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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$31.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$28.1M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$19.3M |
| 4 |
Morgan Stanley
New York
|
+$17.5M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$19.2M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$15.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$10.6M |
| 4 |
BOC
Bull Oak Capital
San Diego,
California
|
-$7.27M |
| 5 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$4.51M |
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.