Avantis US Small Cap Value ETF
AVUV
195 hedge funds and large institutions have $1.47B invested in Avantis US Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 11 closing their positions.
573% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 11
295% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 22
50% more capital invested
Capital invested by funds: $981M → $1.47B (+$489M)
47% more funds holding in top 10
Funds holding in top 10: 15 → 22 (+7)
46% more funds holding
Funds holding: 134 → 195 (+61)
4.11% more ownership
Funds ownership: 60.92% → 65.03% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAS
Mason Investment Advisory Services
Reston,
Virginia
|
+$173M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$47.9M |
| 3 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$38.2M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$24.4M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UA
Unison Advisors
Washington,
District of Columbia
|
-$40M |
| 2 |
SWM
Soundmark Wealth Management
Kirkland,
Washington
|
-$14.5M |
| 3 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$13M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$4.47M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.22M |
AVUV Hedge Fund Activity: Q4 2021 in Review
195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q4 2021, worth a combined $1.47B — up 50% from $981M a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new AVUV positions and 11 closed out — a net gain of 63 holders — while 87 added to existing stakes and 22 trimmed.
The largest buyer was Mason Investment Advisory Services, opening a new position worth an estimated $173M. The largest seller was Unison Advisors, cutting an estimated $40M.
- 195 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q4 2021, up from 134 in Q3 2021.
- Funds reported $1.47B of Avantis US Small Cap Value ETF stock for Q4 2021, up 50% quarter-over-quarter.
- 74 funds opened new Avantis US Small Cap Value ETF positions in Q4 2021 and 11 closed out, a net change of +63 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q4 2021 was Mason Investment Advisory Services, an estimated $173M added.
- The largest Avantis US Small Cap Value ETF seller in Q4 2021 was Unison Advisors, an estimated $40M sold.
Based on aggregated 13F filings for Q4 2021.