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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
IA
101
IFP Advisors
Florida
$1.73M +$599K +7,564 +28%
CPWA
102
Cerro Pacific Wealth Advisors
California
$1.71M +$302K +3,813 +22%
First Manhattan
103
First Manhattan
New York
$1.7M -$264K -3,334 -14%
JTWM
104
Jackson Thornton Wealth Management
Alabama
$1.65M +$1.21M +15,278 +283%
Renaissance Technologies
105
Renaissance Technologies
New York
$1.65M +$1.63M +20,600 New
NL
106
NWAM LLC
Washington
$1.61M +$1.59M +20,131 New
PP
107
Prosperity Planning
Missouri
$1.59M – – –
HCA
108
Heck Capital Advisors
Wisconsin
$1.49M +$1.48M +18,702 New
SPA
109
Sentinel Pension Advisors
Massachusetts
$1.46M +$17.9K +226 +1%
HA
110
HYA Advisors
Missouri
$1.35M +$451K +5,695 +51%
SA
111
Stewardship Advisors
Pennsylvania
$1.33M -$5.53M -69,863 -81%
CWA
112
Centennial Wealth Advisory
Michigan
$1.32M -$147K -1,860 -10%
SWA
113
Sax Wealth Advisors
New Jersey
$1.22M +$906K +11,442 +295%
PPA
114
Parametric Portfolio Associates
Washington
$1.22M -$452K -5,711 -27%
SSW
115
Stone Summit Wealth
Florida
$1.15M +$102K +1,293 +10%
MA
116
Mutual Advisors
Nebraska
$1.14M +$213K +2,687 +23%
OMC
117
Old Mission Capital
Illinois
$1.13M +$1.12M +14,147 New
NCM
118
NCM Capital Management
New Jersey
$1.13M +$287K +3,629 +35%
CCM
119
Coldstream Capital Management
Washington
$1.12M – – –
MCM
120
MAI Capital Management
Ohio
$1.09M +$71.3K +900 +7%
IC
121
Innealta Capital
Texas
$1.09M – – –
UWM
122
USAdvisors Wealth Management
Minnesota
$1.08M +$258K +3,256 +32%
AWS
123
Atria Wealth Solutions
New York
$1.07M +$1.06M +13,344 New
SCM
124
SOL Capital Management
Maryland
$1.03M +$251K +3,164 +33%
HF
125
HRT Financial
New York
$1.03M +$1.02M +12,855 New
3 4
5
6 7

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.