Avantis US Small Cap Value ETF
AVUV
420 hedge funds and large institutions have $4.12B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 246 increasing their positions, 98 reducing their positions, and 31 closing their positions.
151% more repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 98
65% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 31
14% more capital invested
Capital invested by funds: $3.6B → $4.12B (+$520M)
3% more funds holding
Funds holding: 406 → 420 (+14)
0.26% more ownership
Funds ownership: 70.13% → 70.39% (+0.26%)
3% less funds holding in top 10
Funds holding in top 10: 70 → 68 (-2)
98% less call options, than puts
Call options by funds: $698K | Put options by funds: $31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$159M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$84.5M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$22.7M |
| 4 |
BU
Brown University
Providence,
Rhode Island
|
+$18.1M |
| 5 |
MIAS
Mason Investment Advisory Services
Reston,
Virginia
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$166M |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$45.2M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$15.4M |
| 4 |
AC
Avestar Capital
New York
|
-$9.08M |
| 5 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$7.85M |
AVUV Hedge Fund Activity: Q2 2023 in Review
420 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2023, worth a combined $4.12B — up 14% from $3.6B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new AVUV positions and 31 closed out — a net gain of 20 holders — while 246 added to existing stakes and 98 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $159M. The largest seller was COWA LLC, cutting an estimated $166M.
- 420 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2023, up from 406 in Q1 2023.
- Funds reported $4.12B of Avantis US Small Cap Value ETF stock for Q2 2023, up 14% quarter-over-quarter.
- 51 funds opened new Avantis US Small Cap Value ETF positions in Q2 2023 and 31 closed out, a net change of +20 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $159M added.
- The largest Avantis US Small Cap Value ETF seller in Q2 2023 was COWA LLC, an estimated $166M sold.
Based on aggregated 13F filings for Q2 2023.