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Avantis US Small Cap Value ETF
AVUV

278 hedge funds and large institutions have $2.12B invested in Avantis US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 62

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $1.95B → $2.12B (+$170M)

8% more funds holding in top 10

Funds holding in top 10: 39 → 42 (+3)

6% more funds holding

Funds holding: 263 → 278 (+15)

0.65% more ownership

Funds ownership: 62.26% → 62.92% (+0.65%)

Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.79%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.72%
New
36
Increased
156
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Annex Advisory Services
Wisconsin
+$31.2M
2
LPL Financial
LPL Financial
California
+$28.1M
3
Creative Planning
Creative Planning
Kansas
+$19.3M
4
Morgan Stanley
Morgan Stanley
New York
+$17.5M
5
MWM
Merriman Wealth Management
Washington
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
-$19.2M
2
AWM
Aprio Wealth Management
Georgia
-$15.1M
3
American Century Companies
American Century Companies
Missouri
-$10.6M
4
BOC
Bull Oak Capital
California
-$7.27M
5
PL
Plancorp LLC
Missouri
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
SFG Wealth Management
Maryland
$2.97M +$517K +7,093 +19%
AAM
102
Austin Asset Management
Texas
$2.87M +$307K +4,211 +11%
CWM
103
Castle Wealth Management
Florida
$2.87M +$72.3K +992 +2%
SWP
104
Stratos Wealth Partners
Ohio
$2.86M -$462K -6,342 -13%
W
105
WorthPointe
California
$2.85M +$152K +2,081 +5%
NL
106
NWAM LLC
Washington
$2.73M +$949K +13,018 +46%
GSWM
107
Greenup Street Wealth Management
Michigan
$2.73M +$1.11M +15,289 +59%
CFO
108
CVA Family Office
Colorado
$2.57M +$769K +10,552 +37%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$2.55M +$2.34M +32,101 +494%
WW
110
Waterfront Wealth
Kansas
$2.51M -$88.4K -1,213 -4%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$2.49M -$3.66M -50,147 -57%
ASN
112
Advisory Services Network
Georgia
$2.49M +$552K +7,568 +25%
KF
113
Krilogy Financial
Missouri
$2.47M +$144K +1,969 +6%
ACA
114
Aspire Capital Advisors
Washington
$2.47M +$44.5K +610 +2%
SHFA
115
SC&H Financial Advisors
Maryland
$2.41M -$1.24M -17,026 -32%
SCM
116
Sterneck Capital Management
Missouri
$2.38M +$263K +3,605 +11%
CM
117
Cornerstone Management
Georgia
$2.34M +$411K +5,632 +19%
NCM
118
NCM Capital Management
New Jersey
$2.3M +$511K +7,004 +25%
AC
119
Apella Capital
Connecticut
$2.29M +$87.6K +1,201 +4%
KWM
120
Kingsview Wealth Management
Oregon
$2.18M +$164K +2,250 +7%
CFO
121
Collective Family Office
Pennsylvania
$2.12M +$19.5K +267 +0.8%
PWM
122
Perigon Wealth Management
California
$2.03M -$14.1K -193 -0.6%
CPA
123
Capital Performance Advisors
California
$2.03M +$149K +2,049 +7%
SSW
124
Stone Summit Wealth
Florida
$2.02M +$676K +9,266 +43%
RA
125
RiverTree Advisors
Florida
$2.02M +$252K +3,454 +13%
3 4
5
6 7

AVUV Hedge Fund Activity: Q3 2022 in Review

278 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q3 2022, worth a combined $2.12B — up 8.7% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVUV positions and 20 closed out — a net gain of 16 holders — while 156 added to existing stakes and 62 trimmed.

The largest buyer was Annex Advisory Services, adding an estimated $31.2M. The largest seller was Pathstone Family Office, cutting an estimated $19.2M.

  • 278 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q3 2022, up from 263 in Q2 2022.
  • Funds reported $2.12B of Avantis US Small Cap Value ETF stock for Q3 2022, up 8.7% quarter-over-quarter.
  • 36 funds opened new Avantis US Small Cap Value ETF positions in Q3 2022 and 20 closed out, a net change of +16 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q3 2022 was Annex Advisory Services, an estimated $31.2M added.
  • The largest Avantis US Small Cap Value ETF seller in Q3 2022 was Pathstone Family Office, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2022.