, a net change of +124 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $218M added.
- The largest Avantis US Small Cap Value ETF seller in Q4 2023 was Merriman Wealth Management, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2023.