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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
LW
151
Libra Wealth
California
$1.18M – – –
SPA
152
Sentinel Pension Advisors
Massachusetts
$1.17M +$69.3K +950 +6%
ADL
153
Asset Dedication LLC
California
$1.17M +$323K +4,424 +33%
GA
154
Greenspring Advisors
Maryland
$1.16M +$188K +2,576 +17%
MRWM
155
ML&R Wealth Management
Texas
$1.11M +$172K +2,357 +16%
PAG
156
Private Advisor Group
New Jersey
$1.09M +$958K +13,145 +387%
UWM
157
USAdvisors Wealth Management
Minnesota
$1.07M +$16.6K +227 +1%
DE
158
Day & Ennis
Georgia
$1.01M – – –
SCM
159
SOL Capital Management
Maryland
$1M +$110K +1,508 +11%
EWM
160
Echo Wealth Management
Minnesota
$971K +$971K +13,316 New
GCA
161
Gradient Capital Advisors
California
$958K -$896K -12,286 -46%
CWA
162
Centennial Wealth Advisory
Michigan
$933K -$78.5K -1,076 -7%
Mariner
163
Mariner
Kansas
$929K +$263K +3,603 +34%
FFC
164
First Financial Corp
Indiana
$914K +$181K +2,483 +22%
AWS
165
Atria Wealth Solutions
New York
$913K +$95.4K +1,308 +10%
LA
166
LexAurum Advisors
Kansas
$892K +$212K +2,912 +28%
GKWIM
167
Gerber Kawasaki Wealth & Investment Management
California
$884K -$163K -2,242 -14%
Betterment LLC
168
Betterment LLC
New York
$863K – – –
MCM
169
MAI Capital Management
Ohio
$861K -$26.1K -358 -3%
USCWA
170
U.S. Capital Wealth Advisors
Texas
$856K -$536K -7,350 -36%
CPWMP
171
Cardinal Point Wealth Management Partners
California
$848K +$10.6K +145 +1%
TP
172
Tranquility Partners
Tennessee
$841K -$24.4K -335 -3%
JFA
173
JNBA Financial Advisors
Minnesota
$825K +$178K +2,444 +24%
DAS
174
Dynamic Advisor Solutions
Arizona
$818K +$18.2K +250 +2%
SF
175
Synovus Financial
Georgia
$800K +$351K +4,808 +66%
5 6
7
8 9

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.